China Macro & Policy Tracker

Land

China Tightens Control on New Construction Land, Prioritizes Stock Land Activation and Public Projects

Real Estate

China’s Housing Provident Fund Sees Key Reform Window, Over 30 Cities Adjust Policies This Year

Yuan

RMB Internationalization: From Trade Currency to Corporate Finance, Regional Trends Differ

Tariff Impact Hits Highest Since 2018, Companies Continue Expanding in China, Says U.S. Chamber

Exports

China’s Exports Surge 21.8% in Jan – Feb 2026 Amid Global Manufacturing Boom and Policy Support

Fiscal

China’s 2026 Fiscal Spending Hits Record High — Where Will the Money Go?

China’s Consumer Prices Grow Fastest Since Feb 2023, Factory-Gate Prices Decline at Slower Pace Amid Holiday Effects and Demand Recovery

Forex

China’s Forex Reserves Rise Above $3.4Tn in Feb, Gold Holdings Increase for 16th Consecutive Month

Fiscal

How Will China Make Fiscal Policy More Proactive? Finance Minister Explains

PBOC

China to Closely Monitor External Shocks, Promptly Mitigate and Block Risk Transmission – PBOC Governor

China to Accelerate Green Transformation and Energy Security Agenda in 2026 – Government Work Report

China’s Power Equipment Exports Surge Amid Robust Emerging Market Electricity Demand

How to Promote Reasonable Rebound in Prices? Explanation by Government Work Report Drafting Team Member

China Reports Progress on Local Government Debt Resolution as 2026 Emphasizes Central and Private Investment

Real Estate

China’s 2026 Government Work Report on Real Estate: Drops “Halt the Decline and Stabilize,” Shifts Focus to “Reducing Inventory”