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A-share film and cinema stocks surged in the afternoon, with Bona Film Group hitting the daily limit. Shanghai Film Group had previously hit the limit, while H&R Century Pictures, Jinyi Cinemas, and China Film Group also rose.

2026-09-07

A-share film and cinema stocks surged in the afternoon, with Bona Film Group hitting the daily limit. Shanghai Film Group had previously hit the limit, while H&R Century Pictures, Jinyi Cinemas, and China Film Group also rose.

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2026-09-07

JP Morgan strategists led by Mislav Matejka say investors should use market pullbacks to add exposure, citing a strong corporate earnings outlook. acknowledge rising global bond yields and elevated inflation concerns but still expect the equity rally

JP Morgan strategists led by Mislav Matejka say investors should use market pullbacks to add exposure, citing a strong corporate earnings outlook. acknowledge rising global bond yields and elevated inflation concerns but still expect the equity rally to continue. Improving earnings revisions mean downturns compress P/E ratios and make equities cheaper. The macro backdrop is supportive, with US and eurozone manufacturing near four‑year highs. The team judges modest central‑bank tightening unlikely to derail equities unless inflation expectations shift materially. Matejka correctly flagged the potential for fresh highs in June.
2026-09-07

Japan leading economic index (preliminary) +1.7% MoM in July; prior 0.0%.

Japan leading economic index (preliminary) +1.7% MoM in July; prior 0.0%.
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