China's stock market is close to shifting from recovery to sustained fundamental growth, bank says

Goldman Sachs has bet on Chinese stocks rising 30% in two years. What will make it happen?

Apple Inc.

Alcoa Corporation

In Japan, Sanae Takaichi won a key vote in parliament and will now become the country's first female prime minister. Apple shares hit an all-time high thanks to record sales of the iPhone 17. Australian rare earth producers soared after an $8.5 billion U.S.-Australia mineral deal, and Wall Street posted its best rally since June amid strong corporate earnings and expectations of easing trade tensions with China. On these and other topics - in the review of key events for the morning of October 21.

Sales of new iPhones are 14% higher than past demand. What this means for investors

Asian indices rose in anticipation of political changes in Japan and in hope for the recovery of the Chinese economy, while in Europe the mood worsened after the unexpected downgrade of France's rating by S&amp;P. These and other topics are covered in our review of key events for the morning of October 20.

ASML Holding N.V.

The AI boom has made the chip equipment maker Europe's most valuable public company

ASML has promised that its sales will not decline in 2026. Will the rally continue?

The increase in the forecast is attributed to Trump's duties and the weak dollar, but the effect will not last long

The IMF has improved its forecast for global GDP. Why did it warn of a "bleak outlook"?

Canada Rare Earth Corp.

Shares in Australian companies that mine rare earth metals rose after China tightened export controls on these resources, escalating trade tensions with the United States. Beijing now requires export licenses for goods containing even small amounts of rare earth elements. Amid Donald Trump's threats to impose an additional duty on Chinese imports in response, investors began buying shares of companies that can replace Chinese supplies.

Rare earth metal producers rose in price due to the dispute between the US and the PRC. Who is the favorite?

The renewed trade war between the US and China, the world's two largest economies, has once again become a source of global uncertainty. US President Donald Trump on Friday <a href="https://oninvest.com/article/tramp-anonsiroval-vvedenie-dopolnitel-nyh-poslin-v-razmere-100-na-import-iz-kitaa">threatened to</a> impose additional duties of 100 percent on Chinese imports and tighten export controls on US software shipments. Before that, China imposed new restrictions on exports of its rare earth metals important to the US technology and defense sectors.

A blow to confidence and a threat to growth: five consequences of an escalating US-China trade war

U.S. stock index futures recovered some of their losses after Donald Trump softened his rhetoric on China, writing that relations with Beijing "will be fine." His statements followed an escalation of the trade conflict on Friday, when a threat to impose a new duty of 100% on imports from China triggered the worst sell-off on US exchanges since April and a massive collapse in the cryptocurrency market. On Monday, Asian markets opened trading with a crash, but cryptocurrencies and oil are recovering. What is happening in the markets - in our review of key events by the morning of October 13.

Main points for the morning: collapse in Asia, rebound in the US, oil and cryptocurrencies recovering from the fall

Falling Chinese stocks create a buying opportunity, according to Jefferies

Renewed trade war with the U.S. has collapsed Chinese stocks from 10-year highs

US President Donald Trump intends to impose duties on Chinese goods from November 1 in the amount of 100% on top of the duties that are in effect now. He announced this in the Truth Social network.

Trump announced additional duties of 100% on imports from China

US President Donald Trump's threat to significantly increase duties on imports of Chinese goods has sharply increased the level of fear in the stock market. The VIX volatility index, also known as the fear index, soared 35% to 22.18 points during trading.