Chinese stocks: Solid start driven by tech advances – HSBC

FXStreet Insights Team FXStreet

HSBC Asset Management notes that Chinese stocks have begun 2026 on a strong note, fueled by significant advancements in technology, particularly in AI and robotics. However, challenges remain, including weak domestic demand and the need for a shift towards a consumption-driven economy.

Tech innovation boosts market confidence

"Chinese stocks have got off to a solid start in 2026 – buoyed by a fresh wave of homegrown tech advances, from a new AI model and robotics to commercial rockets and flying cars. As part of China’s new five-year plan, technological innovation (especially in AI) remains a key priority."

"But after last year’s market re-rating, investors will want stronger fundamentals and profits this year. Key to this will be the macro backdrop."

(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor.)

Author

FXStreet Insights Team

FXStreet

The FXStreet Insights Team is a group of journalists that handpicks selected market observations published by renowned experts. The content includes notes by commercial as well as additional insights by internal and external analysts.

EUR/USD trades comfortably around 1.1870

Ongoing weakness in the Greenback has given EUR/USD another push higher, extending last week’s rally and lifting the pair to fresh yearly highs just above the 1.1900 mark on Monday. Looking ahead, investors are likely to stay cautious in the run-up to Wednesday’s Fed meeting.

GBP/USD trims some gains, back below 1.3700

GBP/USD is building on its recent gains at the start of the week, climbing to four-month highs above the key 1.3700 level just ease some ground afterwards. The move reflects a broader improvement in risk appetite, with persistent selling pressure continuing to weigh on the US Dollar.

Gold surrenders part of the advance, recedes below $5,100

Gold is extending its impressive rally on Monday, surpassing the $5,100 level per troy ounce as the Greenback stays well on the defensive. Ongoing geopolitical tensions, alongside softer US Treasury yields, are providing additional support to the yellow metal.

Tokenization expands crypto market, but may come at altcoins’ expense

Tokenization has been the major narrative around the crypto market over the past year. Following US President Donald Trump's passage of the GENIUS Act for stablecoin regulation and the Senate's deliberation on the market structure CLARITY bill, every major crypto player has hopped on the trend.

Tariffs, rate decisions, and inflation: Your week ahead brief

Well, what a week it has been. And that is putting it mildly. Fortunately, for those of us nursing their geopolitical-induced headaches, this week offers a chance to refocus on central bank decisions, inflation figures, and corporate earnings.

Tether Gold dominates 60% of tokenized Gold market as XAU₮ valuation exceeds $2.2 billion

Tether Gold (XAU₮) dominated the Gold-backed stablecoin sector in 2025, accounting for approximately 60% of total market supply, as demand for tokenized real-world assets surged alongside Gold prices.