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Panda Perspectives – China Weekly Wrap

Panda Perspectives – China Weekly Wrap

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Weekly deep wrap on Greater China markets with comparative Asia context (indices, sector performance, macro policy drivers).

Recent Posts

China Weekly Wrap: Markets, Macro & Tech
News•Feb 23, 2026

China Weekly Wrap: Markets, Macro & Tech

The episode reviews the Asian market landscape during the week of Feb 15‑20, 2026, highlighting that Mainland China’s Lunar New Year closure shifted price discovery offshore, with earnings-driven rotation favoring North Asian hardware stocks. Korea led the earnings surge thanks to semiconductor upgrades, while Taiwan offered a cleaner AI‑hardware exposure; Hong Kong’s tech index lagged, but red‑chip and property stocks held up. Japan acted as a stabilising allocation, and India, Singapore, and ASEAN markets provided defensive, low‑beta roles. The hosts also note macro developments, policy‑directed credit trends, and upcoming regulatory licensing that temporarily limits portfolio updates.

By Panda Perspectives – China Weekly Wrap
China Financials: The Great Rotation’s Overlooked Engine
News•Feb 14, 2026

China Financials: The Great Rotation’s Overlooked Engine

The episode examines China’s financial sector—banks, brokers, and emerging digital intermediaries—as the engine behind the anticipated “great rotation” in the 2026 equity outlook. It explains how tightening yields and improving credit conditions are creating nuanced opportunities beyond a simple "buy...

By Panda Perspectives – China Weekly Wrap
China’s Property Developers: The Other Side of the Coin
News•Feb 7, 2026

China’s Property Developers: The Other Side of the Coin

The episode revisits Panda Perspectives' May 2025 deep‑dive on Chinese property developers, evaluating how its thesis—that state‑owned enterprises (SOEs) would outpace privately owned developers (POEs) across balance sheets, funding, land banks, margins, and market share—has held up after nine months. The...

By Panda Perspectives – China Weekly Wrap
China’s Industrial Inflection
News•Jan 31, 2026

China’s Industrial Inflection

The episode examines China’s fixed asset investment (FAI) slump in 2025 and the government’s new policy push in January 2026 to shift spending from traditional construction toward smarter factories and digital infrastructure. It argues that this pivot could turn FAI...

By Panda Perspectives – China Weekly Wrap
China Weekly Wrap: Markets, Macro & Tech
News•Jan 25, 2026

China Weekly Wrap: Markets, Macro & Tech

The episode reviews the latest China market dynamics, highlighting a split performance where Shenzhen‑focused growth stocks outperformed while Shanghai mega‑caps and state‑heavy sectors lagged. Offshore Hong Kong showed modest gains with defensive sectors leading, and regional momentum was driven by...

By Panda Perspectives – China Weekly Wrap
The RMB Weakness that Wasn't
News•Jan 17, 2026

The RMB Weakness that Wasn't

In this episode the hosts dissect the recent breach of the 7.00 RMB per USD threshold, a move they had forecast despite official resistance. They revisit their earlier stance against a "balance‑sheet recession" narrative, argue that the fundamentals still support further...

By Panda Perspectives – China Weekly Wrap