Gavekal Capital Ltd.

Tencent Holdings Ltd. and JD.com Inc. report earnings this week, testing whether China's rotation from AI infrastructure stocks into internet platforms can continue. JD.com is expected to post an 18% …

A selloff in Asian chip stocks deepened as Taiwan Semiconductor Manufacturing Co.'s strong results failed to meet lofty investor expectations, with TSMC shares falling as much as 4.5% in Taipei despit…