COMMODITIES VIEWS & ANALYSIS China’s iron ore price expected to fall in April from previous month amid sluggish steel demand – research >>>
POLICY & REGULATION STOCKS TOP Hong Kong considers additional measures to bolster stock market – Hong Kong chief executive >>>
POLICY & REGULATION STOCKS TOP China’s top securities regulator to step up inspection of listed firms, aims to examine 25% of IPO applicants this year >>>
AUTO DATA China’s passenger car sales rebounded in Mar, NEV penetration reached 41.6%, car exports hit new high >>>
COMPANY NEWS STOCKS TECH VIEWS & ANALYSIS Analysts expect weak economy to continue to weigh on Baidu’s advertising business, lowered forecasts of Q1 ads revenue  >>>
AUTO DATA VIEWS & ANALYSIS CATL remains world’s largest battery maker in Jan – Feb, South Korea’s LG overtakes BYD to rank second – research >>>
COMPANY NEWS TECH VIEWS & ANALYSIS China’s e-commerce sector sees stagnant growth, increasingly concerned about PDD’s rapid expansion – research >>>
COMMODITIES China’s iron ore futures hit highest since early Mar on expectation of policy support, steelmakers’ restocking >>>
AUTO STOCKS TOP Chinese solid state battery producers rally after IM Motors unveiled “first mass-produced NEV with ultra-fast-charging solid-state battery” >>>
AUTO COMMODITIES VIEWS & ANALYSIS China’s lithium prices stabilized, surplus in lithium supply to shrink this year – research >>>
STOCKS VIEWS & ANALYSIS Investor interest in China picked up in Jan – early Mar, some started to marginally increase allocation to Chinese market – research >>>
AUTO MACRO POLICY & REGULATION Trade protectionism not conducive to solving overcapacity issues – China’s Vice Finance Minister >>>
STOCKS Global PC shipments returned to growth after 2-year drop driven by low base, Lenovo topped list again – IDC >>>
AUTO MACRO POLICY & REGULATION TOP China’s commerce minister refuted accusation of EV overcapacity, said Chinese EV makers don’t rely on subsidies for competitive advantage >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS China’s inflation expected to ease in Mar, PBOC to cut policy rates by 10 – 20 bps this year – research >>>
COMMODITIES MACRO TOP China’s silver futures hit limit-up, gold futures touched new high amid geopolitical tensions, central bank buying >>>
POLICY & REGULATION Some leading Chinese equity funds applied for issuance of spot Bitcoin ETF in Hong Kong – state media >>>
STOCKS TOP Hong Kong IPOs slid 30% on year in Q1, global ranking fell to 10th, mainland China’s IPO activity slowed further amid tightening regulatory scrutiny >>>
DATA MACRO VIEWS & ANALYSIS China’s per capita tourism spending in Qingming holiday tops 2019-level for first time – research >>>
STOCKS VIEWS & ANALYSIS Citi Research keeps year-end target for Hang Seng Index at 19,800, with 18% upside >>>
BONDS COMPANY NEWS REAL ESTATE Property developer Shimao Group tumbles in Hong Kong on liquidation petition over $202Â mln payment >>>
COMPANY NEWS STOCKS TECH VIEWS & ANALYSIS Chinese new economy stocks’ outlook remain challenging, Meituan, Tencent, NetEase, PDD favored – HSBC Global Research >>>
COMPANY NEWS STOCKS TECH VIEWS & ANALYSIS Tencent to see several positive catalysts; narrowing in Prosus’ stake cut, increase in stock buyback to ease market concerns – research >>>
DATA REAL ESTATE New home sales in China’s 20 major cities fell 30% in Qingming holiday from 2022-level, market sentiment in some cities picked up slightly – research >>>
BONDS COMPANY NEWS REAL ESTATE Country Garden hires principal legal advisor for offshore debt restructuring >>>>
COMMODITIES COMPANY NEWS STOCKS China Oilfield Services rebounds over 9% after it said suspension of drilling rigs in Middle East won’t have major impact >>>
POLICY & REGULATION Hong Kong financial regulator discuss offering Hong Kong-domiciled funds in Dubai >>>
MACRO POLICY & REGULATION TOP Chinese Premier Li Qiang said China-US relations are stabilizing, urged US not to politicize, overstretch national security >>>
DATA MACRO China’s FX reserve rose for 2nd straight month in Mar, gold reserve grew for 17th consecutive month >>>