DATA MACRO Mainland visitors to Macau recovered to over 50% of pre-pandemic level 2023-07-12 2023-07-12 >>>
DATA Russia became top export destination for Chinese vehicles in Jan – May – industry association 2023-07-11 2023-07-11 >>>
COMMODITIES DATA Price of battery-grade lithium carbonate remains unchanged for 5th straight day, lithium hydroxide hit one-month low 2023-07-11 2023-07-11 >>>
DATA China’s auto exports surged 75.7% on year in first half – industry association 2023-07-11 2023-07-11 >>>
DATA China’s car sales rose 10.1% on month in Jun, NEV sales surged 35.2% on year – industry association 2023-07-11 2023-07-11 >>>
DATA VIEWS & ANALYSIS Macau’s gaming revenue hit highest non-holiday level since epidemic, mass market to complete recovery by Oct – JPMorgan 2023-07-11 2023-07-11 >>>
DATA MARKET STOCKS Global hedge funds added more Chinese stocks to portfolios than they sold for first time in seven weeks – research 2023-07-11 2023-07-11 >>>
DATA Chinese auto dealers’ inventory declined significantly in Jun to reasonable levels – industry association 2023-07-11 2023-07-11 >>>
DATA MACRO China’s factory-gate price fell at fastest pace in over seven years, consumer inflation hit zero 2023-07-10 2023-07-11 >>>
DATA China’s passenger car sales fell 2.6% on year in Jun, up 8.7% on month 2023-07-10 2023-07-11 >>>
DATA MACRO China’s railway passenger trips in H1 close to 2019-level, volume in Apr – Jun higher than pre-pandemic levels 2023-07-10 2023-07-11 >>>
DATA FOREX China’s forex reserves rose to $3.19 tn in Jun, gold reserves increased for 8th consecutive month 2023-07-07 2023-07-09 >>>
COMMODITIES DATA China’s electricity consumption to grow 6% this year, electricity to account for 35% of energy end use by 2030 – industry association 2023-07-07 2023-07-09 >>>
COMPANY NEWS DATA Apple supplier Sunny Optical’s shipments of handset lens grew 25.8% on year in Jun, down 3.7% on month 2023-07-07 2023-07-09 >>>
DATA MARKET STOCKS Overseas investors sold net over 9 bn yuan A-shares via Stock Connect 2023-07-07 2023-07-09 >>>
COMMODITIES DATA All of Mongolia’s coal exports were shipped to China in June for 2nd straight month 2023-07-07 2023-07-09 >>>
DATA REAL ESTATE China’s top 100 developers saw sales slide 28.1% on year, slumping 58.9% from 2021-level – research 2023-07-07 2023-08-14 >>>
DATA VIEWS & ANALYSIS Hong Kong home prices likely to drop 6% in H2 as rate hikes dampens homebuyers’ sentiments – Citigroup 2023-07-06 2023-07-08 >>>
DATA China’s business performance revenue surged 673% on year in first half – industry association 2023-07-06 2023-07-08 >>>
DATA China’s auto brands set to account for over 50% of domestic market this year for first time – consultancy 2023-07-05 2023-07-05 >>>
DATA MARKET STOCKS VIEWS & ANALYSIS US, Europe-domiciled active funds continued to rebalance away from Chinese, Hong Kong equities in Jun – Morgan Stanley 2023-07-05 2023-07-05 >>>
DATA REAL ESTATE Shenzhen city’s office vacancy exceeded 24% for first time since end of 2020 2023-07-05 2023-08-14 >>>
COMMODITIES DATA China’s domestic rare earth prices trended lower in first half of year, to remain weak in Q3 before peak season in Q4 – consultancy 2023-07-05 2023-07-05 >>>
DATA REAL ESTATE VIEWS & ANALYSIS China’s new home sales slid 30% on year in Jun; weak recovery in property market to continue in second half – CICC 2023-07-05 2023-08-14 >>>>
DATA MACRO Hong Kong PMI remained in expansion for 6th straight months in Jun, growth rate slowed 2023-07-05 2023-07-05 >>>
BONDS DATA MARKET Northbound trading turnover of Bond Connect jumped over 30 times since launch 2023-07-05 2023-07-05 >>>