ECB Governing Council member NAGEL said he does not see a risk of fiscal dominance.

At Shenwan Hongyuan’s 2027 capital markets conference, Fu Jingtao, head of macro allocation research, said the 2026 H2 correction has not broken historical patterns and the next large upcycle is still likely to be driven by the AI industry trend. He flagged Mar–Apr 2027 as a potential oversold rebound window in which the A-share market may stop making new lows. After that period the market could reach a bottom region, boosting structural opportunities and thematic activity as a new consensus forms. Fu expects a ‘second-phase’ rally to build in H2 2027 as asset-allocation conditions, industry trends and funding supply-demand potentially shift from negative resonance to aligned, reinforcing momentum.

On Nov. 8, 2026, Ding Xiangqun, director of the National Administration of Financial Regulation, and Canada finance minister Shang Pengfei jointly chaired a China‑Canada financial regulatory cooperation meeting. Delegations from the PBOC, the National Administration of Financial Regulation and the CSRC met counterparts from the Canadian Department of Finance, the Bank of Canada and the Office of the Superintendent of Financial Institutions to discuss recent market developments and financial‑sector two‑way opening; the NAFR and OSFI signed a Cooperation Agreement on China‑Canada Financial Regulatory Dialogue and both sides welcomed the restart of the dialogue mechanism.