China Macro & Policy Tracker

Foreign Trade

China’s Foreign Trade Hits Record in H1 – What’s Driving the 25 Trillion Yuan Peak

Consumption

China’s 60-Trillion Yuan Consumer Agenda: Key Priorities and Structural Transitions for 15th Five-Year Plan

CarbonEnergy

China Releases 2026–2028 Plan to Reduce Emission Across Energy Sector: Policy Priorities, Pathways, and Strategic Implications

Resource

China Imposes Temporary Export Ban on “Golden Gas” as Strategic Resource Supply Risks Rise

Inflation

China’s PPI Falls MoM in June as Oil Price Support Fades and Cost Pressures Ease — Has PPI Recovery Peaked?

Carbon

China Releases 2030 Carbon Roadmap: Expanding Renewable Energy, Driving Industrial Decarbonization, and Building Green Economy

PBOC

PBOC Q2 2026 Policy Meeting Warns of More Complex External Environment and Domestic Triple Challenges

Pharma

China Updates Essential Medicines List After Eight-Year Hiatus, Expanding Coverage and Welcoming Innovative Drugs for First Time

Consumption

China Issues Policy Package to Boost Retail Innovation, Supporting Top Retailers to Go Public and Develop Private Labels

Inflation

China’s June Inflation Diverges: CPI Moderates While Base Effects Push PPI to 4-Year High

Forex

China’s Forex Reserves Decline Slightly in June, PBOC Continues to Increase Gold Reserves

Hong Kong

China Unveils 11 Measures to Strengthen Hong Kong as Offshore RMB and Fixed-Income Hub

Infrastructure

Positive Investment Signals Emerge as Excavator Sales Rebound and All 800 Bn Yuan for “Two Major” Projects Allocated

Fiscal

How This Local Government Inflated Fiscal Revenue Through Round-Tripped Land Transactions

Circular Economy

China Releases 15th Five-Year Plan for Circular Economy, Output Expected to reach 8 Trillion Yuan by 2030