Shares in Hong Kong surged 638 points, or 2.5%, to 25,885 around noon on Monday, rebounding sharply from a 2.5% drop in the prior session amid widespread gains across all sectors. Hopes mounted that China may introduce fresh stimulus to support the economy, following Q3 2025 GDP growth of 4.8% yoy, the slowest in a year as trade tensions and a prolonged property slump weighed on demand. Meanwhile, Chinese leaders will hold a meeting through Thursday to discuss the 15th five-year plan, expected to prioritise high-tech manufacturing amid intensifying U.S. rivalry. Trader also anticipated the upcoming Politburo meeting and December’s Central Economic Work Conference. Meantime, U.S. futures pointed higher after President Trump suggested tariffs on China could be cut if Beijing took steps benefiting the U.S. Gains were capped by caution ahead of Hong Kong’s September jobless rate and inflation data. Top performers included AIA Group (4.4%), SMIC (3.7%), Tencent (3.4%), and Meituan (2.5%).
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Chart of The Day – USD/JPYMarch 27, 2026
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