China Market Selloff, Tech Earnings, and Robotics Outlook

A daily market briefing on the morning session in Greater China and Asia, focused on the sharp selloff in Chinese equities, mixed U.S. tech earnings, and policy signals from regional central banks. It combines live market checks with analyst and executive interviews from the Barclays Asia Forum.

■ China and Asia markets
- Hang Seng Tech and CSI 300 declines, with e-commerce stocks under regulatory scrutiny
- Bank of Korea rate decision, Indonesia market pressure, and Philippines policy expectations

■ U.S. tech earnings and AI supply chain
- Tesla capex cut versus Meta capex increase and implications for AI and robotics suppliers
- DeepSeek fundraising report and China AI investment themes

■ Robotics and geopolitics
- Unitree humanoid robot demonstration and Boston Dynamics founder interview on practical robotics
- Former U.S. Speaker Kevin McCarthy on U.S. midterms and U.S.-China relations; former MI6 chief on Iran, Ukraine, and intelligence

Suited to investors, analysts, and viewers tracking Asia markets, technology supply chains, and policy risk. It offers a headline-driven overview of market levels and expert perspectives, while remaining an interview-based briefing rather than a detailed company fundamentals analysis. Use it as a starting point for monitoring the discussed market and policy themes.