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Christophe Barraud, head of discretionary management and research at LIOR Global Partners, reports that most of the 35 mainland China-listed firms releasing 2026 first-half earnings previews have delivered positive results.
He highlights that the sectors seeing the strongest growth include artificial intelligence, lithium, and petrochemicals, with AI demand and price rebounds playing a significant role, according to Shanghai Securities News.
Barraud recently highlighted a heightened focus on U.S. inflation data as expectations rise for a potential Fed rate hike. He has also noted that Samsung and SK Hynix are preparing to ramp up investments in artificial intelligence. These developments come as Barraud tracks sector-specific trends in both global and Chinese markets.