Hang Seng China Enterprises Index

Xiaomi holds 'Human, Vehicle, Home Ecosystem' conference tonight

BofA raises China Overseas Development target price to HKD 19, maintains Buy rating

Meituan Drones Expected to Scale Profitably in 2-3 Years, Night Peak Orders Hit 423

2025 Top 10 Domestic Innovative Drug Companies Revenue Surpasses 100 Billion, BeiGene Leads Turnaround

AliExpress Tops Korea Cross-border E-commerce Market in Jan-Apr 2026 with 71% Spending Growth

Alibaba Voice Large Model Tops Artificial Analysis, Surpassing GPT-Realtime-2

ZTO Express Stock Rises 2.01% as Morgan Stanley and Citi Raise Price Targets

China Post Express Receives Bullish Ratings from Five Major Brokerages, Target Prices Raised or Maintained High, Stock Surges Today

Meituan Drone Orders Exceed 900,000 Ranking Second Globally Behind Zipline

DAH CHING HUI RAISES BEIKE TARGET PRICE TO HKD 53 AND UPGRADES RATING TO 'BUY'

CLSA: KFC/Yum China to acquire Jardine's F&B business in APAC

Citigroup Maintains Buy Rating on Shenzhou International with HK$75 Target Price; Foresees Mid-Single Digit Order Growth

China Merchants Securities Cuts Pop Mart Earnings Forecast, Maintains Sell Rating

JD.com Announces 618 Sale Launch and AI Digital Human Gala

RMB Exchange Rate Hits 3-Year High, International Payment Share Drops to 6th

Xiaomi-W Repurchased 3.32 Million Shares Yesterday Worth Nearly 100 Million HKD

Tencent Launches AI Assistant 'Mavis' Across All Platforms

TME Approved to Acquire Ximalaya, Market Revalues Deal Causing Stock Volatility

I.CENTURY HLDG

KOS TALENT GP

RIVERINE CHINA

NEW AMANTE

REDCO HEALTHY

C&N HOLDINGS

RICI HEALTH

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GUM reported that the MPF market continued its uptrend in May, with per capita gains of HKD3,682, totaling HKD17,424 for the year. Equity funds led returns, rising 1.6% in May and 7.1% year-to-date. Mixed asset funds increased by 1.1%, while fixed income funds slightly declined by 0.1%. Top performers among equity funds included Asia, Japan, Greater China, and Global Equity Funds, with returns of 5.1%, 4.2%, 2.2%, and 2.2%, respectively.

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HSCEI ETF

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GUM: MPF Per Capita Gains HKD3,682 in May

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Morgan Stanley has raised its price targets for major Chinese equity indexes, citing stronger earnings, yuan resilience, and China's role in global supply chains. The Hang Seng Index is projected to reach 28,400, MSCI China at 91, HSCEI at 9,900, and CSI-300 at 5,400, indicating an upside of 8% to 12%. The bank emphasizes opportunities in sectors like technology and green energy, supported by policy initiatives. Despite recent market struggles, Morgan Stanley believes moderate gains are achievable as fundamentals remain strong, with a focus on upcoming geopolitical events potentially influencing investor sentiment.

Invezz

CSI 300

Ping An MSCI China A Inclusion ETF

China Southern CSI 300 ETF

Yinhua MSCI China A ETF

China Southern Hang Seng ETF

Morgan Stanley

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Morgan Stanley lifts China equity targets on earnings, yuan strength

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China's economic growth slowed in April, with industrial output rising 4.1% and retail sales only 0.2%, both missing forecasts. Domestic car sales fell 21.6%, marking seven months of decline. Fixed-asset investment contracted 1.6% in early 2026. Economists cite weak domestic demand and external risks from the Middle East conflict as factors. Despite a 5.0% growth in Q1, analysts warn of an uneven recovery, with the property market downturn continuing to impact growth.

- China's economic growth slowed in April, with industrial output increasing by only 4.1% and retail sales rising just 0.2%, significantly below expectations.  
- Factors such as high energy costs from the Iran war, weak domestic demand, and a drop in fixed-asset investment contributed to this downturn.  
- Economists warned that while exports held up, the ongoing property market downturn and rising input costs could further pressure the economy.

Business Standard

SSE Index

Hang Seng TECH Index

Shenzhen Index

CSI 500

China's April growth slows as factory output, retail sales miss forecasts

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Hong Kong and Uzbekistan leaders met to enhance trade ties, coinciding with China signing 15 bilateral agreements in areas like infrastructure and healthcare. Chief Executive John Lee emphasized expanding Hong Kong's role in Belt and Road markets and encouraged Uzbek businesses to invest in Hong Kong. Uzbek Prime Minister Abdulla Nigmatovich Aripov noted a tripling of bilateral trade and projected it could reach $20 billion, driven by the mining sector. Agreements included energy projects and healthcare initiatives, with a focus on promoting Uzbek products in Hong Kong's market.

SCMP

ChinaAMC Hang Seng ETF

Hong Kong pledges deeper ties with Uzbekistan as China signs bilateral agreements

Rajiv Batra, a Singapore-based strategist at JPMorgan, stated that the property market recovery in Hong Kong is spreading to major mainland cities, and the wealth effect from the rebound in China's stock market is helping to revive housing demand. He pointed out that after five years of adjustment, early signs of recovery appeared in China's real estate sector in March, and it may be approaching a turning point. Batra remains optimistic about China's economic prospects, believing China will outperform other emerging markets

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JPMorgan Chase

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JPMorgan Chase & Co.

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JPMorgan Says China's Property Market Nearing Turning Point, Will Boost Stock Rally

Chinese stocks are showing resilience due to haven demand for yuan-linked assets, recovering home prices, and the inclusion of tech start-ups in key indices. Optimism is rising as home prices in major cities stabilize and inflation trends emerge. The addition of AI firms to Hong Kong's indices is expected to attract fresh capital. Analysts suggest that the worst of China's economic downturn may be over, with a projected 5-10% gain in stocks by year-end, despite geopolitical uncertainties.

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Outlook for China stocks brightens on capital flows, rebounding home prices

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On April 13th, four Hong Kong stock thematic funds were issued on the same day, bringing the total number of new products in 2026 to 53, an increase of 1.79 times compared to the same period last year. Southbound funds net bought nearly HKD 220 billion, showing signs of overseas capital inflow. Although the market is hotly discussing the influx of Middle Eastern capital, industry insiders have differing views on this. The newly launched funds are primarily passive, focusing on technology, pharmaceuticals, and consumer sectors, indicating that institutions are seeking excess return opportunities

腾讯新闻 - 财经

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HSTECH ETF

Who is buying Hong Kong stocks? Fund issuance has doubled, southbound funds are sweeping in, has Middle Eastern capital arrived?

Bank of America indicates that China has room to ease monetary policy further despite a slight increase in inflation forecasts. The bank projects consumer price inflation (CPI) at 1.0% and producer price inflation (PPI) at 1.2% for 2026. The inflation rise is attributed to external factors rather than domestic demand recovery. Weak consumption and ongoing challenges in the property sector suggest that the People's Bank of China can cut interest rates further to stabilize growth, maintaining an accommodative policy stance unless domestic demand improves significantly.

Investinglive

China still has room to ease as inflation remains below target, BofA says

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The United States and Iran agreed to a two-week ceasefire, leading to a sharp decline in international oil prices, while Hong Kong stocks surged significantly after the holiday. The Hang Seng Index rose by 776 points or 3.1%, closing at 25,893 points, with the National Index and Hang Seng TECH Index also increasing by 2.6% and 5.2%, respectively. Market turnover increased to HKD 372.437 billion, with the total turnover of northbound trading reaching HKD 154.482 billion. Major stocks such as HSBC, STANCHART, and HKEX saw significant gains, while AI stock KNOWLEDGE ATLAS rose by 11.5%

AASTOCKS

HKEX

Hong Kong Exchanges and Clearing (HKEX)

KNOWLEDGE ATLAS

STANCHART

CAM HS TECH

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HSBC Holdings plc ADRhedged

"Market Review" US-Iran Ceasefire, Hang Seng Index Soars 3%, Tech and Metal Stocks Surge

Hang Seng China Enterprises Index(HSCEI.HK)