NVIDIA Corporation

With Beijing's lack of clarity, Nvidia is forced to impose extremely tough conditions on Chinese customers

China will approve purchases of Nvidia's AI chips as early as this quarter - Bloomberg

Chinese authorities may oblige local businesses to buy AI chips domestically, sources tell Information

China demanded tech companies halt orders for Nvidia chips - media outlet

In 2025, the MSCI China Index gained 28%, while the S&amp;P 500 rose just over 16% during the same period.

Goldman predicts further growth of 20% for the Chinese market in 2026. What will be the driving force behind this?

Washington insists that the new government in Caracas should cooperate in the oil sector only with the US.

Trump demanded Venezuela break ties with China and Russia — media

East Money Information Co.,Ltd.

China Satellite Communications Co., Ltd.

Investor sentiment in China is improving thanks to a combination of several factors

Chinese stocks hit four-year high on AI bets

In 2025, emerging market stocks confidently<a href="https://www.marketwatch.com/story/how-emerging-markets-stocks-can-keep-trouncing-the-s-p-500-3717fc49"> outperformed</a> US stocks, which was one of the main surprises of the outgoing year. By December 29, the gap in growth dynamics between the MSCI Emerging Markets (judging by <a href="https://finance.yahoo.com/quote/EEM/">the</a> largest <a href="https://finance.yahoo.com/quote/EEM/">ETF</a> following it) and the S&amp;P 500 exceeded 12 percentage points. This is like a "stretched rubber band," says Arjun Jayaraman of Causeway Capital Management: US stocks have significantly outperformed emerging markets for a long time. And now a correction has occurred.

Investor geography: which countries to look to for promising ideas in 2026 

Sapporo Holdings Limited

KKR & Co. Inc.

Gold, silver and platinum are hitting all-time highs amid demand for safe-haven assets and expectations of rate cuts in the US. Washington postpones the introduction of duties on Chinese semiconductors until 2027. These and other topics - in our review of key events in the morning of December 24.

Highlights for the morning: precious metals records, U.S. duty pause against China, Motive IPOs

It's a sign that Donald Trump's administration is trying to stabilize relations with Beijing, according to Bloomberg

U.S. postpones imposing duties on Chinese chips until mid-2027

The company's shares were up more than 1 percent in trading on Dec. 22

Nvidia plans to start shipping H200 AI chips to China by mid-February - Reuters

In which regions of the world should investors look out for flocks of "black" and "gray" swans?

What political events investors should watch out for in 2026

Oracle Corporation

TikTok has launched a process to separate from ByteDance through a deal with Oracle and U.S. investors, seeking to remove political and regulatory risks in the United States. The Bank of Japan raised its key rate to a 30-year high amid the country's high inflation and record government debt. These and other topics - in our review of key events for the morning of December 19.

The main thing for the morning: the fate of TikTok in the U.S., a record rate in Japan and €90 billion for Ukraine

Micron Technology, Inc.

BP p.l.c.

BP will change its CEO, putting a woman - Meg O'Neill - at the helm of a major oil and gas company for the first time in history. Nvidia board member Harvey Jones sold shares in the company, which he had owned for almost 30 years. The report of memory chip maker Micron supported the market after the collapse of the technology sector. These and other topics - in our review of key events for the morning of December 18.