MACRO POLICY & REGULATION China not to resort to flood-like stimulus, to step up support to real economy – PBOC >>>
MACRO POLICY & REGULATION China won’t use real estate to provide short-term stimulus to economy; average rate on new mortgage loans in Oct fell 4 bp on month – PBOC >>>
DATA Chinese carriers’ international passenger flight bookings surged 140% on year in first half of Nov >>>
MACRO POLICY & REGULATION China started construction of 45 major water conservancy projects so far this year, a record high – official >>>
DATA MACRO POLICY & REGULATION China to release more state pork reserves, live hog price declined significantly after government curbs – state planner >>>
DATA For first time in nearly eight years, new home, second-hand home prices fell across China’s tier-1,2,3 cities in Oct >>>
MACRO STOCKS Yiling Pharmaceutical surge on report of rising demand for its flagship herbal medicine in Shijiazhuang amid easing Covid measures >>>
COMPANY NEWS STOCKS Renaissance Technologies cut position in NIO in Q3, doubled bets on XPeng Motors, Li Auto >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Alibaba’s depressed valuation to be unleashed amid positive policy signals, recovery in fundamentals – CITIC Securities >>>>
VIEWS & ANALYSIS Latest government support to mainly benefit non-distressed property developers – JP Morgan >>>
STOCKS VIEWS & ANALYSIS Goldman Sachs’s latest ratings, target prices on Hong Kong-listed Chinese property developers >>>
STOCKS China eases curbs on domestic group tours, continues to suspend inbound & outbound group tours >>>
MACRO POLICY & REGULATION Shijiazhuang city no longer requires Covid test results for taking subway >>>
COMPANY NEWS POLICY & REGULATION Kaifeng city to buy some China Evergrande’s properties for affordable rental housing >>>
DATA MACRO China’s investment grew at slightly slower pace in Jan – Oct, real estate investment contracted further >>>
DATA MACRO China’s retail sales dropped on year in Oct for first time since Jun amid Covid outbreaks >>>
POLICY & REGULATION China to allow banks to issue letters of guarantee to quality property developers for pre-sale funds >>>