China Macro Tracker

China’s October Manufacturing PMI Slips Back into Contraction as Supply and Demand Both Weaken

PBOC Policy Rate “Anchor Switch” Takes Effect, Overnight Reverse Repo Takes Over as Main Policy Rate

China’s 3Q26 Loan Allocation: Corporate Lending Carries Growth, Tech and Green in Front, as Property and Household Credit Contract

Major Projects Accelerate Across Multiple Chinese Regions; Full-Year Infrastructure Investment Growth Could Turn Positive

China’s Power Demand Cools in Q3 as Solar Overtook Coal, Data Centers and EV Charging Drive Growth

China’s 800 Bn Yuan New Policy-Based Financial Instruments Fully Disbursed, Focus on Digital Economy, AI and Other Fields

From Tibet’s 6.2% to Shanxi’s 0.5%: China’s Regional Growth Is Splitting Apart

At Least 13 Chinese Cities Have Housing Sales Reform Rules in Place, Deposit Caps Differ

China’s Population Decline Quickens: Fourth Annual Drop Widens to 3.39 Million

China’s Industrial Profit Growth Accelerates to 14.4% in Sept Driven by Electronics and Raw Materials

PBOC Formally Launches Bond Market Liquidity Support Tool for Non-Bank Institutions

China Expected to Front-Load Over 3 Tn Yuan of 2027 Local Government Bond Quota Before Year-End

China Issues New Outbound Investment Rules: Individual Residents Brought Within Regulatory Scope, Reporting Requirements Strengthened

China’s Sept Fiscal Revenue Posts First Decline of 2026 as Land Revenue Slump Deepens After New Policies

China’s Lower-Tier City Launches Housing Sales Rules; Shiyan’s Move Signals Room for Local Tailoring