MACRO POLICY & REGULATION Hong Kong explores ways to promote night economy, considers extending business hours of shopping malls – local media >>>
DATA MACRO China’s installed power capacity rose 11.5% on year in Jul, power generation investment surged 54.4% in Jan – Jul >>>
MACRO POLICY & REGULATION China assessing impact of US high-tech investment restrictions, may take countermeasures – commerce ministry >>>
MACRO POLICY & REGULATION China to set up recycling system for ageing wind turbines, solar panels – state planner >>>
MACRO POLICY & REGULATION China to conduct one-year expiry review of anti-dumping tariffs on chlorobutyl rubber >>>
MACRO POLICY & REGULATION China urges US to immediately lift Section 232 tariffs on steel, aluminium >>>
MACRO POLICY & REGULATION China to strengthen policy coordination to achieve this year’s growth target – Premier Li Qiang >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS PBOC expected to cut benchmark lending rate LPR next week, RRR cut expected in coming months – CICC >>>
BONDS MACRO POLICY & REGULATION China to address local government debt risks with unused debt quota – report >>>
MACRO POLICY & REGULATION STOCKS VIEWS & ANALYSIS PBOC to cut LPR by 15 bps next week, more downside risk seen on Chinese banks’ NIM, earnings – JPMorgan >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS Chance for LPR cut next week rises, ICBC and Bank of Communications favored among banking stocks – HSBC Global Research >>>
DATA MACRO REAL ESTATE China’s housing market remained sluggish in July, new home prices in major cities fell on month for first time this year >>>
DATA MACRO China’s air passenger traffic hit new record in July, domestic flight bookings for summer holiday has surged 99% from 2019-level >>>
DATA MACRO VIEWS & ANALYSIS China’s Jul data broadly missed expectation, benchmark lending rate expected to by cut by 15 bps next Monday – Goldman Sachs >>>
DATA MACRO China’s power generation grew at faster pace in Jul, coal-fired power slowed, wind power returned to growth >>>
MACRO POLICY & REGULATION PBOC cut three policy rates to boost slowing economy, benchmark lending rate LPR expected to be cut next week >>>
DATA MACRO REAL ESTATE China’s real estate investment, property sales, developers’ financing declined at faster pace in Jan – Jul >>>
DATA MACRO China’s fixed-asset investment slowed further in July as real estate remained major drag >>>
DATA MACRO China’s Jul retail sales grew at slowest pace since Oct 2022, well below market expectation >>>
FOREX MACRO Yuan weakens to break through 7.32 per dollar mark amid economic weakness, rate cuts, widening yield gap >>>
DATA MACRO Shanghai’s two airports saw passenger traffic surge four times on year in July amid surging travel demand in summer >>>
MACRO POLICY & REGULATION China won’t sit idle if Germany bans Chinese telecoms companies from its 5G network – ambassador >>>
MACRO POLICY & REGULATION China’s State Council issues 24-point guideline on improving environment for foreign investment >>>