iShares Core MSCI EM

Alibaba's Joe Tsai and Eddie Wu Letter: AI Business Enters Commercialization, Projecting 30 Billion Annual Revenue

Alibaba Cloud Announces Full Openness of Bailian Platform, Integrating Multiple Large Models Including GLM-5.1

Fairtree Cuts Alibaba Stake by 57.7%, Other Investors Increase Holdings

Alibaba Cloud Opens Bailian Platform and Launches New Models with Moonshot and Minimax

Alibaba Dissolves Miaoya AI App Team, Focuses on E-commerce AI Strategy

Alibaba Cloud Launches Qwen Cloud AI Agent Service Model

Alibaba Cloud Unveils New AI Model Qwen3.7-Max and AI Chip Zhenwu M890

Taobao Tmall Launches 2026 Hong Kong 618, Introduces Next-Day Delivery and Return Services

Alibaba Cloud Launches Qwen3.7-MaX with Significant Performance Boosts

Fliggy Launches Hotel Merchant AI Assistant, Over 110k Hotels Join with 70% Efficiency Boost

Alibaba Cloud Launches 'Qwen Cloud', a New Service Platform Designed for AI Agents

Alibaba Unveils 128-GPU AI Server Based on Zhenwu M890

National subsidies increase for Tmall 618, adding 22 new categories

Alibaba Cloud Launches Next-Gen AI Chip Zhenwu M890

Alibaba holds Cloud Summit in Hangzhou, may release a major new AI model

Tencent Holdings released the Next Day Disclosure Report on share repurchase

J.P. Morgan maintains 'Buy' rating on Alibaba with a price target of $205

Goldman Sachs reiterates 'Buy' rating on Tencent, encouraged by progress in its AI strategy

Tencent, CATL, and others join a new climate coalition to boost carbon credit demand

OPTIMI HEALTH CORP

HCW Biologics

GCL Global

Silexion Therapeutics

Vida Global

Micware

BiomX

MicroAlgo

MetaVia

Quantum Cyber NV

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BACHY

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00939

IDCBY

HSBC Research has lowered expectations for rate cuts in 2026 following the People's Bank of China's recent monetary policy report. The report suggests a high likelihood of net interest income expansion for Chinese banks, particularly ICBC, CCB, and Bank of China H shares. The research indicates that corporate banking is outperforming retail, with positive growth in corporate loans. Additionally, banks are advised to limit high-interest interbank time deposits to reduce competition and funding costs.

AASTOCKS News

Bank Of China

Bank of China

BANK OF CHINA

China Construction Bank

ICBC

INDUSTRIAL & COMMERCIAL BK OF CHINA UNSP ADR EACH REPR 20 ORD SHS

Hwabao WP CSI Banks ETF

Fullgoal CSI 800 Banks ETF

WP CSI Banks ETF

China Merchants CSI BANK AH Price ETF

China Southern CSI Banks ETF

ChinaAMC CSI Banks ETF

Huaan CSI Banks ETF

HSBC HOLDINGS

HSBC

BANKCOMM

Bank Of Communications

MINSHENG BANK

CMBC

CITIC BANK

CNCB

CEB BANK

CEB Bank

China Merchants Bank

CM BANK

HSBC 5xShortSG241213

HSBC Holdings Plc

BOC HONG KONG

HSBC Research Lowers Rate Cut Expectations Within Year; CN Banks' Net Interest Income Seen Expanding; Prefers ICBC, CCB and BANK OF CHINA H Shrs

TCEHY

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TCTZF

ESPO

GuoSen analyst has reaffirmed a Buy rating for Tencent Holdings (TCTZF) with a price target of HK$610.00, while the shares closed at HK$456.40. CGS International also issued a Buy rating, contrasting with Mizuho Securities' Hold rating from May 14.

- GuoSen analyst maintained a Buy rating on Tencent Holdings, setting a price target of HK$610.00, while shares closed at HK$456.40.  
- CGS International's Lei Yang also issued a Buy rating for Tencent Holdings in a report on the same day.  
- Mizuho Securities, however, maintained a Hold rating for Tencent Holdings on May 14.

Tip Ranks

Tencent

TENCENT

Tencent Holdings Limited

VanEck Video Gaming and eSport ETF

GUOSEN SECURITIES

Mizuho Financial

Mizuho Financial Group, Inc.

TENCENT-R

Tencent HK SDR 10to1

GuoSen Sticks to Its Buy Rating for Tencent Holdings  (TCTZF)

J.P. Morgan has reaffirmed its Buy rating for Tencent Holdings, setting a price target of HK$690.00, while the shares closed at HK$460.20. Additionally, CGS International also issued a Buy rating, but Mizuho Securities maintained a Hold rating on the same day.

- J.P. Morgan analyst maintained a Buy rating on Tencent Holdings with a price target of HK$690.00 as of May 14, while shares closed at HK$460.20.  
- CGS International also issued a Buy rating for Tencent Holdings the same day.  
- Conversely, Mizuho Securities kept a Hold rating on the stock on May 14.

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

J.P. Morgan Sticks to Its Buy Rating for Tencent Holdings  (TCTZF)

EIDO

SPEM

SCHE

IEMG

Thailand's Q1 GDP data is expected to show slowed growth, with private consumption moderating and tourism revenue contracting. In Malaysia, inflation may rise to 1.9% due to higher fuel prices, while exports remain strong. Indonesia's central bank is likely to raise its policy rate by 25 basis points amid forex pressures, although a larger hike is deemed unlikely. A pause may occur if significant foreign currency bonds are issued.

MorningStar

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ISHRS MSCI Indonesia

ISHRS MSCI My

SPDR Em Mkt

Schw Em Mkt

iShares MSCI Em

ISHRS MSCI Thailand Capped

Australia and New Zealand Banking Group Limited

Barclays

Citigroup

ANZ Group Holdings Limited

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Week Ahead for FX, Bonds: Fed Minutes in Focus as -2-

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UBS reported that April's new RMB loans and Aggregate Financing to the Real Economy fell short of expectations, with loans contracting by RMB10 billion. Despite record bill financing, overall loan growth slowed to 5.6% YoY. UBS remains positive on Chinese banks, predicting a turning point in 2026 for net interest income and revenue. Their top picks include BANK OF CHINA, CCB, ICBC, and CITIC BANK, all rated Buy with attractive valuations and high dividend yields.

UBS Group AG

UBS: CN Apr New RMB Loans, TSF Both Miss; Top Picks BANK OF CHINA/ CCB/ ICBC/ CITIC BANK

INDH

The Indian rupee fell 0.2% to 95.94, nearing its record low, as oil prices remained above $100 per barrel. State-run banks' dollar sales provided some support. Brent oil prices rose to $107 per barrel amid U.S.-Iran tensions. India's petrol and diesel prices increased for the first time in four years. Economists expect further measures to encourage foreign capital inflows, while interest rate swaps indicate potential rate hikes over the next year.

Yahoo Finance

Occidental Petroleum

WisdomTree India Hedged Equity

Us Brent Oil

SPDR O&G Equip

Dimensional Emerging Markets Value ETF

iShares MSCI Emerging Mkts Val Fac ETF

Invesco India ETF

Wisdomtree EM High Dividend Fund

SPDR Energy Select

ISHRS S&P Glb Engy

VG Energy

iShares Emerging Markets Equity Factor ETF

iShares US Oil Equip & Svcs

United States Oil Fund LP

Avantis Emerging Markets Equity ETF

VanEck Oil Refiners ETF

SPDR O&G Ex & Prd

SPDR S&P Em Mkt Dvd

Avantis Emerging Markets Value ETF

VanEck Oil Services ETF

ISHRS MSCI India

iShares MSCI EM Ex-China

iShares India 50

iShares US Oil & Gas Expl & Prod

Pro Ultr Bloomberg Crude Oil

Oil price strain keeps rupee near record low, state banks' dollar sales cushion

Emerging market stocks and currencies declined, with the MSCI Emerging Markets Index falling 2.2%, its largest drop in over six weeks, due to rising oil prices and cautious investor sentiment. Brent crude prices increased by over 1%, while concerns about inflation and unresolved conflicts in the Strait of Hormuz dampened risk appetite. A foreign exchange strategist noted that risk assets may continue to fluctuate, though pessimism remains moderate.

CoinLive

Emerging Market Stocks and Currencies Decline Amid Oil Price Rise

JPM's report highlights that China's April credit data fell significantly short of expectations, with Aggregate Financing at RMB620 billion and new RMB loans decreasing by RMB10 billion. The largest recorded monthly declines in household and corporate loans were noted. The bank recommends a defensive strategy favoring the Big Four state-owned banks due to their stronger loan pipelines, while indicating deteriorating retail loan demand and a widening gap between M1 and M2 growth.

JPM: China Apr Credit Data Far Below Expectations, Favor Big Four State-owned Banks for Defensive Positioning

KWEB

In a report released yesterday, from UBS maintained a Buy rating on Tencent Holdings , with a price target of HK$780.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Tencent Holdings has an analyst consensus of Strong Buy, with a price target consensus of HK$718.80.

- UBS has reaffirmed a Buy rating on Tencent Holdings, setting a price target of HK$780.00.  
- The analyst consensus for Tencent Holdings is categorized as Strong Buy, with a price target consensus of HK$718.80.  
- This positive outlook indicates confidence among analysts regarding Tencent's market potential.

Krne Csi China Internet

UBS Sticks to Their Buy Rating for Tencent Holdings  (TCTZF)

MCHI

In a report released yesterday, from HSBC maintained a Buy rating on Tencent Holdings , with a price target of HK$720.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In a report released yesterday, Bernstein also maintained a Buy rating on the stock with a HK$780.00 price target.

- HSBC maintained a Buy rating on Tencent Holdings with a price target of HK$720.00 in a report released yesterday.  
- Bernstein also upheld a Buy rating for the company, setting a higher price target of HK$780.00.  
- These consistent positive ratings suggest strong confidence in Tencent Holdings from major financial institutions.

iShares MSCI China

AllianceBernstein

HSBC Keeps Their Buy Rating on Tencent Holdings  (TCTZF)

iShares Core MSCI EM(IEMG.US)

HSBC Research Lowers Rate Cut Expectations Within Year; CN Banks' Net Interest Income Seen Expanding; Prefers ICBC, CCB and BANK OF CHINA H Shrs

GuoSen Sticks to Its Buy Rating for Tencent Holdings (TCTZF)

J.P. Morgan Sticks to Its Buy Rating for Tencent Holdings (TCTZF)

Week Ahead for FX, Bonds: Fed Minutes in Focus as -2-

UBS: CN Apr New RMB Loans, TSF Both Miss; Top Picks BANK OF CHINA/ CCB/ ICBC/ CITIC BANK

Oil price strain keeps rupee near record low, state banks' dollar sales cushion

Emerging Market Stocks and Currencies Decline Amid Oil Price Rise

JPM: China Apr Credit Data Far Below Expectations, Favor Big Four State-owned Banks for Defensive Positioning

UBS Sticks to Their Buy Rating for Tencent Holdings (TCTZF)

HSBC Keeps Their Buy Rating on Tencent Holdings (TCTZF)