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Macquarie

The latest news and top stories on Macquarie. A leading entity in the financial services sector, Sydney Australia based Macquarie is a global investment banking and financial services group. They specialise in asset management, retail and business banking, wealth management, and advisory services, serving government institutional corporate and retail clients worldwide. Known as one of the world’s largest infrastructure asset managers and a global specialist in renewables and commodities, Macquarie’s overall business focus is on providing diversified financial solutions. Larry Hu serves as its chief China economist.

Employees work at a Fosun Pharmaceuticals facility in Shanghai. Photo: Handout

Hong Kong stock market

‘High tide’ of China biotech deals seen as US curb fears fade: analysts

Stocks jump on reports Washington will allow most licensing deals under ‘substantially softer stance’ than had been feared, analysts say.

21 Sep 2026 - 6:00PMvideocam

Medicine

Overseas licensing has helped fuel China’s biotech profits. Will it last?

25 Aug 2026 - 5:08PMvideocam

Hong Kong

China’s pharma contractors rally on pushback to US supply chain pressure

17 Aug 2026 - 6:00PM

China economy

Opinion | How likely is Beijing to walk the talk on boosting consumption?

As long as external demand holds up, policymakers appear relatively untroubled by weakening domestic demand, despite rhetoric to the contrary.

3 Aug 2026 - 9:30AM

China’s private sector

What would 200% US tariffs on generic drugs mean for China’s pharmaceutical industry?

Analysts say that China’s pivot from generics to innovative drugs means the industry is less exposed to US levies.

22 Jul 2026 - 9:00PMvideocam

China’s private sector

‘Systemic leap’: China’s drug innovation push yields bumper crop

Home-grown therapies account for 80 per cent of approvals in first six months of the year.

20 Jul 2026 - 7:00PMvideocam

China’s private sector

Europe beckons: can Chinese medical device makers thrive amid trade barriers?

Chinese medical device companies eye Europe for relief from hospital probes at home while navigating protectionism overseas.

14 Jul 2026 - 2:41PM

Fiscal pressure has made European governments more receptive to Chinese medical devices in recent years. Photo: Xinhua

China consumption

China faces economic balancing act: AI, exports boom while consumers stay home

Two high-level meetings show that Beijing is aware of economic imbalances as Politburo prepares high-stakes growth assessment next month.

30 Jun 2026 - 6:00PM

Fifa

Fifa World Cup tipped to be ‘biggest betting event of all’, with US$50b at stake

Big jump forecast in betting volumes compared with 2022 World Cup as match times, North American hosts prove a boon for betting firms.

26 Jun 2026 - 2:37AM

China’s private sector

China’s biotech boom: record 5,215 clinical drug trials reported in 2025

Cancer treatments remain the top research focus as Beijing’s drive to make biotech a strategic industry draws attention in Washington.

24 Jun 2026 - 7:00AM

Cancer research being conducted in a modern lab. Cancer treatments remained the top focus of the record 5,215 clinical drug trials in China last year. Photo: Shutterstock

Hong Kong stock market

Lenovo targets US$2b bond to repurchase debt amid AI infrastructure growth

World’s largest PC maker plans to use the proceeds to buy back shares and strengthen its financial position amid sustained growth.

19 Jun 2026 - 7:23PM

Lenovo plans to raise US$2 billion through a convertible-bond offering, according to a filing it made to the Hong Kong stock exchange on Thursday. Photo: Jelly Tse

China’s private sector

China biotech firms say global push is ‘irreversible’ despite US barriers

Chinese drug makers are increasingly relying on overseas licensing deals to reach global markets amid growing geopolitical tensions.

11 Jun 2026 - 7:52PM

China’s private sector

Which company could become the Chinese Pfizer? Here are analysts’ top picks

A boom in outlicensing agreements leads to a debate over which Chinese firms may be first to break into overseas markets with own brands.

7 Jun 2026 - 7:00PM

Banking & finance

AI | AI infrastructure investment bubble unlikely to burst by 2027: Macquarie

Investors are piling money into AI technologies – but revenues still have a long way to catch up, Macquarie’s Viktor Shvets says.

19 May 2026 - 7:34PM

Google Data Center Southland is seen from the air in Council Bluffs, Iowa, on January 4, 2019. Photos: Reuters

Artificial intelligence

China’s booming tech exports give Beijing ‘wind in its sails’ for Trump summit

The role of tech products in April’s trade data reflects how computing-related goods are a ‘new and important growth driver’ for exports.

12 May 2026 - 11:30PM

Chinese trade received a significant boost from the technology sector in April. Photo: Shutterstock Images

Japan

Bound by anxiety: Japan and Australia deepen ties for an uneasy age

Shared concerns about trade coercion and energy shocks are driving the two middle powers to ‘institutionalise’ their partnership.

6 May 2026 - 12:25PM

China’s private sector

China’s drug makers are speeding up – will AI be their secret weapon?

Chinese biotech firms are striking big global deals as drug makers, but could artificial intelligence take them to the next level?

18 Apr 2026 - 11:05AM

China’s private sector

China’s obesity drug makers take on global giants as Novo Nordisk patent expires

Patent expiry of blockbuster drug opens door for Chinese drug makers to challenge multinationals in booming weight-loss market.

26 Mar 2026 - 11:00AM

Semaglutide generated about US$35 billion in global revenue last year. Photo: AFP

Made in China 2025

Global drug giants double down on China amid push for self-reliant supply chains

Multinationals are building self-reliant supply chains in China to insulate local markets from potential trade disruptions, say analysts.

20 Mar 2026 - 2:30PM

US-China trade war

Why Trump pushing China to help reopen the Strait of Hormuz may hurt trade talks

US president’s threat to delay summit with Xi adds uncertainty to Paris negotiations, analysts say.

16 Mar 2026 - 8:30PMvideocam

Made in China 2025

China biotech outlicensing tops US$52 billion in first 2 months

The latest deals are Sino Biopharmaceutical’s partnership with France’s Sanofi and Antengene’s agreement with Belgium’s UCB.

5 Mar 2026 - 11:01AM

Two Sessions 2026

Healthcare investors looking to ‘two sessions’ for clarity on drug pricing

Healthcare and insurance sectors will see policy fine-tuning, ‘moral support’ rather than ‘groundbreaking news’ from Beijing, analysts say.

4 Mar 2026 - 9:05AM

Staff members dispense medicines at a pharmacy in Wuhan, in central China’s Hubei province, on February 27, 2020. Photo: Xinhua

Made in China 2025

Hong Kong-listed Chinese drug firms set to turn corner on rising sales, deals

Chinese pharmaceutical firms are poised for profit growth, driven by innovative drug sales and licensing deals, despite pricing pressures.

1 Mar 2026 - 12:00PM

China’s private sector

Lab monkey price tag climbs to US$20,000 thanks to China’s biotech boom

The cost of a single monkey exceeds the average annual salary in China and approaches a pandemic-era spike amid growth in drug licensing deals.

18 Feb 2026 - 8:54PM

Made in China 2025

China’s weight-loss drug war: prices slashed up to 80% as obesity crisis worsens

Foreign, local firms fight for market share as number of overweight or obese adults could top 630 million by 2050, from 400 million in 2021.

13 Jan 2026 - 7:30AM

There were more than 400 million overweight or obese adults in China in 2021, according to a study. Photo: Getty Images

Chinese culture

Language Matters | Word of the Year 2025 choices reflect how virtual our reality has become

From Oxford’s ‘rage bait’ to Macquarie Dictionary’s ‘AI slop’, 2025 WOTYs show the influence of the virtual world on our daily lives.

20 Dec 2025 - 5:15PM

Word of the Year 2025 choices around the world – including Oxford’s “rage bait” and Cambridge Dictionary’s “parasocial” – reflect the increasing influence that artificial intelligence has on everyday life. Photo: Shutterstock

United States

Are Chinese biotechs what the doctor ordered as Big Pharma faces ‘patent cliff’?

US drug makers are racing to plug looming ‘patent cliff’ revenue gaps – and increasingly they are turning to China biotechs.

20 Dec 2025 - 8:57AM

Made in China 2025

China’s new drug insurance: lifeline for patients or squeeze on big firms?

New insurance formulary trims costs of Alzheimer’s and cancer therapies and marks a small win for global novel drug makers.

17 Dec 2025 - 7:30AM

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Macquarie

‘High tide’ of China biotech deals seen as US curb fears fade: analysts

Stocks jump on reports Washington will allow most licensing deals under ‘substantially softer stance’ than had been feared, analysts say.

Overseas licensing has helped fuel China’s biotech profits. Will it last?

China’s pharma contractors rally on pushback to US supply chain pressure

.css-1pcrwvc{color:#2aa191;}Opinion | How likely is Beijing to walk the talk on boosting consumption?

As long as external demand holds up, policymakers appear relatively untroubled by weakening domestic demand, despite rhetoric to the contrary.

What would 200% US tariffs on generic drugs mean for China’s pharmaceutical industry?

Analysts say that China’s pivot from generics to innovative drugs means the industry is less exposed to US levies.

‘Systemic leap’: China’s drug innovation push yields bumper crop

Home-grown therapies account for 80 per cent of approvals in first six months of the year.

Europe beckons: can Chinese medical device makers thrive amid trade barriers?

Chinese medical device companies eye Europe for relief from hospital probes at home while navigating protectionism overseas.

China faces economic balancing act: AI, exports boom while consumers stay home

Two high-level meetings show that Beijing is aware of economic imbalances as Politburo prepares high-stakes growth assessment next month.

Fifa World Cup tipped to be ‘biggest betting event of all’, with US$50b at stake

Big jump forecast in betting volumes compared with 2022 World Cup as match times, North American hosts prove a boon for betting firms.

China’s biotech boom: record 5,215 clinical drug trials reported in 2025

Cancer treatments remain the top research focus as Beijing’s drive to make biotech a strategic industry draws attention in Washington.

Lenovo targets US$2b bond to repurchase debt amid AI infrastructure growth

World’s largest PC maker plans to use the proceeds to buy back shares and strengthen its financial position amid sustained growth.

China biotech firms say global push is ‘irreversible’ despite US barriers

Chinese drug makers are increasingly relying on overseas licensing deals to reach global markets amid growing geopolitical tensions.

Which company could become the Chinese Pfizer? Here are analysts’ top picks

A boom in outlicensing agreements leads to a debate over which Chinese firms may be first to break into overseas markets with own brands.

.css-1f6sr3w{color:#727272;}AI | AI infrastructure investment bubble unlikely to burst by 2027: Macquarie

Investors are piling money into AI technologies – but revenues still have a long way to catch up, Macquarie’s Viktor Shvets says.

China’s booming tech exports give Beijing ‘wind in its sails’ for Trump summit

The role of tech products in April’s trade data reflects how computing-related goods are a ‘new and important growth driver’ for exports.

Bound by anxiety: Japan and Australia deepen ties for an uneasy age

Shared concerns about trade coercion and energy shocks are driving the two middle powers to ‘institutionalise’ their partnership.

China’s drug makers are speeding up – will AI be their secret weapon?

Chinese biotech firms are striking big global deals as drug makers, but could artificial intelligence take them to the next level?

China’s obesity drug makers take on global giants as Novo Nordisk patent expires

Patent expiry of blockbuster drug opens door for Chinese drug makers to challenge multinationals in booming weight-loss market.

Global drug giants double down on China amid push for self-reliant supply chains

Multinationals are building self-reliant supply chains in China to insulate local markets from potential trade disruptions, say analysts.

Why Trump pushing China to help reopen the Strait of Hormuz may hurt trade talks

US president’s threat to delay summit with Xi adds uncertainty to Paris negotiations, analysts say.

China biotech outlicensing tops US$52 billion in first 2 months

The latest deals are Sino Biopharmaceutical’s partnership with France’s Sanofi and Antengene’s agreement with Belgium’s UCB.

Healthcare investors looking to ‘two sessions’ for clarity on drug pricing

Healthcare and insurance sectors will see policy fine-tuning, ‘moral support’ rather than ‘groundbreaking news’ from Beijing, analysts say.

Hong Kong-listed Chinese drug firms set to turn corner on rising sales, deals

Chinese pharmaceutical firms are poised for profit growth, driven by innovative drug sales and licensing deals, despite pricing pressures.

Lab monkey price tag climbs to US$20,000 thanks to China’s biotech boom

The cost of a single monkey exceeds the average annual salary in China and approaches a pandemic-era spike amid growth in drug licensing deals.

China’s weight-loss drug war: prices slashed up to 80% as obesity crisis worsens

Foreign, local firms fight for market share as number of overweight or obese adults could top 630 million by 2050, from 400 million in 2021.

Language Matters | Word of the Year 2025 choices reflect how virtual our reality has become

From Oxford’s ‘rage bait’ to Macquarie Dictionary’s ‘AI slop’, 2025 WOTYs show the influence of the virtual world on our daily lives.

Are Chinese biotechs what the doctor ordered as Big Pharma faces ‘patent cliff’?

US drug makers are racing to plug looming ‘patent cliff’ revenue gaps – and increasingly they are turning to China biotechs.

China’s new drug insurance: lifeline for patients or squeeze on big firms?

New insurance formulary trims costs of Alzheimer’s and cancer therapies and marks a small win for global novel drug makers.

Opinion | How likely is Beijing to walk the talk on boosting consumption?

AI | AI infrastructure investment bubble unlikely to burst by 2027: Macquarie