China Macro Tracker

Economy

Chinese Premier Li Flags Weak Domestic Demand, Calls for Additional Growth-Stabilization Measures

Real Estate

China’s Housing Recovery Loses Momentum in July as Gains Fail to Spread Beyond Top-Tier Cities

China’s Carbon Market Set to Expand to Petrochemical and Chemical Industries, Covering 80% of Carbon Emissions

EnergyOil

China Releases 15th Five-Year Plan for Oil and Gas Development, Prioritizing Energy Security and Green Transition

Economy

China’s Fixed-Asset Investment Slump Deepens, Property and Private Investment Weigh

Economy

China’s July Industrial Production Growth Hit Second-Lowest This Year Amid Weak Demand and Coal Disruptions

ConsumptionEconomy

China’s Retail Sales Slow Again in July as Policy Boost Fades and Demand Weakens

Bank

China’s Deposit Migration Slows in July, Weak Credit Demand Clouds Fund Activation Signal

Bank

Chinese Banks See First Rebound in Net Interest Margins Since 2022, Profitability Indicators Show Signs of Improvement

Economy

China’s July Bank Loans Slump, Overall Credit Expansion Holds Up on Bond Financing

SOE

Provincial Audits Expose Risks in SOE Outbound Investments, Citing Weak Risk Controls and Poor Asset Management

PBOC

China’s Monetary Easing Space Widens as RRR and Rate-Cut Expectations Diverge

Economy

China July Economic Preview: Industrial Momentum May Ease, While Consumption and Infrastructure Investment Improve

PBOC

PBOC Advances Short-Term Rate Framework, Signaling Timely Adjustments to Monetary Policy Tools

Economy

China Economic Powerhouse Guangdong’s Foreign Trade Tops 1T Yuan for Second Straight Month, Imports Surge on AI Demand