China Macro Tracker

China May Resume Urban Rail Transit Approvals, Cities Await New Construction Permits

China’s Exports Surge 36.3% in Sept, AI Demand and EU-Bound Shipments Drive Record Trade Surplus

Sept Financial Data Beats Expectations as Credit Structure Shifts Toward Bonds, Equities and Priority Sectors

China’s Sept PPI Hits Four-Year High on Global Commodity Surge, Weak Demand Keeps CPI Muted

China’s Local Government Bond Issuance Accelerates, With 1.54 Tn Yuan to be Issued in Q4

China Tightens Export Incentives for NEVs, Cutting VAT Rebate Rate to 9%

China’s State Planner Holds Another Symposium with Private Enterprises, Signals Fresh Q4 Stimulus

China Tightens Oversight of Automotive Innovation, Mandates Stricter Testing and Safety Verification

China, EU Reach Hybrid Vehicle Trade Deal, Potentially Halving Projected Chinese Exports to Europe

China’s Finance Ministry Releases Mid-Year Fiscal Policy Implementation Report: Key Highlights and Policy Priorities

China Announces RMB 550 Billion in Additional Local Government Debt Quota to Support Growth

China May Need to Defend 4% GDP Growth, Policy Shift Looms, Says Economist

China’s Experiential Consumption Gains Momentum During the Holiday, Tourist Flows Boost Dining Demand

PBOC Rejects RMB Undervaluation Narrative, Says Global Imbalances Reflect Structural and Monetary-System Factors

China’s Golden Week Holiday Passenger Flow Growth Slows, Rail Travel Outpaces Road and Air