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On November 9, 2026, the Buffett Index (total market capitalization of A-shares / GDP of the previous year) was 83.88%. The equity risk premium (ERP) of the CSI 300 Index was 5.81%, down slightly by 0.02 percentage points from 5.83% previously. The c

2026-11-10

On November 9, 2026, the Buffett Index (total market capitalization of A-shares / GDP of the previous year) was 83.88%. The equity risk premium (ERP) of the CSI 300 Index was 5.81%, down slightly by 0.02 percentage points from 5.83% previously. The current ERP is below the 6% reference line. Based on the ERP, the valuation advantage of equity assets relative to government bonds has slightly weakened compared to the previous period.

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2026-11-10

Bank of England Governor Bailey: Artificial intelligence and investment are increasingly showing initial signs of a positive supply shock.

Bank of England Governor Bailey: Artificial intelligence and investment are increasingly showing initial signs of a positive supply shock.
2026-11-10

Customs data show China exported $39.59 bln of integrated circuits in October, up 137.1% YoY; auto exports $19.69 bln, +37.6% YoY; phone exports $17.57 bln, +13.2% YoY; rare earth exports $82.24 mln, +45.0% YoY.

Customs data show China exported $39.59 bln of integrated circuits in October, up 137.1% YoY; auto exports $19.69 bln, +37.6% YoY; phone exports $17.57 bln, +13.2% YoY; rare earth exports $82.24 mln, +45.0% YoY.
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