China Macro & Policy Tracker

Government Bond

Chinese Local Governments Expected to Issue Over 1 Tn yuan Bond in Q1 of 2026 to Boost Key Projects and Economic Stability

PBOC

PBOC Implements One-Time Credit Repair Policy for Small Personal Overdues

PBOC

China Keeps Benchmark Lending Rate LPR Steady for Seventh Consecutive Month

Free Trade Port

Hainan Free Trade Port Launches Full-Island Customs Operations, Boosting Trade and Investment Facilitation

PBOC

PBOC Restarts 14-Day Reverse Repo Operation Amid Year-End Liquidity Management

Export

China’s Consumer Goods Exports Remain Weak in Nov, Exports to US Fall at Faster Pace

Fiscal

China’s Nov Fiscal Revenue Flat YoY, Tax Revenue Rises and Non-Tax Revenue Declines

Infrastructure

China’s Urban Rail Sees Year-End Opening Rush, Metro Construction Approvals Tighten

Economy

China’s Top Economic Decision-Making Body Details Plans to Expand Demand, Stabilize Employment, and Promote Real Estate Development in 2026

Real Estate

China’s New Home Construction Area Plummets in Jan–Nov, Returning to 20-Year-Ago Levels

Consumption

China to Implement Effective Institutional Arrangements to Boost Domestic Demand, Says NDRC

Power

China to Add Over 200M KW New Wind and Solar Capacity in 2026, Nuclear Power Policy to Stay Unchanged

Export

Behind $1 Trillion Trade Surplus: New Trends in China’s Exports

China’s Second-Hand Home Prices Drop Across All City Tiers, First-Tier Cities See Steepest Drop Since Oct 2024

Investment

China’s Fixed Asset Investment Weakens in January–November, Marginal Improvement Seen in Nov