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Stock bulls everywhere beware: the US market rally narrative is loaded with risks

Bullish sentiment towards stocks is rampant in the US, as one Wall Street strategist after another raises their target for…

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New Business

Family offices to keep consistent allocations over next 12 months: Goldman Sachs survey

Global family offices will remain consistent in their strategic allocations over the next 12 months amid growing concerns over geopolitical…

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New Business

Why China’s anti-involution fight could be less punchy than 2015’s supply-side reform

China’s intensified fight against cutthroat, low-quality price competition – known as involution – is unlikely to result in supply-side reform…

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New Business

China’s stablecoin dilemma: why US dollar tokens matter – and how Beijing might respond

Once a niche corner of the cryptocurrency world, stablecoins have surged into the global spotlight this year, prompting analysts and…

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New Business

All signs point to a recovery firmly taking hold in Hong Kong’s housing market

Hong Kong’s home sales remained above the 5,000 level for the sixth consecutive month in August, further strengthening the view…

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New Business

What China’s self-reliance push means for its semiconductor industry as US hurdles mount

China’s drive for economic self-reliance is raising the spirits and prospects of its semiconductor industry, as insiders expect more home-grown…

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New Business

China’s yuan set for more gains against US dollar as Fed sends dovish signals

The Chinese yuan is set to continue making gains against the US dollar over the coming months, as China’s central…

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New Business

Exclusive | China AI firm SenseTime on fast track to profitability thanks to spin-offs, Beijing support

Chinese artificial intelligence (AI) powerhouse SenseTime is on a fast track to turn a profit thanks to its strategy of…

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New Business

China’s US$22 trillion savings and global investors a potent mix for equity markets

In the second instalment of the two-part series on the outlook for the Hong Kong and mainland Chinese stock markets,…

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New Business

Opinion | Why Beijing is letting parts of China’s property sector fail

In an encouraging tableau presented by Chinese authorities, which reported 5.3 per cent year-on-year growth for the first half of…

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