China Policy & Economy
- China releases list of central government policies to strengthen, benefit and
enrich the agricultural sector in 2026
- Swift: China’s renminbi share as a global payment currency was 2.74% in Feb,
down from 3.13% in Jan
- China Feb survey-based jobless rate for 25–29 years old, excluding college
students, at 7.2% vs 6.8% in previous month - stats bureau
- PBOC: To continue implementing moderately accomodative monetary policy
- PBOC vows to maintain stability in stocks, bonds, FX markets
- China MIIT hold forum with new energy vehicle industry companies
Geopolitics & Iran Conflict
- Trump: United States of America will massively blow up entirety of South Pars
gas field if Iran decides to attack Qatar
- U.S. officials detected unidentified drones over Fort McNair, home to
Secretary of State Marco Rubio and Defense Secretary Pete Hegseth
- Iran claims it is considering charging a 10% toll on ships passing through the
strategic Strait of Hormuz
- Bessent: U.S. may unsanction Iranian oil on water in coming days - Fox
Business Network interview
Technology & AI
- Musk: SpaceX AI and Tesla expect to continue ordering Nvidia chips at scale
- Musk: We might be able to tape out AI6 in December
Corporate & Earnings
- Alibaba Q3 revenue RMB 284,843 million; 3Q net income CNY 16.3B
- Alibaba Group: Over the next five years, our goal is to surpass $100 billion
in combined cloud and AI external revenue - Conf Call
- Alibaba Group: Expect quick commerce business to be profitable by FY29
- Xiaomi’s updated SU7 sedan starts from 219,900 yuan: CEO
- Xiaomi CEO: Plans to invest at least 60 billion yuan in AI over next three
years
Global Policy & Industry
- Trump, Takaichi set to announce $40 billion US reactor project
- Japan’s Takaichi: Japan open to dialogue with China
