Reserve Bank of India governor said FX market volatility has remained orderly after the central bank took measures to curb speculative activity.

June 24 — Han Ruisheng, partner and head of multinational client channels at KPMG China, said at the 2026 Summer Davos that, compared with other markets, China’s complete industrial clusters, mature supply chains, deep talent pool and ongoing technological iteration enable multinationals to support R&D, production and sales across the full value chain. He said China is becoming an indispensable innovation center and consumption core in global corporate strategies, and that continued policy incentives, high-level openness and efforts to maintain stable economic growth are creating a time window and strategic opportunities for international firms to deepen operations in China.

CITIC Securities said it interviewed more than 10 Silicon Valley tech experts in mid‑June on AI progress, model iteration pace and capabilities, data‑center business models and CAPEX sustainability, AI-driven semiconductor investment opportunities, embodied‑robotics commercialization timing, and world models. The consensus: industry participants remain broadly optimistic and view AI as still in an early development phase with large market and commercialization potential. Veterans who experienced the 2000 dot‑com bubble warned cycles are inevitable; although the sector is on an upswing, capital markets should closely monitor valuation/earnings alignment and the cadence of supply‑side release — near‑term liquidity or earnings‑expectation shocks could trigger significant market moves.