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Morgan Stanley Flags Chinese Chip Stocks as Buy in 2026 Report
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No comments on Morgan Stanley Flags Chinese Chip Stocks as Buy in 2026 ReportMorgan Stanley’s semiconductor team made a striking call in its mid-2026 outlook In a report published on June 5, 2026, Morgan Stanley’s Asia semiconductor analysts upgraded their stance on Chinese chip packaging and testing firms, recommending clients “buy packaging, buy testing, buy Chinese chips” while steering clear of traditional chip…
China’s South Asia Trade Push: $257 Million in Energy Deals at 10th South博会
Beijing deepens economic ties with South Asia through green energy The 10th China-South Asia Expo (南博会) opened in Kunming, Yunnan province, on June 13, 2026, with the Green Energy Pavilion signing 18 projects worth a combined 257 billion yuan ($35.4 billion) on the first day. The projects span wind power,…
Embodied AI: How China Is Building the Factory Workers of Tomorrow
From lab demos to production lines — humanoid robots are getting real jobs China’s Ministry of Industry and Information Technology set a target in early 2025: deploy 10,000 humanoid robots in factories, hospitals, logistics centers, and emergency response roles by the end of 2026. As of June 2026, the program…
Morgan Stanley Flags Chinese Chip Stocks as Buy in 2026 Report
Morgan Stanley’s semiconductor team made a striking call in its mid-2026 outlook In a report published on June 5, 2026, Morgan Stanley’s Asia semiconductor analysts upgraded their stance on Chinese chip packaging and testing firms, recommending clients “buy packaging, buy testing, buy Chinese chips” while steering clear of traditional chip…
Geely’s ‘One Geely’ Strategy Reshapes China’s Auto Giant
Li Shufong consolidates the sprawling empire under a single listed platform On June 13, 2026, at the China Automotive Chongqing Forum, Geely Holding chairman Li Shufong announced plans to “orderly close, merge, or transfer redundant entities” within Geely Auto Group. The goal: consolidate all operations under Geely Automobile Holdings (HK:…
US-China Trade Truce Hangs in the Balance as July Deadline Looms
Both sides claim progress, but fundamental disagreements remain The one-year trade truce negotiated between Washington and Beijing in October 2025 is approaching its expiration, and the two sides have yet to agree on an extension. In a May 19, 2026 interview with Reuters, US Treasury Secretary Scott Bessent said the…
China’s Humanoid Robot Output to Surge 94% as Unitree and AgiBot Dominate
Two Chinese companies are set to capture 80% of global humanoid shipments TrendForce’s April 9, 2026 report projects that China’s humanoid robot output will grow 94% year-over-year in 2026, with Unitree Robotics and AgiBot capturing nearly 80% of total global shipments between them. The numbers, drawn from independent industry analysis…
CATL’s Investment Empire: The Battery Giant Becomes a VC Powerhouse
Contemporary Amperex Technology is quietly building an investment portfolio worth tens of billions CATL, the world’s largest battery manufacturer, has evolved from a pure-play battery maker into one of China’s most aggressive corporate venture investors. In June 2026, the company’s investment arm has backed over 80 companies across the energy…
The Four-Layer Tariff Stack: What US Importers Actually Pay on Chinese Goods in 2026
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Understanding the tariff math that’s reshaping supply chains US tariffs on Chinese imports in 2026 are not a single rate — they’re a layered stack of up to four separate duties, each with its own legal authority, rate, and expiration date. For importers still running tariff models based on 2025…
China Sets 40% Target for New-Energy Heavy Trucks by 2030
A new frontier for electrification opens up On June 13, 2026, China’s Ministry of Transport and Ministry of Industry and Information Technology jointly published a plan targeting 40% penetration of new-energy heavy-duty trucks by 2030. The plan envisions a fleet exceeding 1.6 million new-energy heavy trucks on Chinese roads within…
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Alex Peregrine
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I build frontend experiences while exploring technology, business, and wellness, sharing insights that inspire innovation, growth, and balance.
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