Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WIRE

China AI Theme Rotation: Robot Stocks Surge While Large Model Stocks Retreat

China Bond ETFs Attract Nearly RMB 20 Bn as A-Shares Weaken, Off-Exchange Active Bond Funds Restrict Subscriptions

US Bans Federal Civilian Executive Agencies from Using DeepSeek and Related Products

China’s Insurers and the A-Share Sell-Off: Disciplined Rebalancing or Forced De-Risking? Assessing Life Insurers’ Equity Overweight

Huawei’s Yinwang and CATL Team Up on Autonomous Battery Swapping, Each Seeking to Offset Mounting Pressure from Automakers

China Tightens Export Controls on Large-Drone Power Components, Easing Rules for Agricultural Spraying Drones

Hong Kong Sets 2028 Timetable to Move Stock Market from T+2 to T+1 Settlement

China Approves First Batch of 18 Actively Managed ETFs, Reshaping On-Exchange Fund Landscape

PBOC Unveils Multiple New Policies: Bond Market Stabilization Tool, Broader SLF Coverage, and Deeper Financial Opening

CHINA MACRO & POLICY

China Household Snapshot in 9M26: Income Lags GDP, Consumption Lags Income, Services Outpace Goods

China Pledges Stronger Efforts to Boost Consumption and Stabilize Investment, to Unveil Domestic Demand Expansion Plan

Why Is the PBOC Diversifying Loan Pricing Benchmarks and Retiring the Benchmark Deposit and Lending Rates?

PBOC Governor Pan Says RMB Share of International Payments Reaches 6%-7%, Ranking Third Globally

China’s Tax Authority Clarifies Offshore Trust Tax Rules as Oct 22 Transition Deadline Nears

PBOC Governor Pan: Overnight Repo Rate to Become Main Policy Rate, Benchmark Deposit and Lending Rates to Be Phased Out

CHINA CORPORATE LENS