Cambricon Technologies Corporation Limited

In the short history of the Chinese stock market, there have already been two bubbles - in 2007 and 2015. In less than five recent months, it has risen by only 25% (even less than, for example, the U.S. market), but there are clear signs of speculative frenzy. The authorities are concerned about a possible repetition of the situation, when the rapid rise will turn into an equally impressive collapse.

"The Communist Party doesn't want a repeat of this": why China has started to actively cool the market

Country Garden Holdings Company Limited

August 25, 2025 was a symbolic moment for the real estate sector in China - the stock exchange in Hong Kong delisted the company Evergrande, the collapse of which, among other things, began the protracted crisis in the real estate market of China. In 2020, the country's authorities tightened financial requirements for developers and the next year began a relentless decline in housing prices. Because of the crisis in the real estate market, the Chinese economy is slowing down and may fall into a multi-year stagnation. What mistakes led to it?

Ghost towns and huge debts: what the crisis has taught the Chinese real estate market 

Palantir Technologies Inc.

NVIDIA Corporation

Last week's selloff in tech giants' stocks after an impressive rally brought to mind the most important principle of prudent investing - diversification. During periods of market euphoria, when individual companies or sectors show dizzying growth, it is often forgotten. Fascinated investors hold one or a few stocks in their portfolio. Such concentration is a dangerous trap that not only jeopardizes the entire capital, but also deprives the investor of peace of mind.

Diversify when you don't feel like it: how an investor can get rid of euphoria

Advanced Micro Devices, Inc.

US President Donald Trump told reporters on Friday, August 15, on his way to Anchorage that duties on US semiconductor imports could <a href="https://www.barrons.com/articles/trump-tariffs-semiconductors-9b62f5ca">reach </a>300%. And early last week, he allowed Nvidia and Advanced Micro Devices (AMD) to supply China with chips for artificial intelligence, the export of which was previously restricted. The condition is that the companies will contribute 15% of such sales to the budget.

Small deal with big risks: how the introduction of the "export tax" in the USA will turn out

China Petroleum & Chemical Corporation

PETROCHINA

CNOOC

The development of the Chinese economy for about 20 years was one of the main factors that ensured the growth of oil consumption in the world. But now China's role has changed: it is becoming a leader in reducing its consumption and limiting its purchases, thereby increasing risks for oil exporting countries. This is changing the situation in the entire global oil industry.

"A cup of rice in your own hands": how China has changed the oil market

Shell plc

The situation on the global gas market, which experienced a severe crisis in 2022, will change radically in the coming years. Thanks to the commissioning of numerous liquefaction terminals, by the end of the decade the LNG market supply may almost double, far exceeding demand. The surplus, which should lead to a strong decline in prices, will persist until at least the early 2030s.&nbsp;

The saturation cycle: why the LNG market will be oversupplied and what will happen to gas prices

GameStop Corp.

Opendoor Technologies Inc.

Kohl's Corporation

The US stock market is repeating the euphoria of four years ago associated with meme stocks. In 2021, the most famous of them were the securities of GameStop, a chain of video game stores, and AMC Entertainment movie theaters. Their quotations retail traders, negotiating in social networks, inflated dozens of times, depriving hedge funds of billions of dollars. But this was a prelude to a market crash in 2022. Memomania raises similar concerns now.

Memomania is back: how retail traders rocked the market


U.S. President Donald Trump is seriously engaged in restructuring the international trade system, and it seems that other countries, which he hits with import duties, have nowhere to go, because the U.S. market is the largest in the world. But to reduce their dependence on it and support their economies, they have begun to negotiate with each other, including on projects that have been under discussion for decades. As a result, trade may become freer - outside the US;

A ship without a captain: How countries make trade alliances without the U.S.

Donald Trump's actions on the international stage, both economically and politically, have earned him the offensive definition of Trump Always Chickens Out (TACO), which can be translated as "Trump always backs down." But now that markets have begun to view his actions through the TACO lens and ignore his threats, he may become more aggressive.

Michael Overchenko

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Tesla, Inc.