POLICY & REGULATION China’s short-term money rates spiked as high as 50%, PBOC likely to take action to inject more liquidity >>>
DATA MACRO China’s factory activity slipped back into contraction in Oct, non-manufacturing activity grew at slower pace >>>
COMMODITIES PBOC’s gold purchase hit record in Jan-Sept, China’s gold demand to remain strong in Q4 – industry group >>>
MACRO POLICY & REGULATION China plans to build pilot free trade zone in Xinjiang, make it bridgehead of westward opening-up >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS BYD’s competitive product offering, favorable seasonality to support robust momentum in Q4 – UBS >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS China Eastern Airlines’ Q3 results missed expectation despite turnaround to profit; China’s air travel recovery to slow down in Q4 – UBS >>>
COMMODITIES DATA China’s lithium carbonate price falls for 8th straight day to hit two-year low, industry body calls declines inevitable trend >>>
STOCKS China’s steel sector contracted at slightly faster pace in Oct, steel production expected to drop further in Nov >>>
BONDS MACRO POLICY & REGULATION Chinese industrial companies’ profit grew at double-digit growth for 2nd straight month, Q3 profit returned to growth >>>
DATA REAL ESTATE China’s new home prices fell at slower pace in Sept, prices in top-tier cities stopped falling, lower tier-cities saw further declines >>.
DATA MACRO China’s consumption, industrial activities picked up in Sept, investment missed expectations >>>
POLICY & REGULATION STOCKS Chinese regulators raised margin requirement, restrict securities lending to curb short selling >>>
DATA MACRO China’s electricity consumption grew at faster pace in Sept, household power consumption returned to growth >>>
DATA MACRO China’s exports, imports declined at slower pace in September on low base, policy support >>>
DATA MACRO China’s consumer prices unchanged on year in September, factory-gate prices fell at slower pace >>>
STOCKS China’s state wealth fund increased stake in four large banks for first time since 2015 to boost market sentiment >>>
BONDS POLICY & REGULATION More Chinese regions announce plans to issue special refinancing bonds to repay existing debt >>>
COMMODITIES China’s lithium carbonate futures contracts hit limit-up across the board on production cut, falling imports >>>
REAL ESTATE VIEWS & ANALYSIS Hong Kong property prices to drop another 5% – 10% next year after 3% fall this year – Morgan Stanley >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs optimistic about NetEase performance in H2, expects Q3 revenue growth to accelerate significantly to 17% >>>
STOCKS VIEWS & ANALYSIS Morgan Stanley raised forecast of Chinese online game revenue growth this year to 15% from 10%, sees NetEase as top pick >>>
COMPANY NEWS STOCKS Apple supplier Sunny Optical surged up to 8% in Hong Kong on strong shipments in Sept, improving outlook >>>
STOCKS Beijing’ home sales surged in Sept from previous month, new home prices fell, second-hand home price hit 4-year high >>>