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China July PPI MoM -0.7%, prior -0.3%.

2026-08-09

China July PPI MoM -0.7%, prior -0.3%.

Other News
2026-08-08

Iranian Foreign Minister Araqchi: The original channel separation scheme in the Strait of Hormuz has become invalid, and the shipping routes need to be redrawn.

Iranian Foreign Minister Araqchi: The original channel separation scheme in the Strait of Hormuz has become invalid, and the shipping routes need to be redrawn.
2026-08-09

Galaxy Securities says August is seeing a shift in the A-share market from expectation-driven trading to reality testing, centered on three verification lines: earnings, policy and external risk. Earnings: mid–late August is the busiest window for A-

Galaxy Securities says August is seeing a shift in the A-share market from expectation-driven trading to reality testing, centered on three verification lines: earnings, policy and external risk. Earnings: mid–late August is the busiest window for A-share half-year report disclosures and should drive pricing around H1 results versus expectations. Policy: the July Politburo meeting set H2 economic tasks; markets will move to test policy detail issuance and execution. External risk: the Fed's policy path remains the primary global market focus. Recommendation: maintain balanced positioning. Sector focus — secular/tech winners: semiconductors and supply chain (memory chips; semiconductor equipment & materials; advanced packaging), components, communications equipment, energy storage/power infrastructure, humanoid robots, commercial aerospace. Defensive core: coal, coal chemicals, financials, utilities, new energy. Cyclicals/resources likely to recover: nonferrous metals, basic chemicals, building materials, steel.
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