Market notes
Fortnightly market notes: what happened, in plain language
No jargon and no tips on what to buy. Just the bigger picture and what it means for your money. Each issue has key points in English; the full report (PDF) is in Chinese.
2026-11-01
Fortnightly market notes: Big Tech results split, chip stocks plunge in a day, the Fed holds
Microsoft's Azure grew 48% while Alphabet fell 12.6% in a day; Intel's weak outlook sank chip stocks on Friday and the Nasdaq lost 2.0% for the week; the Fed held rates with two votes for a hike, and money moved into defensive sectors.
Read more →2026-10-19Fortnightly market notes: AI chip stocks slide, oil back at US$110, central banks hold off on easing
The Nasdaq had its worst week since June as money rotated from tech into traditional sectors; Brent crude climbed back to US$110; US September CPI rose to 3.7%, with three major central banks meeting at the end of the month.
Read more →Important: Market notes are a general summary of public information at the time of writing.
They are not investment advice or a recommendation to buy or sell any asset. Investment involves risk; past performance is not indicative of future results.