China Macro & Policy Tracker

Inflation

China’s March CPI Moderates, PPI Turns Positive for First Time in 41 Months

Consumption

China’s Consumer Goods Trade-Ins Generate 430B Yuan in Q1, Green Consumption Takes Center Stage

Economy

China Elevates Service Sector as Primary Engine of Growth, President Xi Issues Strategic Directives on Development

China Establishes Foreign Investment and Overseas Assets Bureau to Boost SOEs’ Global Operations

Power

China Accelerates Power Grid Investment, Entering Historic “Trillion-Yuan” Construction Phase

Beijing Issues Policy Package to Promote Pharmaceutical Innovation and Advance Hospital Use of Surgical Robots

Travel

Spring Break Boosts China’s Qingming Holiday Travel, Family Tourism Expands Nationwide

Declining Investment and Operational Challenges in China’s Urban Rail Transit: 2025 Performance and 2026 Outlook

Government Bond

China’s Local Government Bond Issuance Accelerates in Q1 to Boost Infrastructure Investment

Manufacturing

China’s Manufacturing and Service Activities Return to Expansion as Production and Demand Strengthen

China’s Top Market Regulator Reinforces Anti-Involution Measures, Names Four Key Industries

China’s Net Foreign Assets Hit $4.07T in 2025, Rising to Second Largest Globally

Consumption

First Spring Break Approaches, Local Authorities Roll Out Measures to Boost Consumption

China Raises Central SOE Profit Remittance Proportion to Boost Fiscal Revenue, Support National Priorities

Economy

China’s Industrial Profits Grow at Faster Pace in Jan – Feb Amid Production Recovery and High-Tech Growth