China Macro Tracker

Real Estate

China’s State Council Meeting Reiterates Real Estate – What Signals Does It Send?

China Sees Surge in Lithium Battery Exports in Jul, Home Appliance Shipments to US Drop Further

China’s Loans to Tech SMEs Grow Over 20%, Average Loan Rate Declines in Jun, Says PBOC

Real Estate

China’s Tier-1 Cities See Second-Hand Home Prices Decline at Fastest Pace Since Oct 2024 in Jul

PBOC

PBOC for First Time Proposes Guiding Banks to Consolidate Credit Support, Stresses Proper Grasp of Policy Strength and Pace

Economy

China’s Economy Shows Three Key Trends in July, New Incremental Policies Expected in H2

China’s July Financial Data Signals Stronger Household Investment Flow to Capital Market

China’s Industrial Growth Hits Slowest This Year in Jul Amid Seasonal Factors and Policy Pressures

Consumption

China’s Jul Retail Sales Grow at Slowest Pace This Year as Auto Sales Drag Growth

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

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?