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Money Moves Daily - China/Hong Kong

Money Moves Daily - China/Hong Kong

Auteur(s): Sophia Reyes & Jason Miller
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 Your daily briefing on the money moves shaping China & Hong Kong. Join Sophia Reyes & Jason Miller as they cut through the jargon. From Beijing's policies to the buzz in Shenzhen, we break down what matters for investors and global business. Stay ahead of the market with the essential daily analysis of Asia's economic powerhouses.Sophia Reyes & Jason Miller
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  • Money Moves Daily - China/Hongkong - 2025-09-05 - Nomura’s Bubble Warning, EV Price Wars & HKEX’s Blowout

    Money Moves Daily - China/Hongkong - 2025-09-05 - Nomura’s Bubble Warning, EV Price Wars & HKEX’s Blowout
    Sep 5 2025

    Asian stocks are up, but Nomura says mainland gains look bubbly—Sophia and Jason break down why markets are running hotter than the real economy. We dig into China’s EV price war and who can actually reach break-even, plus Quick Hits: HSBC’s new HK chief, OSL listing BNB, and fresh shale gas finds. What to Watch: China’s August FX reserves on Sunday, Sep 7. Upbeat, clear, and actionable.
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    7 min
  • Money Moves Daily - China/Hong Kong - 2025-09-04 - Property Pains, EV Price War & PMI Watc

    Money Moves Daily - China/Hong Kong - 2025-09-04 - Property Pains, EV Price War & PMI Watc
    Sep 4 2025

    Sophia Reyes and Jason Miller unpack a mixed day in Asia—Hang Seng steadies while mainland markets slip—and why China’s resale home prices keep falling despite support. They dive into the bruising EV price war (BYD’s margin squeeze, Tesla’s cuts) and what separates future winners from also-rans. Quick Hits: rotation into Hong Kong names, the U.S. yanking TSMC’s China waiver, Hainan’s talent tax break, Alibaba’s post-earnings fade, and Meituan’s “LongCat” AI. Plus, why August PMI could be the next big catalyst.
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    10 min
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