China Macro & Policy Tracker

Fiscal Policy

Central Economic Work Conference Stresses Addressing Local Fiscal Difficulties for the First Time – What Signal Does It Send?

Monetary Policy

Central Economic Work Conference Sets 2026 Monetary Policy Targets and Strategy

Real Estate

Central Economic Work Conference Outlines 2026 Plan to Stabilize Property Market

Economy

Central Economic Work Conference Pledges More Proactive Policies, Prioritize Expanding Domestic Demand

Economy

IMF Raises China Growth Forecast, Calls for Stronger Reforms to Resolve Property Risks

Government Bond

Several Chinese Provinces Disclose Allocations from the 500 Bn Yuan Additional Debt Quota, Jiangsu Receives the Most

Inflation

China’s Consumer Inflation Hits Highest Since Feb 2023, PPI Decline Widens

Real Estate

Guangzhou Issues China’s First Guaranteed-Delivery Housing Voucher in Pilot of New Rescue Mechanism for Stalled Projects

Inflation

China’s CPI Expected to Pick up in Nov as Adverse Weather Boosts Vegetable Prices, PPI Likely to Remain Stable, Economists Say

Yunnan Issues Plan to Resolve Risks in Existing PPP Projects, Supports Conversion to Government Investment

Economy

China’s Investment Likely to Drop Faster in Nov, Other Economic Indicators May Improve Slightly, Economists Say

Economy

China’s Politburo Sets Policy Tone for 2026, Vows to Strengthen Counter-Cyclical and Cross-Cyclical Adjustments

Export

China’s Exports Rebound in Nov Amid Low Base, Beating Market Expectations

Employment

Chinese Cities Launch Pilot Programs for Developing Human-Resources Services to Ease Labor Shortages in Manufacturing

China Strengthens Crackdown on “Foreign Garbage” Amid Ongoing Import Violations