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2026-08-28

A-share aquatic product concept stocks surged, with China Fisheries hitting the daily limit, and Guolian Aquatic Products, Joyvio Foods, Zhangzidao, and Kaichuang International among the top gainers.

A-share aquatic product concept stocks surged, with China Fisheries hitting the daily limit, and Guolian Aquatic Products, Joyvio Foods, Zhangzidao, and Kaichuang International among the top gainers.
2026-08-28

China A-share food sector rebounded after volatile trade; Black Sesame hit the daily limit, while Ligao Food, Hongmian Co., Yizhi Konjac, Bestore, Jinzi Food and Haoxiangni are also advanced.

China A-share food sector rebounded after volatile trade; Black Sesame hit the daily limit, while Ligao Food, Hongmian Co., Yizhi Konjac, Bestore, Jinzi Food and Haoxiangni are also advanced.
2026-08-28

A-share food concept stocks rebounded after fluctuations, with Heizhima hitting the daily limit, and Ligao Food, Hongmian Shares, Yizhi Konjac, Liangpin Shop, Jinzai Food, Haoxiangni and others following suit.

A-share food concept stocks rebounded after fluctuations, with Heizhima hitting the daily limit, and Ligao Food, Hongmian Shares, Yizhi Konjac, Liangpin Shop, Jinzai Food, Haoxiangni and others following suit.
2026-08-28

China's retail fuel-price adjustment window opens Aug 28 at 24:00 and a rise is expected. Although international crude rose then fell over the Aug 14–28 pricing period, the reference crude change rate stood at +8.18% as of the Aug 26 close. Models fo

China's retail fuel-price adjustment window opens Aug 28 at 24:00 and a rise is expected. Although international crude rose then fell over the Aug 14–28 pricing period, the reference crude change rate stood at +8.18% as of the Aug 26 close. Models forecast a 360 yuan/ton increase, equal to roughly +0.28 yuan/liter for 92-octane, +0.30 yuan/liter for 95-octane and +0.31 yuan/liter for 0 diesel.
2026-08-28

Goldman strategist Rich Privorotsky says markets may be overfocused on a Fed speaker at Jackson Hole and underestimating oil's market impact. Transmission he flags: oil prices ↓ → inflation expectations ↓ → consumer pressure eases → long‑end US Treas

Goldman strategist Rich Privorotsky says markets may be overfocused on a Fed speaker at Jackson Hole and underestimating oil's market impact. Transmission he flags: oil prices ↓ → inflation expectations ↓ → consumer pressure eases → long‑end US Treasury yields ↓ → equity valuation pressure eases → risk assets benefit. He says Jackson Hole is unlikely to be a major event risk unless the speaker materially departs from prior policy stance.
2026-08-28

Goldman Sachs strategist Rich Privorotsky believes that oil prices may be more important than the Jackson Hole symposium. In other words, Goldman Sachs believes the market may be overemphasizing Warsh's speech while underestimating the impact of oil

Goldman Sachs strategist Rich Privorotsky believes that oil prices may be more important than the Jackson Hole symposium. In other words, Goldman Sachs believes the market may be overemphasizing Warsh's speech while underestimating the impact of oil prices on inflation and financial markets. Goldman Sachs argues that if oil prices fall: Oil prices ↓ → Inflation expectations ↓ → Consumer pressure ↓ → Long-term US Treasury yields ↓ → Equity valuation pressure ↓ → Risk assets benefit. Therefore, oil prices may be more important than Warsh's speech itself. Privorotsky believes that unless Warsh significantly deviates from his previous policy stance, Jackson Hole itself may not pose a "major event risk."
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