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Foreign financial institutions bullish on China's hard-tech growth momentum_我的网站

一 |     The first musical glimpse of Chatha Pacha - The Ring of Rowdies has arrived, and it wastes no time announcing the film’s attitude. Reel World Entertainment has unveiled the lyric video of the title track, a number that leans heavily into rhythm, street energy, and a sense of playful bravado. More than just a promotional beat, the song marks a notable moment for Malayalam cinema as it introduces the celebrated composer trio Shankar-Ehsaan-Loy to the language for the first time.Music has been positioned as a key pillar of Chatha Pacha from the outset, and the title track underlines that intent clearly. Rather than playing it safe, the film opens its musical journey with a song that feels rooted in place and personality. The soundscape is earthy and infectious, echoing the bustle and swagger of Kochi’s streets while maintaining the polish expected from a high profile pan Indian production.     A landmark crossover for Malayalam cinema     The arrival of Shankar-Ehsaan-Loy into the Malayalam film space is the kind of crossover that naturally draws attention. For decades, the trio has shaped the musical memory of Hindi cinema with songs that balance melody, scale, and experimentation. Their decision to step into Malayalam cinema with Chatha Pacha feels both timely and deliberate, aligning with the industry’s growing confidence and national footprint.The composers have spoken about their excitement in working with the language, describing Malayalam as rich and musical in itself. That enthusiasm is audible in the title track, which blends multiple influences without losing its local flavour. The composition does not feel like an outsider’s take on Kerala culture. Instead, it embraces the rhythms and cadences of the setting, allowing the language and slang to drive the mood.                                         Vocally, the song brings together Shankar Mahadevan, Siddharth Mahadevan, and Fejo, creating a dynamic mix of voices. Shankar’s unmistakable energy anchors the track, while Siddharth adds a contemporary edge familiar to audiences across industries. Fejo’s presence grounds the song firmly in Kerala’s pop culture landscape, especially given the impact of his breakout hit Aayiram Aura, which reshaped the visibility of Malayalam rap and hip hop.     Street slang, star power, and rising buzz     A major reason the title track lands with such confidence is its lyrical backbone. Written by Vinayak Sasikumar, the lyrics unapologetically tap into Kochi’s street slang and everyday rhythm. The words feel lived in rather than stylised for effect, giving the song an immediacy that invites listeners to sing along rather than simply consume it. This choice aligns well with the film’s tone, which appears to celebrate raw energy and youthful chaos within a larger cinematic frame.Chatha Pacha is directed by debut filmmaker Adhvaith Nayar and backed by creative producer Shihan Shoukath, along with producers Ritesh and Ramesh S Ramakrishnan and Shoukath Ali. While the film is still some distance away from release, it has already built curiosity through its teaser and character reveals. The arrival of the first song sharpens that anticipation, offering audiences a clearer sense of the film’s world and energy.                                                                 View this post on Instagram          A post shared by Chatha Pacha: The Ring of Rowdies (@chathapachathefilm)                         With distribution support from Dharma Productions, Mythri Movie Makers, Wayfarer Films, PVR INOX, and The Plot Pictures, the film is clearly being positioned for a wide and ambitious release. As the title track begins to find its way into playlists and social media reels, it sets a confident tone for what lies ahead.Scheduled for a theatrical release in January 2026, Chatha Pacha - The Ring of Rowdies now has its musical flag firmly planted. If the title track is any indication, the film is gearing up to enter the ring with noise, confidence, and a sound that refuses to be ignored.Also Read: Chatha Pacha Steps Into The Spotlight With a Knockout Teaser。    

    Visitors interact with a robot from Unitree Robotics during the sixth China International Consumer Products Expo (CICPE) in Haikou, south China's Hainan Province, April 14, 2026. (Xinhua/Gao Jing)Foreign financial institutions are finding a stronger investment case in China's hard-tech industries as breakthroughs in AI, semiconductors, and advanced manufacturing are driving more exports, higher earnings, and growing interest from global investors.
China's high-tech exports surged over 50 percent year on year in July, well ahead of the 17.8-percent growth in total exports, customs data showed. The export gains are being mirrored in investment flows, with foreign funds moving into Chinese technology stocks and global indices adding newly listed hard-tech companies.
Rob Subbaraman, head of global macro research and co-head of global markets research at Nomura, said China's low-cost and abundant electricity supply, growing talent pool and early lead in physical AI are driving the rapid development of its AI industry chain.
China's development of open-weight models could accelerate their adoption by businesses, allowing productivity gains from AI as a general-purpose technology to spread more quickly across the economy, he said, citing models from Chinese firms including DeepSeek and Moonshot AI.
"The lower cost of these models was another advantage," he said, adding that the benefits could extend beyond China, particularly to emerging markets that could adopt cheaper Chinese AI models.
China's strength in advanced manufacturing has also become increasingly evident, said Robin Xing, chief China economist at Morgan Stanley, pointing to China's roughly half share of global installed new energy storage capacity and the rapid growth in outbound licensing deals for innovative drugs. These trends, he said, underpin the long-term investment case for China's hard-tech sector and leading manufacturers.
These strengths are increasingly being reflected in foreign investors' allocation decisions. This year, Goldman Sachs has twice raised its 12-month target for the CSI 300 on improving earnings momentum, and retained an overweight view on Chinese equities.
Kinger Lau, chief China equity strategist for Goldman Sachs Research, said the bank's positive view reflected improving earnings momentum, favorable macroeconomic and liquidity conditions. A-share equities offered international investors diversification benefits that remained underappreciated, along with attractive exposure to hard-tech and AI themes, he added.
Individual companies are drawing overseas interest too.
ChangXin Memory Technologies surged 465.82 percent on its debut on Shanghai's STAR Market last month, reaching a market capitalization of more than 3.2 trillion yuan (about 471.28 billion U.S. dollars).
U.S.-based Tema ETFs made the chipmaker a top holding at a 10.56 percent weight on its debut day, while MSCI officially added it to its China All Shares Index on Monday under a fast-track rule for large IPOs.
Robotics is where the enthusiasm is most visible. Unitree, set to become China's first mainland-listed humanoid robot maker, priced its Shanghai IPO at 150.8 yuan a share, representing 10 percent of its post-offering share capital. The offering is expected to raise about 6.1 billion yuan in gross proceeds.
That optimism, however, exists alongside broader economic pressures. Nathan Chow, senior economist at DBS Bank, said the imbalance between relatively strong supply and weak demand remained pronounced, with household consumption and some companies' profitability still under pressure.
Investment in infrastructure could help offset the weakness in private investment in the near term, while lowering logistics and energy costs and improving the efficiency of resource allocation over the longer term, Chow said. It could also strengthen supply chains and reduce the economy's exposure to external shocks and geopolitical risks, he added.
The implementation of policy measures would be key to sustaining the recovery in the second half of this year, analysts noted.
Economic management requires both easing the brakes and stepping on the accelerator, said Song Yu, chief China economist at UBS Securities, adding that faster fiscal spending and the use of bond proceeds, additional policy support and better coordination between fiscal and financial policies are needed, alongside measures to remove barriers to household consumption and improve the business environment.
"With stronger policy support and measures taking effect, China's economy is expected to maintain a steady recovery in the second half of the year," Chow said.
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