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YUAN TALKS
On-the-Ground China Market Intelligence for Professionals.
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CHINA MARKET WIRE
Chinese Public Funds Pare Back Crowded AI Trade in 3Q26, Computing Power Names Still Lead Top Holdings
Chinese Public Funds Pare Back Crowded AI Trade in 3Q26, Computing Power Names Still Lead Top Holdings
China’s Home Sales Reform Reshapes Land Supply: Core Cities Launch Auctions with Leaner, More Developer-Friendly Offerings
China’s Home Sales Reform Reshapes Land Supply: Core Cities Launch Auctions with Leaner, More Developer-Friendly Offerings
QFIIs Quietly Load Up on China’s Sector Leaders, Global Banks Say A-Share Valuations Look Attractive
QFIIs Quietly Load Up on China’s Sector Leaders, Global Banks Say A-Share Valuations Look Attractive
China’s Mortgage Interest Subsidy Shows Early Results, Boosting Demand for Lower-Priced Homes in Top-Tier Cities
China’s Mortgage Interest Subsidy Shows Early Results, Boosting Demand for Lower-Priced Homes in Top-Tier Cities
China’s 2026 Car Retail Sales Forecast to Plunge 22%, Below Even Pandemic Levels
China’s 2026 Car Retail Sales Forecast to Plunge 22%, Below Even Pandemic Levels
From Conviction to Caution: How China’s AI Fund Managers Recalibrate After Q3 Reversal
From Conviction to Caution: How China’s AI Fund Managers Recalibrate After Q3 Reversal
10 Trillion Yuan Erased in Four Months: China’s AI Hardware Rally Meets the Valuation Wall
10 Trillion Yuan Erased in Four Months: China’s AI Hardware Rally Meets the Valuation Wall
Tech Crashes, Banks Break Records: The Great Market Seesaw and Who’s Winning
Tech Crashes, Banks Break Records: The Great Market Seesaw and Who’s Winning
China’s Thermal Coal Rally Stalls as Beijing’s Output Push Cools Sentiment
China’s Thermal Coal Rally Stalls as Beijing’s Output Push Cools Sentiment
CHINA MACRO & POLICY
From Tibet’s 6.2% to Shanxi’s 0.5%: China’s Regional Growth Is Splitting Apart
From Tibet’s 6.2% to Shanxi’s 0.5%: China’s Regional Growth Is Splitting Apart
At Least 13 Chinese Cities Have Housing Sales Reform Rules in Place, Deposit Caps Differ
At Least 13 Chinese Cities Have Housing Sales Reform Rules in Place, Deposit Caps Differ
China’s Population Decline Quickens: Fourth Annual Drop Widens to 3.39 Million
China’s Population Decline Quickens: Fourth Annual Drop Widens to 3.39 Million
China’s Industrial Profit Growth Accelerates to 14.4% in Sept Driven by Electronics and Raw Materials
China’s Industrial Profit Growth Accelerates to 14.4% in Sept Driven by Electronics and Raw Materials
PBOC Formally Launches Bond Market Liquidity Support Tool for Non-Bank Institutions
PBOC Formally Launches Bond Market Liquidity Support Tool for Non-Bank Institutions
China Expected to Front-Load Over 3 Tn Yuan of 2027 Local Government Bond Quota Before Year-End
China Expected to Front-Load Over 3 Tn Yuan of 2027 Local Government Bond Quota Before Year-End
CHINA CORPORATE LENS
Seazen Abolishes Regional Companies, Builds Asset Management Platform on RMB 121 Bn Mall Portfolio
Big Players Rush into Battery Swapping, but Profitability Remains Unproven
Deeper Debt Cuts, Lingering Risk: China Property Developers Re-Default Despite Restructuring
CATL’s Q3 Margin Reset: What the Stock Sell-Off Signals for Pricing Power, Cost Pass-Through and Valuation
Semight Instruments Pursues Hong Kong Listing Following RMB 2.1 Billion Funding Round: Capital Strategy in Focus
A 30-Bn-Yuan Konjac Snack Market Hits the Brakes: What Are Leading Snack Makers Betting on Next
Chinese Beverage Brands Raise Supply Prices, Channel Structure and Pricing Rules Shift
Chabaidao Index Removal: Hong Kong’s Record IPO Rigging Probe Widens, Two Syndicates Targeted and HK$4.66 Bn Frozen
Chinese Big Tech’s AI Doctor Race: Heavy Spending, Unproven Business Models, and Open Questions About Equity