MACRO POLICY & REGULATION China’s largest state-owned banks cut deposit rates for third time this year to bolster profitability 2023-12-22 2023-12-22 >>>
BRIEF POLICY & REGULATION China to resume importing grouper fish from Taiwan 2023-12-22 2023-12-23 >>>>
MACRO POLICY & REGULATION China’s industrial output to grow more than 4.3% in 2023, China to release action plan for future industries’ development next year – industry ministry 2023-12-22 2023-12-24 >>>
POLICY & REGULATION China to crack down on rumor-mongering of KOLs, explore establishing blacklist – public security ministry 2023-12-22 2023-12-23 >>>
POLICY & REGULATION REAL ESTATE China to implement city-based policies to achieve housing market balance, facilitate quality housing projects, guarantee property delivery in 2024 – housing minister 2023-12-22 2023-12-23 >>>
DATA MACRO China’s inbound FDI slid 10% on year in Jan – Nov, newly added foreign-invested companies rose 36%Â 2023-12-21 2023-12-24 >>>
DATA China’s retail sales of passenger cars expected to rise 5.2% in 2023, NEV sales to rise 36.5% – industry association 2023-12-21 2023-12-24 >>>
MACRO POLICY & REGULATION EU to start anti-dumping investigation into biodiesel imports from China 2023-12-21 2023-12-24 >>>
DATA MACRO Macau’s visitor arrivals surged six-fold on year in Nov, fell 6.3% on month, length of visitors’ stay shortened 2023-12-21 2023-12-24 >>>
COMMODITIES POLICY & REGULATION China bans exports of technology for extracting, separating rare earth 2023-12-21 2023-12-24 >>>
BONDS COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS Fitch downgrade Dalian Wanda’s long-term foreign-currency issuer default raging to Restricted Default 2023-12-21 2023-12-24 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Alibaba’s frequent management changes not welcomed by market; setup of asset management company signals faster non-core asset disposal – JPMorgan 2023-12-21 2023-12-24 >>>>
BRIEF COMPANY NEWS Alibaba’s DAMO Academy launched AI language model SeaLLMs for Southeast Asian market 2023-12-21 2023-12-24 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS CICC slashed Country Garden Services’ 2023 net profit by 89%, target price by 19%after impairment provisions 2023-12-21 2023-12-24 >>>
BRIEF MACRO POLICY & REGULATION US considering hiking tariffs on China EVs, solar products – report 2023-12-21 2023-12-24 >>>
BRIEF COMPANY NEWS Xpeng X9 aims to become No 1 in China’s MPV market above 300,000 yuan – chairman 2023-12-21 2023-12-24 >>>
VIEWS & ANALYSIS China’s EV pricing pressure remains; BYD Company and Li Auto preferred – HSBC Global Research 2023-12-21 2023-12-25 >>>
DATA China’s PC market expected to drop 18% in 2023, to return growth in 2024 – research 2023-12-21 2023-12-25 >>>
BRIEF COMPANY NEWS REAL ESTATE Property developer China Aoyuan filed for Chapter 15 bankruptcy protection in US 2023-12-21 2023-12-25 >>>
DATA China’s consumer goods’ retail sales rose 10.1% on year in Nov, service sales rose 25.8% – commerce ministry 2023-12-21 2023-12-25 >>>
DATA MARKET STOCKS Hong Kong’s securities market value fell 12.7% this year, trading turnover slid 23% 2023-12-21 2023-12-25 >>>
COMMODITIES MARKET China’s shipping index futures rally for the fourth straight day driven by surging shipping cost amid Houthi militant attacks in Red Sea 2023-12-21 2023-12-25 >>>
MACRO POLICY & REGULATION China leaves benchmark lending rate unchanged for 4th straight month in Dec 2023-12-20 2023-12-20 >>>
BONDS DATA FOREX China’s holdings of US Treasuries fell for 7th straight month to hit lowest since 2009 2023-12-20 2023-12-25 >>>
DATA REAL ESTATE Home mortgage rates in China’s major cities declined further in Dec, waiting time remained shortest since 2019 – research 2023-12-20 2023-12-25 >>>
DATA MACRO China’s installed power capacity rose 13.6% from a year ago, power equipment utilization fell by 94 hours 2023-12-20 2023-12-25 >>>
COMPANY NEWS Alibaba CEO Eddie Wu to lead Taobao and Tmall business in latest reshuffle 2023-12-20 2023-12-25 >>>
COMMODITIES DATA China’s coal imports rose 35% on year in Nov, imports from Indonesia, Australia rose – customs data 2023-12-20 2023-12-25 >>>
DATA MACRO Hong Kong airport’s passenger traffic surged 2.6 times on year in Nov 2023-12-20 2023-12-25 >>>
COMPANY NEWS MARKET STOCKS Nio shares surge in Hong Kong after securing $2.2 bn investment from Abu Dhabi-based investor CYVN 2023-12-19 2023-12-26 >>>