China Macro & Policy Tracker

Investment

China’s Fixed-Asset Investment Growth Slowed Significantly in Jan – Jul, Investment in All Three Major Sectors Weaken

Energy

Why China’s Natural Gas Import Volume and Prices Decline Despite Record Heat?

Government Bond

Several Chinese Regions Explore Channeling Special Bonds into Government Investment Funds

Investment

China’s BRI Investments Doubles YoY to Hit Record High in H1 of 2025 Driven by Energy, Mining and Green Tech

China Sees Rare Drop in Bank Loans in Jul Amid Weak Borrowing Demand, Credit Growth Falls Short

Consumption

China Launches Interest Subsidy Policies to Boost Consumer Loans and Service Industry Financing – Which Consumption Sectors Benefit the Most?

Consumption

China Rolls Out Interest Subsidy Plan for Service Industry Loans to Boost Consumption

Consumption

China’s Personal Consumption Loans to Receive 1% Fiscal Interest Subsidy

Beijing Financial Regulators Warn Against Illegal Loan Intermediaries, Pledge to Step Up Crackdown

China’s Wind and Solar Power Capacity Expected to Double by 2030 Amid Market Reforms and Rapid Growth

China’s Home Appliance Exports Decline in Q2, Face Headwinds Amid U.S. Tariff Pressures

Economy

China’s Industrial Production Likely Slows in Jul Amid Manufacturing Slowdown; Consumption May Remain Stable, Investment to Continue Moderate Decline

Real Estate

Beijing Sees Surge in Home Visits and Sales Outside Fifth Ring During First Weekend After Latest Housing Policy Easing

CPI PPI

China’s Jul CPI Flat as Food Prices Weigh, Core Inflation Hits 5-Month High; PPI Decline Narrows Marginally

Real Estate

Beijing Unveils Major New Real Estate Policies – Removes Purchase Limits Outside 5th Ring Road, Expands Housing Fund Benefits