Yuanta Fund expects AI capital expenditure to rise 30% YoY in 2027, versus a current forecast of 11%.

The vessel Arctic Express docked at a US‑sanctioned floating storage unit in Russia’s Murmansk region and loaded gas from the Arctic LNG 2 project — the first time the ship has carried gas from a blacklisted source. Arctic Express entered service in 2007 and was reflagged to Russia in May. Tracking‑data analysis shows at least 21 vessels have been used to transport LNG from sanctioned Russian projects, indicating Moscow is enlarging its fleet to evade Western restrictions. The biggest remaining barrier to Arctic LNG 2 exports is a shortage of ships able to deliver cargoes to buyers.

June 26, 2026 — PBOC deputy governor and State Administration of Foreign Exchange head Zhu Hexin met Citigroup chair and CEO Jane Fraser to discuss the international economic and financial outlook, opportunities in China’s economic development, and deeper communication and cooperation. SAFE deputy head Li Hongyan accompanied Zhu.