China Macro Tracker

Real Estate

China’s Mortgage Subsidy Push Gains Momentum as Cities Seek to Revive Housing Demand

Auto

China Advances Autonomous Vehicle Legalization with New Road Traffic Law Amendment

Economy

China’s Official Commentaries Offer Interpretation of Economic Conditions, Policy Priorities, and Challenges Ahead

PBOC

PBOC Liquidity Strategy Shift: Reducing MLF, Expanding Overnight Reverse Repos to Stabilize Short-Term Funding

Fiscal Policy

China’s Fiscal Revenue Grows Fastest in 18 Months in July, but Spending Remains Sluggish

Fiscal Policy

China to Introduce Practical and Effective Incremental Policies in 2H26, Says Vice Finance Minister

Economy

China and Switzerland Complete Talks to Upgrade Free Trade Agreement; 99.8% of Swiss Exports to China to Enjoy Zero Tariffs

Consumption

China Expands Fiscal-Financial Support to Boost Demand, Broadening Consumer Credit Subsidies and Raising Loan Caps

Consumption

China’s Consumption Shift: Three Growth Engines Emerge Amid Structural Slowdown

Economy

China’s Youth Unemployment Rate Hits Three-Year July High, Migrant Workers Also Face Rising Employment Pressure

PBOC

PBOC Expands Overnight Reverse Repo Operations, Reflecting New Phase in Liquidity Management

China Set to Tighten Loan Facilitation Rules, Restricting Platform Revenue Sharing and Financing Channels

Real Estate

China’s Household Deleveraging Deepens as Early Repayments Squeeze Credit Growth

Real Estate

China Unveils New Housing Provident Fund Rules, Expanding Coverage and Simplifying Withdrawal Procedures

Economy

China Moves to Unlock County-Level Consumption Growth with New Policy Package