DATA MACRO China’s industrial companies’ profits fell at slower pace in Jun, improving for 4th straight month 2023-07-27 2023-07-28 >>>
MACRO China’s top diplomate Wang Yi called for more cooperation in energy, education, culture with Turkey 2023-07-27 2023-08-14 >>>
MACRO POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Politburo statement on real estate slightly exceeds expectations, the sector to remain volatile until more decisive policies – BofA Securities 2023-07-26 2023-08-14 >>>
DATA MACRO Hong Kong’s exports contracted for 14th consecutive month in Jun amid slowdown in global demand 2023-07-26 2023-07-27 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS Immediate and practice policies needed after Politburo’s pledges to support economy to sustain market momentum – Morgan Stanley 2023-07-26 2023-07-27 >>>
MACRO POLICY & REGULATION US Senate overwhelmingly backed legislation requiring US firms to notify governments on China investment 2023-07-26 2023-07-27 >>>
MACRO Russian President Vladimir Putin to visit China in Oct – news agency TASS 2023-07-26 2023-07-27 >>>
DATA MACRO China’s electricity consumption expected to grow by 6% – 7% in 2023, newly installed power capacity to exceed 300 mln kW for first time – industry association 2023-07-25 2023-08-14 >>>
DATA MACRO China’s peak power load this summer to be 80 – 100 mln kW from 2022-level, power supply to remain tight – industry association. 2023-07-25 2023-08-14 >>>
MACRO POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Top leadership meeting for first time expressed changes in real estate supply, demand situation; theres is room for real estate policy optimization – CICC 2023-07-25 2023-08-14 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS Politburo meeting’s message sent broadly positive signals – UBS 2023-07-25 2023-07-25 >>>
MACRO POLICY & REGULATION China to step up policy adjustment, focus on expanding domestic demand – top decision-making body Politburo 2023-07-24 2023-07-25 >>>
DATA MACRO VIEWS & ANALYSIS China’s macro leverage ratio climbed 2.1 ppt in Q2, full-year rise to exceed 11 ppt – government think tank 2023-07-24 2023-07-24 >>>
MACRO POLICY & REGULATION China’s state planner unveils measures to stimulate private investment, working on list of projects for banks to increase loan support 2023-07-24 2023-07-24 >>>
MACRO POLICY & REGULATION China encourages local authorities to increase auto purchase quota, facilitate used-car trading, vows to promote home appliance sales in rural areas 2023-07-21 2023-07-22 >>>
MACRO POLICY & REGULATION China, US agreed to maintain close communications on climate issues, reached consensus on many issues 2023-07-21 2023-07-22 >>>
MACRO Chinese President Xi Jinping met former US diplomat Henry Kissinger, said “old friends” won’t be forgotten 2023-07-20 2023-07-20 >>>
MACRO China to invest $36 billion in Algeria in manufacturing and other sectors – Algerian President 2023-07-20 2023-07-20 >>>
DATA MACRO Shanghai’s GDP grew 9.7% on year in H1, real estate investment grew 37.5% 2023-07-20 2023-07-20 >>>
MACRO POLICY & REGULATION China to respond if US imposes more chip curbs – Chinese ambassador 2023-07-20 2023-07-20 >>>
DATA MACRO China’s fiscal revenue grew at slower pace in Jun due to base factor, fiscal spending declined for the first time this year 2023-07-20 2023-07-20 >>>
MACRO POLICY & REGULATION US House committee sent letter to fur US venture capital firms on concerns about investment in Chinese tech – report 2023-07-20 2023-07-20 >>>
MACRO POLICY & REGULATION China to step up support for private companies, facilitate private firms’ capital market financing 2023-07-19 2023-07-20 >>>
MACRO POLICY & REGULATION China to place stabilizing growth in more prominent position, to boost growth in ten key industries – industry ministry 2023-07-19 2023-07-20 >>>
DATA MACRO China’s new foreign companies rose 35.7% on year in H1, inbound foreign direct investment fell 2.7% – commerce ministry 2023-07-19 2023-07-20 >>>
DATA MACRO China’s installed power capacity by end Jun rose 10.8% on year, power generation investment surged 53.8% in first half 2023-07-19 2023-07-20 >>>
MACRO POLICY & REGULATION China committed to carbon cut target; path, methods must be determined independently without external influence – President Xi 2023-07-19 2023-07-20 >>>
MACRO POLICY & REGULATION China to study measures to support NEV makers’ international expansion, to roll out policy to further optimize foreign invesetment environment – Commerce Ministry 2023-07-19 2023-07-19 >>>
MACRO US policy toward China requires Kissinger-style diplomatic wisdom, Nixon-style political courage, said China’s top diplomat Wang Yi 2023-07-19 2023-07-19 >>>
DATA MACRO VIEWS & ANALYSIS China’s economy expected to grow 5% in 2023, 6.4% in 2024 – Asian Development Bank 2023-07-19 2023-07-19 >>>