Y&T Intelligence

Y&T Intelligence

On-the-Ground China Intelligence to Global Institutional Investors.

CHINA MACRO RADAR

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

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 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

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 MARKET WATCH

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 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

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 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

CHINA DEEP DIVE