DATA MACRO REAL ESTATE TOP China’s fixed-asset investment grew at faster pace in Q1, real estate investment remained major drag >>>
DATA MACRO REAL ESTATE TOP China’s home prices and home sales continued to slide in March amid persistent weakness in the housing market. >>>
DATA MACRO TOP China’s retail sales grew at significantly slower pace in Mar, well below expectations >>>
MACRO POLICY & REGULATION TOP Chinese local governments launch campaigns to promote trade-ins of auto, home appliance, other consumer goods >>>
COMPANY NEWS REAL ESTATE China Vanke said it’s experiencing temporary operational difficulties, formulated measures to stabilize operations, cut liabilities >>>
COMPANY NEWS DATA TECH VIEWS & ANALYSIS Global smartphone market emerging from two-year turbulence in Q1, Xiaomi coming back strong – research >>>
COMPANY NEWS STOCKS Chinese conglomerate Fosun International to offload stake in Belgian insurer Ageas >>>
DATA MACRO REAL ESTATE TOP China’s rates on new loans fell further in Mar, new home mortgage rates fell below new corporate loan rates for first time on record >>>
COMPANY NEWS STOCKS TOP VIEWS & ANALYSIS State investor Central Huijin increased stake in China’s Big Four banks, analysts expect direct support to their shares likely to reduce >>>
COMMODITIES STOCKS VIEWS & ANALYSIS Strong momentum in metals, resources stocks to continue, copper and aluminium are best investments in China’s resources sector this year – research >>>
REAL ESTATE VIEWS & ANALYSIS Hong Kong home market shows signs of waning momentum, property prices to remain under pressure until rate cut – research >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS S&P lowers property developer Longfor’s credit rating to BB+ from BBB-, with Negative outlook; believes it’s able to repay debt in next 12 months >>>
COMPANY NEWS STOCKS TECH Tencent’s Q1 revenue to miss expectations amid weaker gaming growth, slower fintech, enterprise service growth –Â research >>>
STOCKS Goldman Sachs raised forecast of gold prices, expecting gold to rise to $2,700 by end of year >>>
POLICY & REGULATION STOCKS TOP China’s top securities regulator issued draft rules to strengthen regulation on listings, delistings, quant trading >>>
POLICY & REGULATION STOCKS TOP China’s State Council issued sweeping guideline to promote capital market development, third such guideline in two decades >>>
DATA MACRO TOP China’s new bank loans in Mar missed expectations, household, corporate loans lower than a year ago >>>
DATA MACRO TOP China’s exports in Mar fell at fastest pace since Aug, imports unexpectedly contracted >>>
COMMODITIES DATA MACRO TOP China’s steel exports in Mar hit highest since mid-2016 as domestic steel demand remained weak >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS Goldman Sachs, Morgan Stanley raised China 2024 growth forecasts >>>
DATA MACRO TOP China’s consumer inflation cooled in Mar as demand eased after holiday, factory-gate prices fell at slightly faster pace >>>
MACRO POLICY & REGULATION TOP VIEWS & ANALYSIS Fitch Ratings downgrades China’s credit outlook to Negative on public finance risks >>>
BONDS COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS S&P Global downgraded China Vanke by three notches to BBB+, leaving one rung into junk >>>
MACRO VIEWS & ANALYSIS Goldman Sachs raised China’s 2024 growth forecast to 5% citing manufacturing strengthen >>>
MACRO POLICY & REGULATION China highly concerned about EU’s “discriminatory measures” against China-made wind turbines – foreign ministry >>>
POLICY & REGULATION TECH China to launch pilot projects to expand opening-up of value-added telecoms services >>>
COMPANY NEWS STOCKS TECH VIEWS & ANALYSIS UBS slightly cut Alibaba’s target prices, kept Buy rating, expected mixed quarterly results >>>