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A-share shipping stocks surged, with COSCO Shipping Energy Transportation hitting the daily limit, followed by gains in China Merchants Energy Shipping, COSCO Shipping Specialized Carriers, Air China, China Merchants Port Holdings, and COSCO Shipping

2026-03-18

A-share shipping stocks surged, with COSCO Shipping Energy Transportation hitting the daily limit, followed by gains in China Merchants Energy Shipping, COSCO Shipping Specialized Carriers, Air China, China Merchants Port Holdings, and COSCO Shipping Development.

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2026-03-18

China Policy & Diplomacy - China’s Finance Ministry releases 2025 fiscal policy execution report, pledging a more proactive fiscal stance in 2026 - China’s Foreign Ministry, on Trump seeking to delay Xi summit: China, US in communications over Trump’

China Policy & Diplomacy - China’s Finance Ministry releases 2025 fiscal policy execution report, pledging a more proactive fiscal stance in 2026 - China’s Foreign Ministry, on Trump seeking to delay Xi summit: China, US in communications over Trump’s visit to China Geopolitics & Iran Conflict - Senior Iranian official: Iran’s new Supreme Leader in foreign policy session rejects proposals for “reducing tensions or peace with the US” - Iraq oil minister says in contact with Iran to allow some oil tankers to pass through Strait from Hormuz - state news agency - Trump: United States has been informed by most of our NATO “allies” that they don’t want to get involved with our military operation against terrorist regime of Iran - Trump delays Beijing trip by 5-6 weeks amid Iran war disruptions Energy & Commodities - Chinese state majors resume seeking Russian oil shipments following US waiver, sources say - Japan, US to agree on joint development of rare earth elements, lithium, copper at summit meeting this week, Nikkei says - Hassett: Coordinated oil reserve release could go up if needed Technology & AI - Alibaba launches Wukong AI platform for enterprises, targets enterprises automation with agentic AI - Amazon CEO: AI to double AWS sales to $600 billion by 2036 - internal meeting - Nvidia CEO Huang: I have strong visibility of $1 trillion plus - Nvidia CEO Jensen Huang confirmed that the company is restarting H200 AI accelerator manufacturing for customers in China - OpenAI gears up to go public, potentially by the end of the year - CNBC U.S. Policy & Industry - Trump officials weigh new $1 billion deal to stop offshore wind farms - NYT
2026-03-18

The South Korean presidential office announced that President Lee Jae-myung will discuss measures to address market volatility.

The South Korean presidential office announced that President Lee Jae-myung will discuss measures to address market volatility.
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