Year: 2023

COMMODITIES MARKET STOCKS

Lenovo hit highest since April 2021 after announcing plan to release AI PC in 2024, Goldman raised target price by 14.6%

2023-11-17 2023-11-20

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STOCKS

UK opens two new investigations into excavators imports from China

2023-11-17 2023-11-20

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COMPANY NEWS STOCKS VIEWS & ANALYSIS

Jack Ma very positive about Alibaba, to continue to hold its shares – report

2023-11-17 2023-11-19

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COMPANY NEWS

Alibaba to unlock value to improve shareholder returns, company in best financial position to invest for future growth – chairman Joseph Tsai

2023-11-17 2023-11-20

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DATA REAL ESTATE

China’s new home prices fell for fourth straight month in Oct, fewest cities saw second-hand home price rise since Oct 2014

2023-11-17 2023-11-17

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STOCKS

Macquarie removed Alibaba from Marquee Buy Idea, slashed target price from Hk$145.8 to HK$126.4

2023-11-17 2023-11-19

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COMMODITIES MARKET

China’s benchmark crude oil futures hit lowest level since July

2023-11-17 2023-11-21

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MACRO POLICY & REGULATION

China willing to treat US as friend and partner, to introduce more measures to promote people-to-people exchanges – Chinese President Xi

2023-11-16 2023-11-16

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MACRO POLICY & REGULATION

Xi, Biden’s meeting a milestone in history of China-US relations – Chinese Foreign Minister

2023-11-16 2023-11-16

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DATA MACRO

China’s electricity consumption, power generation grew at slower pace in Oct, coal-fired, solar power picked up

2023-11-16 2023-11-16

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COMMODITIES DATA

China’s battery-grade lithium carbonate price slides for 19th straight day to hit lowest in over two years

2023-11-16 2023-11-16

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DATA MACRO REAL ESTATE

China’s property sales, real estate investment fell at faster pace despite government support

2023-11-15 2023-11-15

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DATA MACRO

China’s fixed-asset investment grew at slowest pace since 2021 amid slowing infrastructure investment, slumping real estate investment

2023-11-15 2023-11-15

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DATA MACRO

China’s retail sales grew at fastest pace since Jun in Oct amid low base, holiday demand

2023-11-15 2023-11-15

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DATA MACRO

China’s industrial production accelerated slightly in Oct, matching market expectations

2023-11-15 2023-11-15

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MACRO MARKET POLICY & REGULATION

PBOC injects large amount of liquidity amid surging government bond issuance, year-end cash demand

2023-11-15 2023-11-15

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COMMODITIES MARKET

China’s iron ore futures hit new high since Jul 2021 amid stepped-up fiscal stimulus, renewed optimism about real estate sector

2023-11-14 2023-11-15

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MACRO POLICY & REGULATION

More needs to be done to boost financing demand, there is room for another RRR cut before end of year – state media

2023-11-14 2023-11-14

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REAL ESTATE VIEWS & ANALYSIS

Vicious cycle in China’s real estate sector gradually broken as policy to ensure property delivery takes effect – CITIC Securities

2023-11-14 2023-11-15

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DATA MACRO

China’s new bank loans slumped in Oct, but beat market expectations, total social financing supported by government bond sales

2023-11-13 2023-11-13

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MACRO POLICY & REGULATION

Xi, Biden to have first face-to-face meeting in a year on Wed in San Francisco

2023-11-10 2023-11-10

Chinese President Xi Jinping will visit the US from November 14 to 17, according to a statement released by China’s Foreign Ministry on Friday. During …

POLICY & REGULATION

China to provide guaranteed financial support for coal-fired power plants to ensure power supply

2023-11-10 2023-11-11

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MACRO POLICY & REGULATION VIEWS & ANALYSIS

China needs to step up fiscal policy, can raise budget deficit ratio next year to support recovery – PBOC advisor 

2023-11-10 2023-11-11

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COMPANY NEWS

China’s top chipmakers SMIC, Hua Hong Semiconductor saw Q3 net profit slump over 80%

2023-11-10 2023-11-11

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VIEWS & ANALYSIS

UBS lowered forecast of global EV sales, citing slowdown in Europe, US, saying growth mainly from China market

2023-11-10 2023-11-11

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DATA MACRO

China’s consumer prices slipped back into deflation in Oct, factory-gate prices declined at faster pace

2023-11-09 2023-11-09

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MACRO POLICY & REGULATION

China to achieve annual GDP growth target this year, PBOC to provide liquidity support to areas with high debt – PBOC Governor

2023-11-08 2023-11-09

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MACRO POLICY & REGULATION

Chinese President Xi Jinping called on state capital to focus on “backbone”industries to safeguard national security

2023-11-08 2023-11-08

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BONDS MACRO POLICY & REGULATION REAL ESTATE STOCKS

Chinese property developers’ shares, bonds rallied on expectation of more government support

2023-11-08 2023-11-09

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COMMODITIES MARKET

China’s iron ore futures hit new high since Aug 2021 after government stepped up stimulus

2023-11-08 2023-11-08

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DATA MACRO

China’s exports fell at faster pace in Oct, imports unexpectedly returned to growth

2023-11-07 2023-11-07

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BONDS DATA REAL ESTATE VIEWS & ANALYSIS

Major Chinese property developers’ fundraising tumbled over 40% in Oct to hit new low since 2020 – research

2023-11-07 2023-11-07

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BONDS COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS

China Vanke gets clear support from government, state shareholder, liquidity risk manageable – HSBC Global Research 

2023-11-07 2023-11-08

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BONDS COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS

China Vank’s meeting should improve institutional investors’ sentiment, but some issues remain unresolved – UBS

2023-11-07 2023-11-08

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POLICY & REGULATION REAL ESTATE

Chinese government to guard against excessive corrections in housing market – PBOC official 

2023-11-07 2023-11-08

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COMMODITIES DATA MACRO

China’s crude oil imports rose 13.5% on year in Oct, natural gas imports hit lowest since Feb

2023-11-07 2023-11-08

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COMMODITIES DATA MACRO

China’s iron ore imports fell on month in Oct amid low steel production, steel product exports surged

2023-11-07 2023-11-08

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COMPANY NEWS STOCKS VIEWS & ANALYSIS

Goldman Sachs keeps PetroChina on Conviction Buy List, lowers CNOOC target price

2023-11-07 2023-11-08

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COMPANY NEWS STOCKS VIEWS & ANALYSIS

Citic Securities raised forecast of BYD Company’s profit, kept its stocks at Buy

2023-11-07 2023-11-08

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MACRO MARKET POLICY & REGULATION

China to ‘go all out’ to support Hong Kong’s capital market, highlight its role as key link between mainland and rest of world

2023-11-07 2023-11-08

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BONDS MARKET REAL ESTATE

China Vanke promised to make debt payments on time, Shenzhen state asset regulator pledged support

2023-11-06 2023-11-07

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MACRO

Chinese President Xi Jinping met Australian Prime Minister Anthony Albanese, agreed to expand cooperation

2023-11-06 2023-11-06

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STOCKS

China to promote high-level opening up, further expand market access and increase imports – top leaders

2023-11-05 2023-11-05

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POLICY & REGULATION

China to study digital yuan’s use in cross-border commodity payments under mainland – Hong Kong cooperation framework – PBOC official

2023-11-04 2023-11-05

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COMMODITIES COMPANY NEWS

Sinopec, QatarEnergy signed 27-year LNG supply agreement

2023-11-03 2023-11-05

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COMMODITIES POLICY & REGULATION

China to promote high-end, intelligent, green development of rare earth industry

2023-11-03 2023-11-05

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COMPANY NEWS STOCKS VIEWS & ANALYSIS

Xiaomi’s Q3 adjusted net profit to surge 157.5% on year, hiked target price by 10.8% – CICC

2023-11-03 2023-11-05

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DATA MACRO

China’s service activity expanded at slightly faster pace in Oct, new orders rose slowest in 10 months – private survey

2023-11-03 2023-11-03

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MARKET STOCKS VIEWS & ANALYSIS

UBS analysts positive on China’s internet sector, see three expected tailwinds

2023-11-03 2023-11-03

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MACRO

US to participate in China’s top import fair for first time amid improving ties

2023-11-02 2023-11-03

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POLICY & REGULATION

China eyes innovation system for humanoid robotics development by 2025, seeks breakthroughs in key technologies

2023-11-02 2023-11-03

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COMMODITIES DATA MARKET

China’s lithium carbonate prices slide for 10th straight day to hit new low in over two years – consultancy 

2023-11-02 2023-11-03

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DATA REAL ESTATE

China’s top 100 homebuilders’ land spending in Jan – Oct fell at slower pace, Oct spending surged on month – research

2023-11-02 2023-11-03

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MACRO POLICY & REGULATION

China’s financial, securities regulators held meeting vowing to enhance financial regulation

2023-11-02 2023-11-02

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COMMODITIES DATA

China’s solar silicon prices continue to slide on worsening oversupply – industry association

2023-11-02 2023-11-03

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DATA MACRO

Flight volume between mainland China and Australia close to 2019 levels

2023-11-02 2023-11-03

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DATA REAL ESTATE

More Chinese cities saw home price decline in Oct, 2nd-hand home prices fell at faster pace – research 

2023-11-01 2023-11-01

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DATA REAL ESTATE

China’s top 100 property developers saw Oct sales slide about 30% from a year earlier – research 

2023-11-01 2023-11-01

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DATA MACRO

China’s factory activity unexpectedly slipped into correction in Oct, new orders remained in expansion for third straight month – private survey

2023-11-01 2023-11-01

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POLICY & REGULATION

China’s top leadership held twice-a-decade financial meeting, pledged to build China into financial powerhouse

2023-10-31 2023-11-05

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