China Macro & Policy Tracker

Real Estate

Wuxi Introduces Housing Purchase Subsidies of Up to RMB 400,000 to Support Talent and Stabilize Housing Demand

Real Estate

Shenzhen Forms Financial Advisory Group to Address Real Estate Debt Through Multi-Institution Rescue Mechanism

GDP

China’s GDP Expected to Grow 4.8% in Q1, GDP Deflator May Turn Positive for First Time in 11 Quarters, Economists Say

Government Bond

Chinese Local Governments Issued 3.1 Tn Yuan Bonds in Q1 — Where Did the Money Go?

Real Estate

Chinese Provinces Disclose Falling Land Sales Revenue in 2025, Many Expect Stablization This Year

Inflation

China’s PPI Ends 41-Month Deflationary Streak – Will Upstream Price Recovery Transmit Through the Economy?

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