US tech rally can’t help Chinese stocks

The first quarter of 2026 has presented investors with complex and worsening financial conditions, volatile oil prices, and heightened geopolitical tensions. Q1 earnings are already being reported, and so far, the indications have been promising. What are the expectations for the ...  Show more

Wall Street ended modestly higher yesterday, with the S&P 500 and Nasdaq closing at record highs following a twelfth consecutive advance. US markets reacted positively to the announcement of a 10‑day ceasefire between Lebanon and Israel. Earnings also provided support, led by ban ...  Show more

On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ...  Show more

MRKT Matrix - Monday, January 27th S&P 500 slides, Nasdaq drops 3% in sharp AI stock sell-off spurred by China's DeepSeek (CNBC) What Is China’s DeepSeek and Why Is It Freaking Out the AI World? (Bloomberg) Nvidia’s $560 Billion DeepSeek Rout Is Largest in Market History (Bloombe ...  Show more

On Monday, the stock market tanked, seemingly in reaction to the emergence of DeepSeek, an open source AI model developed in China. Nvidia, the semiconductor giant that has been the largest winner of the AI boom, erased $589 billion in market cap, for the biggest one-day wipeout ...  Show more

On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ...  Show more