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On-the-Ground China Intelligence to Global Institutional Investors.
CHINA MARKET WATCH
ABOUT US
CHINA MACRO RADAR
China’s Local Bond Issuance Slows Again in July — H2 Fund Deployment in Focus
China’s Local Bond Issuance Slows Again in July — H2 Fund Deployment in Focus
Hong Kong Insurers Face Emerging Tax Policy Risks as China Strengthens Oversight of Offshore Investment Income
Hong Kong Insurers Face Emerging Tax Policy Risks as China Strengthens Oversight of Offshore Investment Income
China’s Mixed Economic Momentum in July: Softer Industrial Activity, Improving Consumption, and Resilient Exports
China’s Mixed Economic Momentum in July: Softer Industrial Activity, Improving Consumption, and Resilient Exports
China Strengthens Personal Loan Cost Disclosure, Highlighting Divergence in Banks’ Financing Cost Ceilings
China Strengthens Personal Loan Cost Disclosure, Highlighting Divergence in Banks’ Financing Cost Ceilings
China Moves Forward with Biggest Housing Provident Fund Overhaul in Nearly 20 Years, Unlocking 10.9T Yuan for Broader Use
China Moves Forward with Biggest Housing Provident Fund Overhaul in Nearly 20 Years, Unlocking 10.9T Yuan for Broader Use
China Releases 15th Five-Year Plan for New Power System, Building Green and Low-Carbon Electricity Landscape
China Releases 15th Five-Year Plan for New Power System, Building Green and Low-Carbon Electricity Landscape
PBOC Signals Stronger Counter-Cyclical Support, Calls for Timely Rollout of Incremental Policy Measures
PBOC Signals Stronger Counter-Cyclical Support, Calls for Timely Rollout of Incremental Policy Measures
China Further Simplifies FX Rules for Domestic Foreign Currency Loans, Expanding Bank Autonomy and Trade Financing Flexibility
China Further Simplifies FX Rules for Domestic Foreign Currency Loans, Expanding Bank Autonomy and Trade Financing Flexibility
CHINA MARKET WATCH
Sub-3% Loans Return as Chinese Banks Chase Borrowers Amid Asset Shortage
Sub-3% Loans Return as Chinese Banks Chase Borrowers Amid Asset Shortage
China’s Top Innovative Drugmakers Post Strong H1 Results: Blockbuster Products Ramp Up as Industry Moves Toward Profit Realization
China’s Top Innovative Drugmakers Post Strong H1 Results: Blockbuster Products Ramp Up as Industry Moves Toward Profit Realization
China’s Small- and Micro-Caps Rebound After a 30% Drawdown: Is a New Market Rotation Underway?
China’s Small- and Micro-Caps Rebound After a 30% Drawdown: Is a New Market Rotation Underway?
DeepSeek to Raise API Prices Sharply as AI Industry Moves Toward Sustainable Commercialization
DeepSeek to Raise API Prices Sharply as AI Industry Moves Toward Sustainable Commercialization
MiniMax Enters Stock Connect as New Open-Source Model Boosts Market Optimism, but Valuation and Competition Risks Remain
MiniMax Enters Stock Connect as New Open-Source Model Boosts Market Optimism, but Valuation and Competition Risks Remain
China’s Land Market Contraction Continues in July, Structural Recovery Sustained as Core Cities Drive Growth
China’s Land Market Contraction Continues in July, Structural Recovery Sustained as Core Cities Drive Growth
China Iron Ore Prices Seen Weak Through August, Late-Month Rebound Expected on Restocking Demand
China Iron Ore Prices Seen Weak Through August, Late-Month Rebound Expected on Restocking Demand
DeepSeek Restarts Second Financing Round, Targeting 500 Billion Yuan Pre-Money Valuation
DeepSeek Restarts Second Financing Round, Targeting 500 Billion Yuan Pre-Money Valuation
CHINA DEEP DIVE
Inside Unitree Robotics’ Ownership Map: How Strategic Investors and State Capital Fueled Thousandfold Valuation Rise
WuXi AppTec Delivers Strong Earnings Rebound as CRDMO Growth Accelerates, Though CXO Recovery Remains Under Review
China Vanke Enters State-Led Governance Era as New Board Takes Office Amid Deepening Financial Challenges
China’s Power Battery Reckoning: Quality Issues, Rising Costs, and New Regulations Squeeze Second-Tier Manufacturers
Zijin Mining Drops Record Allied Gold Takeover, Pivots to Strategic Stake
GigaDevice’s Stock Plunges from 846 Yuan to 364 Yuan in 22 Days, 330 Bn Yuan in Market Value Evaporated — What’s Behind the Collapse?
Intel-Lens Technology Alliance: Inside the Race for Next-Generation AI Packaging
Nike’s China Reset: Cutting Online Distributors to Reclaim Pricing Power and Rebuild Brand Momentum