According to @CNBC, China wants to play the long game with the U.S., and the report examines what that stance means for Chinese stocks and U.S.-listed ADRs from a market perspective (source: CNBC).

According to @EricBalchunas, Hao Hong stated at the Bloomberg HK ETF event that Chinese stocks are set to replace property as the primary investment for Chinese citizens, making China equities a good bet for the next decade (source: @EricBalchunas on X, Oct 15, 2025; remarks attributed to Hao Hong at the Bloomberg HK ETF event). For traders, this frames a rotation thesis toward onshore A-shares and HK-listed China equity ETFs as practical vehicles to capture potential reallocations of domestic savings if the shift unfolds (source: @EricBalchunas on X, Oct 15, 2025; Bloomberg HK ETF event context). No direct crypto impact was cited, and Mainland cryptocurrency trading remains restricted under the People’s Bank of China’s September 24, 2021 notice, limiting immediate spillovers into digital assets (source: People’s Bank of China notice on further preventing virtual currency trading risks, Sept 24, 2021).

According to @StockMKTNewz, citing the Wall Street Journal, Nasdaq is seeking to tighten its listing rules for small Chinese stocks (WSJ via @StockMKTNewz). The same source reports that the NYSE proposed a new rule requiring companies principally operating in China, including Hong Kong and Macau, to raise at least $25 million in an IPO to list on Nasdaq, among other changes (WSJ via @StockMKTNewz). For traders, this means China-based IPOs below $25 million would not qualify for a Nasdaq listing if the proposal is implemented, so monitoring the near-term IPO calendar for China-based issuers and potential deal sizing changes is warranted (WSJ via @StockMKTNewz).

According to Miles Deutscher, since Trump took office, Hong Kong stocks have risen by 17.12%, Chinese stocks by 3.27%, while US stocks have decreased by 4.26%, and Bitcoin has declined by 15.70%. This indicates a stronger performance in Hong Kong equity markets compared to the US, which could influence trading strategies focused on geographic diversification.