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In January 2026 Chinese bank wealth‑management balances unexpectedly contracted by about 114.2 billion yuan as retail investors, lured by strong equity market returns and standout public‑fund performance, moved money into mutual funds. The rout was concentrated at major state bank wealth arms while public fund issuance and new account openings surged, highlighting a rapid retail shift toward higher‑volatility, higher‑return instruments.

China’s STAR Market (Sci‑Tech Innovation Board) significantly outperformed broader A‑shares over the snake year, powered by listing and reform measures and a surge in ETF issuance. In 2025, 65 new SciTech ETFs raised a record CNY 44.749 billion as indices and product suites proliferated, drawing growing allocations from institutional long‑term investors while leaving the market exposed to high valuations and policy dependence.

Japan has announced a large rare‑earth deposit beneath the seabed near Minami‑Tori‑shima, but deep water, engineering complexity, high extraction costs and environmental and regulatory hurdles make commercial exploitation unlikely in the near term. China’s existing lead in purification technology and cost structure means Tokyo’s claim is more of a political signal than an immediate challenge to Beijing’s dominance in rare‑earth supply chains.

The China Securities Regulatory Commission has proposed top fines and lifetime market bans after finding that Tianfeng Securities illegally financed its largest shareholder and failed to disclose related‑party transactions from 2020 to 2022. The penalties — including RMB 25 million in corporate fines, RMB 34.8 million in individual fines and lifetime bans for three executives — signal tougher enforcement on conflicts of interest and weaker tolerance for broker‑sponsor collusion.

Hong Kong posted a stronger growth profile in 2025, driven by export demand, a services rebound and renewed capital‑market activity. Policy moves to develop a northern innovation cluster linked to Shenzhen are beginning to produce measurable results, challenging the notion that the city is solely a financial centre.

China opened 2026 with a notable expansion of credit and money supply: January M2 grew 9.0% year‑on‑year while social financing rose 8.2%. Government bond issuance and a significant rise in bank lending—particularly medium‑ and long‑term corporate loans—underpinned the pickup, while financing costs remained low, supporting firms and infrastructure projects.

Outlet malls are enjoying a post‑pandemic renaissance across China, drawing a diverse mix of middle‑aged men, suburban families and disenchanted online shoppers with open‑air design, clustered brand offerings and visible discounts. Rapid expansion by established chains and new entrants is reshaping retail geography, but the model faces risks from discount dilution, overcapacity and rising consumer scepticism about promotional authenticity.

President Trump announced he will visit Venezuela and said U.S. companies are extracting oil there, as Washington pursues high‑level talks with Caracas on energy, mining and sanctions. U.S. Energy Secretary Chris Wright met Venezuela’s acting president in Caracas to negotiate cooperation and possible sanctions relief, while anti‑U.S. demonstrations have erupted in the capital.

China’s GB 48001—2026 mandates mechanical redundancy for vehicle door handles and effectively bans fully power‑dependent hidden exterior handles, with staggered compliance from 2027 to 2029. The rule responds to a cluster of rescue failures and consumer complaints and will force costly redesigns across automakers and suppliers, with likely global ripple effects given China’s market size.

A post‑holiday rush of young buyers in China is boosting sales of lightweight, design‑led gold jewellery even as global bullion prices climb. Financial results show a split: large franchised chains drive revenue through scale while a handful of boutique operators extract far higher margins, but the durability of brand premiums is uncertain because resale values remain tied to metal prices.

Li Zhaoting, the former head of the Dongxu business empire and once among Hebei’s richest individuals, was detained by Shijiazhuang police on February 13 as investigations continue. Regulators had already imposed roughly RMB 1.7 billion in penalties and lifetime market bans related to disclosure violations and alleged fraudulent share issuance; only Jia Linjie remains listed from the Dongxu orbit and says operations are normal.

Chinese media reports that J‑16s and Su‑30s were able to lock onto and expel an F‑22 in a training encounter highlight the PLA’s focus on integrating legacy fighters into a now more sophisticated sensor and electronic‑warfare network. The episode underscores that systems and tactics can mitigate some advantages of stealth, even as platform modernisation continues.

A brigade in the Tibet Military Region has reoriented its in-unit ‘‘craftsmen’s studio’’ from producing many inventions to developing fewer, higher-impact solutions aimed at immediate battlefield problems. Through embedded technicians, structured courses, and targeted projects, the unit has shortened artillery preparation times and improved survivability in exercises, demonstrating how grassroots innovation is being harnessed for operational readiness in the PLA.

Donald Trump confirmed that the U.S. will deploy a second aircraft carrier to the Middle East, signaling a stepped-up American military posture amid persistent regional tensions. The move is intended to deter attacks and reassure allies, but it also raises the risk of miscalculation and broader economic and geopolitical consequences.

Sailors aboard China’s Fujian aircraft carrier published festive New Year greetings, joking that “80,000 tonnes of good fortune” have arrived—a symbolic use of the ship’s displacement to project national pride. The episode is a domestic PR effort to humanize the navy and normalize China’s expanding carrier force, with signal value for regional observers.

The 62nd Munich Security Conference opened on February 13 with Wolfgang Ischinger warning that the transatlantic partnership is at a crossroads and calling for a unified, stronger Europe. The gathering—attended by more than 1,000 delegates including over 60 heads of state—aims to forge a "transatlantic reset" amid what Ischinger described as unprecedented global security challenges.

JD Airlines’ first Airbus A330-200P2F freighter — its 12th aircraft and first wide‑body — marks the company’s entry into long‑haul international cargo. The deal fast‑tracked Airbus’ foothold in China’s freighter market and underlines JD’s strategy to bind its e‑commerce supply chain to owned airlift, even as regulatory slots and empty return legs pose commercial challenges.

Xinhua published a short piece showing the People’s Armed Police offering Lunar New Year greetings, a mix of public-relations and reassurance during the high-travel chunyun period. The dispatch underscores the dual role of China’s paramilitary forces as both community-facing and continuously on duty.

China’s foreign ministry presented Lunar‑New Year “lucky bags” to foreign journalists at a Beijing press briefing, a small act praised as warm by those present. The gesture illustrates how cultural rituals serve as low‑cost public diplomacy aimed at softening interactions with the foreign press amid broader diplomatic tensions.

Ned Davis Research warns that if the current sell‑off becomes a full crypto winter, Bitcoin could fall to about $31,000 — a drop of roughly 55% from current levels and as much as 70–75% from its October peak. Other banks and strategists offer differing downside targets, but the central risk is that renewed selling, leverage and miner pressure could amplify losses even as greater institutional participation offers some stabilising force.