Any war in the Middle East is usually perceived as a global risk for the economy. Oil rises, logistics become more expensive, and markets get nervous. But if you look more closely, this turbulence has beneficiaries. One of them is China.

How China is tacitly benefiting from the Gulf War

JinkoSolar Holding Co., Ltd.

The yuan, PRC bonds and Chinese stock markets have been more stable than Western and Asian peers amid the Middle East conflict

Safe haven: Chinese assets outperform global markets on resilience amid war

KazMunayGas

KazTransOil

The war in the Middle East has led to a sharp rise in energy prices in the world. Olga Moshkina, Junior Director for Corporate Ratings at Expert RA Agency, argues whether this conflict is beneficial for Kazakhstan's economy, which depends on oil revenues.

War in the Middle East: Can Kazakhstan capitalize on it?

Samsung Electronics Co., Ltd.

SK hynix Inc.

Amid an explosive rally in oil prices on the morning of Monday, March 9, the MSCI Asia-Pacific index collapsed 5.6 percent, the steepest decline since April, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-08/oil-tops-100-as-war-rages-stocks-set-to-fall-markets-wrap">calculated. </a>

Stocks in Asia collapse after explosive rise in oil prices

By the end of the first week of the large-scale operation of the U.S. and Israel against Iran, the best dynamics in Asia were demonstrated by the Chinese markets, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-06/chinese-markets-weather-iran-war-turmoil-better-than-asian-peers">noted</a>. Shares of Chinese companies traded on the domestic market (Shanghai Shenzhen CSI 300 index), during this time lost only about 1%, while in other Asian markets the decline <a href="https://oninvest.com/article/u-akcij-azii-hudsaa-nedela-za-6-let-u-nefti-rekord-s-2022-go-7-den-vojny-v-irane">exceeded</a> 6%, writes Bloomberg.

'Investor safe haven': China's markets fared best in Asia after a week of war in Iran

AIA Group Limited

Minimax-wp

XPeng Inc.

According to the Nikkei consensus forecast, China's real GDP is expected to grow by 4.5% in 2026

China has lowered its GDP growth target to a historic low. Why is this good for stocks?

NVIDIA Corporation

Broadcom Inc.

OpenAI has increased annual revenue to more than $25 billion and is expanding aggressively in the enterprise market, competing with Anthropic and Google. Broadcom expects AI chip sales to exceed $100 billion by 2027. On these and other topics - in our review of key events by the morning of March 5.

Highlights for this morning: new Anthropic and Pentagon talks, $25 billion in OpenAI revenue

Chinese stocks may rise by 20% as rising inflation expectations lead to better corporate earnings, according to analysts at UBS Securities Asia. Their opinion is <a href="https://www.bloomberg.com/news/articles/2026-02-26/ubs-sees-20-upside-for-china-stocks-on-reflationary-potential">published by</a> Bloomberg.

UBS expects Chinese stocks to rise 20%. What can push the market?

Knowledge Atlas Technology Joint Stock Company Limited

Alibaba Group Holding Limited

Knowledge Atlas, known as Zhipu, is <a href="https://www.ft.com/content/37c91e08-d13a-45a7-a3a7-acb43fa5522e">called the</a> Chinese equivalent of OpenAI. In January 2026, it went public, and its quotations rose more than five times the IPO price. What an investor should know about it, wrote independent analyst Mikhail Zavaraev.

Shares of Zhipu, a China-based AI developer and OpenAI peer, have quintupled since its IPO. What do investors need to know about it? 

Coinbase Global, Inc.

ASML Holding N.V.

Amazon.com, Inc.

Nu Holdings Ltd.

Celestica Inc.

Super Micro Computer, Inc.

Taiwan Semiconductor Manufacturing Company Limited

Vale S.A.

Adani Enterprises Limited

Palantir Technologies Inc.

Petroleo Brasileiro S.A. - Petrobras

Novo Nordisk A/S

Rio Tinto Group

Rheinmetall AG

Reliance Industries Limited

Constellium SE

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

71% of asset management firms plan to <a href="https://www.grantthornton.com/insights/articles/asset-management/2025/ai-is-transforming-asset-management">incorporate</a> generative AI into their operations, according to data from a survey of 500 senior investment industry executives in key global markets conducted by Grant Thornton in partnership with ThoughtLab. Two-thirds say the payoff in AI is still modest, and 12% see no return or negative results. I don't have access to the same resources and infrastructure as BlackRock, for example, or another large money manager. But if the majority is going to implement generative AI, it is logical to ask whether it can already fulfill a basic investment objective at the retail investor level today.

I gave three AI chatbots €500 to invest. Here's what they did with my money

Meta Platforms, Inc.

Airbus SE

The Boeing Company

SoftBank Corp.

Microsoft Corporation

OpenAI is preparing a record funding round, during which it may raise over $100 billion; the company's total valuation will eventually rise to $850 billion on the back of trillion-dollar investments in AI infrastructure. Meta is returning to wearable devices and intends to release its first smartwatch as early as this year. These and other topics - in our review of key events for the morning of February 19.

Highlights for the morning: OpenAI prepares a round over $100 billion, Meta returns to smartwatches

Walmart Inc.

Whether the turbulence in the markets caused by the development of artificial intelligence-based tools will continue will be the main question for Wall Street this week, Yahoo Finance <a href="https://finance.yahoo.com/news/walmart-earnings-spending-data-and-more-ai-disruptions-what-to-watch-this-week-125712762.html#:~:text=Whether%20these%20disruptions%20continue%20will%20be%20the%20theme%20most%20closely%20tracked%20by%20investors%20in%20the%20week%20ahead.">writes</a>. In the previous two weeks, investors sold off shares of companies from the software, real estate, financial services and logistics sectors amid concerns that the traditional business models of these players will be threatened.