What the war in Iran means for China
you are currently viewing:What the war in Iran means for ChinaMarch 17, 2026-China is relatively inured to the Iran conflict, but less external demand could hit its exports and its international partnerships may be undermined While Beijing's massive oil stockpiles and diversified sourcing offer short-term protection, a prolonged conflict over Iran could exacerbate domestic economic pressures and undermine China's global goals. Access to Iranian oil cut off Iran has long served as a vital, discounted source of energy for China. This has especially been the case since 2021 when the Iran-China 25-year cooperation agreement was signed, securing a $400 billion of oil at below market prices for China, in exchange for investment in Iran's infrastructure and security cooperation1. By the end of 2025, China was importing up to about 1.4 million barrels per day (mbd) from Iran, representing 13 percent of its total crude imports and some 80 percent to 90 percent of Tehran’s oil exports2. Iranian oil was often rerouted to circumvent US sanctions3. To avoid the reputational and financial risk from importing sanctioned oil, this oil was mainly bought by small, private 'teapot' refineries, rather than major Chinese state-owned oil companies. Source: bruegel.org |
March 10, 2026--Solactive is pleased to announce the collaboration with KB Asset Management by the launch of the RISE China AI Semiconductor Top 4 Plus ETF, which tracks the Solactive China AI Semiconductor Top 4 Plus Index.
March 6, 2026-China's banking system has long been utilised as a quasi-government tool to channel China’s huge household savings towards the government's objectives. This has been instrumental to the country's economic miracle, yet the support it provides is diminishing as banks face rapidly falling profitability and stretched balance sheets.
March 6, 2026--Solactive announces its collaboration with Harvest Global Investments Limited ("Harvest Global") on the launch of the Harvest G2 Tech 50 ETF, which tracks the Solactive Harvest Tiger G2 Tech 50 Select Index. The ETF provides exposure to technology companies listed in Hong Kong and the United States within a single rules-based framework.
March 5, 2026-Solactive is pleased to announce that KB Securities, Korea Investment Securities, Meritz Securities, and Samsung Securities have selected the Solactive Silver Total Return Leveraged Index family as the underlying indices for their newly launched Silver Total Return ETNs. The ETNs track the respective Solactive indices and provide investors with leveraged and inverse exposure to silver futures within a transparent and rules-based total return framework.
February 27, 2026--Harvest International Asset Management Limited ("Harvest International") recently launched the "Harvest China-US Technology 50 ETF" (fund code: 3169). This fund aims to provide investors with a convenient and efficient investment tool, offering a one-stop investment strategy to access core assets in China and the United States, two major global technology innovation centers, and capitalize on the opportunities presented by the new round of global technology cycle driven by artificial intelligence (AI).
February 18, 2026--More forceful macroeconomic stimulus,stronger social protection,and fiscal support for the property sector can help boost domestic demand,especially consumption
China’s economy has proved resilient in the face of multiple shocks,boosted by robust exports and fiscal stimulus,and it remains a major driver of global growth.
February 17, 2026--The Japanese economy has displayed impressive resilience in the face of global shocks and is experiencing a sustained period of output growing above potential. Domestic demand has been robust and unemployment remains low. After three decades of near-zero inflation, prices have been growing faster than the BOJ's 2-percent target for three and a half years. While nominal wages are rising at a historic pace, there are persistent concerns about the cost of living as high inflation erodes household purchasing power.
February 9, 2026-Bloomberg today announced that ETF Shares, an emerging Australian ETF issuer has adopted BSKT, Bloomberg's ETF creation and redemption tool to help automate ETF primary markets workflows, increasing operational efficiency and the ability to better manage risk.
February 6, 2026--Monthly Purchases of overseas listed ETFs by Korean retail investors showed consistently strong demand throughout 2025. The number of ETFs purchased each month ranged between 19 and 32, with the year beginning at 22 ETFs in January, rising to a peak of 32 ETFs in April, and ending with 27 ETFs in December, up from 26 in December 2024.