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The A-share commercial aerospace sector weakened in early trading, with Kuang-Chi Technologies hitting the daily limit down, and OKE and Honglida falling by more than 10%. Hongyuan Electronics, Duolun Technology, Changyingtong, and Western Supercondu

2026-10-30

The A-share commercial aerospace sector weakened in early trading, with Kuang-Chi Technologies hitting the daily limit down, and OKE and Honglida falling by more than 10%. Hongyuan Electronics, Duolun Technology, Changyingtong, and Western Superconducting Technologies also followed suit.

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2026-10-29

Chris Zaccarelli, CIO at Northlight Asset Management, says today's elevated inf and strong GDP print raise upside risk to interest rates—negative for bonds but still tolerable for equities. He warns that if both inf and growth run higher, policy rate

Chris Zaccarelli, CIO at Northlight Asset Management, says today's elevated inf and strong GDP print raise upside risk to interest rates—negative for bonds but still tolerable for equities. He warns that if both inf and growth run higher, policy rates will need to be higher. Current inf is not severe and has not halted activity; real growth remains above trend after adjusting for inf. Rising Rates alone may not end the bull market, but a growth slowdown or recession could interrupt the rally. Zaccarelli notes capital-spending concerns exist but do not signal a move to a bear market.
2026-10-30

China A-share PCB sector opened sharply lower in the opening auction. Ouke Yi fell over 18%, Shenghong Technology dropped more than 12%. Taijin New Energy, Nanya New Materials, Pengding Holdings, Jiuri New Materials and Hongshida also declined.

China A-share PCB sector opened sharply lower in the opening auction. Ouke Yi fell over 18%, Shenghong Technology dropped more than 12%. Taijin New Energy, Nanya New Materials, Pengding Holdings, Jiuri New Materials and Hongshida also declined.
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