CHINA-US & MORE MACRO China, US should strengthen economic ties, avoid decoupling – Premier Li Qiang 2024-02-28 2024-02-29 >>>
CHINA-US & MORE MACRO POLICY & REGULATION China’s commerce minister met Australian trade minister, called for strengthen cooperation in China’s joining CPTPP – state media 2024-02-27 2024-03-09 >>>
DATA MACRO Hong Kong’s exports surged 33.6% on year in Jan, imports rose 11% 2024-02-27 2024-03-09 >>>
MACRO POLICY & REGULATION China released plan to improve data security in industrial sector 2024-02-26 2024-03-09 >>>
COMPANY NEWS DATA MACRO VIEWS & ANALYSIS Chinese banks’ NIM hit record low in Q4, likely to decline further amid rate cuts 2024-02-26 2024-03-09 >>>
CHINA-US & MORE COMPANY NEWS MACRO POLICY & REGULATION US industry group urges government to block imports of Chinese autos, parts 2024-02-26 2024-03-09 >>>
DATA MACRO VIEWS & ANALYSIS Macau’s Jan daily visitor arrivals fell 3% on month due to seasonal factor, reached 84% of pre-pandemic level – UBS 2024-02-26 2024-03-09 >>>
DATA MACRO Hong Kong population rose for 2nd year in 2023 since Covid ended 2024-02-24 2024-02-24 >>>
MACRO VIEWS & ANALYSIS China among most expensive places to raise child, average fertility willingness almost lowest globally – research 2024-02-24 2024-02-24 >>>
CHINA-US & MORE MACRO POLICY & REGULATION China, EU held talks on cooperation on autos, raw materials – foreign minister 2024-02-23 2024-02-24 >>>
CHINA-US & MORE MACRO US claims on national security concerns over China-made cranes completely unfounded – foreign ministry 2024-02-23 2024-02-24 >>>
MACRO POLICY & REGULATION China, US maintain communications on debt issues, willing to work with all sides to ease developing countries’ debt – foreign ministry 2024-02-23 2024-02-23 >>>
MACRO POLICY & REGULATION China added Xi’an, Qingdao to list of eligible cities for Individual Visit Scheme for Hong Kong, Macau 2024-02-23 2024-02-24 >>>
DATA MACRO China’s inbound FDI slid 11.7% on year in Jan, up 20.4% on month 2024-02-23 2024-02-23 >>>
DATA MACRO Hong Kong’s CPI grew at slower pace in Jan mainly due to higher base 2024-02-22 2024-02-23 >>>
MACRO VIEWS & ANALYSIS Fitch Ratings affirms Hong Kong at AA-, with stable outlook 2024-02-22 2024-02-24 >>>
MACRO POLICY & REGULATION China’s major cities mostly set 2024 GDP growth target at or above 5% 2024-02-22 2024-03-09 >>>
DATA MACRO China’s air passenger trips in Jan rose 7.9% from pre-pandemic level 2024-02-22 2024-03-09 >>>
MACRO POLICY & REGULATION China started drafting of law for promoting private economy 2024-02-22 2024-02-24 >>>
DATA MACRO China’s air passenger volume in Jan rose 7.9% from pre-pandemic level 2024-02-22 2024-02-23 >>>
COMPANY NEWS MACRO POLICY & REGULATION China urged EU to adhere to WTO rules after anti-subsidy probe into CRRC subsidiary 2024-02-22 2024-02-23 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS China’s asymmetric LPR cut helps stablise expectations; mortgage interest burden to drop by 200 – 400 bn yuan per year – CICC 2024-02-21 2024-02-24 >>>
MACRO China welcomes World Bank’s appointment of Zhang Wencai, support World Bank’ reform – foreign ministry 2024-02-21 2024-02-24 >>>
DATA MACRO VIEWS & ANALYSIS China among most expensive places to raise child, average fertility willingness almost lowest globally – research 2024-02-21 2024-02-24 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS China’s 5-year LPR cut larger-than-expected; whether to help restore homebuyers’ confidence remains to be seen – Citi Research 2024-02-21 2024-02-24 >>>
DATA MACRO STOCKS VIEWS & ANALYSIS China’s supermarkets, shopping centres saw clear footfall growth in holiday; Meituan, Douyin’s local life service performed well – CICC 2024-02-21 2024-02-24 >>>
CHINA-US & MORE MACRO POLICY & REGULATION China to make objective, fair and just ruling on Australian wine review – commerce ministry 2024-02-21 2024-02-24 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS China’s LPR cut to narrow banks’ NIMs by average 3 bps, but stock performance expected to remain strong – JPMorgan 2024-02-21 2024-02-24 >>>
CHINA-US & MORE MACRO POLICY & REGULATION China ready to work with EU to uphold free trade – foreign minister Wang Yi 2024-02-20 2024-02-24 >>>
MACRO VIEWS & ANALYSIS China’s economy to grow 4.9% in 2024, ahead of market expectation – HSBC 2024-02-20 2024-02-24 >>>
MACRO POLICY & REGULATION China announced biggest ever cut in benchmark lending rate to prop up economy, property sector 2024-02-20 2024-03-09 >>>
CHINA-US & MORE MACRO POLICY & REGULATION China lifts restrictions on beef imports from Spain after two-decade ban on EU imports 2024-02-19 2024-02-24 >>>
DATA MACRO VIEWS & ANALYSIS Macau’s holiday visitor arrivals almost fully recovered to 2019-level – research 2024-02-19 2024-02-24 >>>
DATA MACRO VIEWS & ANALYSIS China’s holiday tourism data decent, average spending per tourist down 9% from 2019-level – research 2024-02-19 2024-02-24 >>>
DATA MACRO VIEWS & ANALYSIS China’s holiday consumption beat expectations amid improving tourism market, government stimulus – UBS 2024-02-19 2024-02-24 >>>
MACRO POLICY & REGULATION PBOC kept key policy rate unchanged, LPR cut still likely this month 2024-02-18 2024-03-09 >>>
COMMODITIES DATA MACRO China’s tourism revenue in Spring Festival holiday beat pre-pandemic level, hit new record high 2024-02-18 2024-03-09 >>>
DATA MACRO Hong Kong’s mainland Chinese visitor arrivals in Spring Festival holiday beat 2018-level 2024-02-18 2024-03-09 >>>
DATA MACRO German direct investment in China hit record high in 2023 – research 2024-02-14 2024-02-15 >>>
BRIEF DATA MACRO Hong Kong’s holiday visitor arrivals reached 2018-level, match expectations – official 2024-02-14 2024-02-15 >>>
MACRO MARKET STOCKS Chinese holiday concept stocks rally in Hong Kong on strong tourism data 2024-02-14 2024-02-15 >>>
MACRO VIEWS & ANALYSIS UBS expects Macau’s average daily GGR in Lunar New Year holiday to top level in Golden Week 2023 2024-02-14 2024-02-15 >>>
AUTO MACRO VIEWS & ANALYSIS China’s top car industry association calls for removal of car purchase curbs in some cities 2024-02-14 2024-02-20 >>>
DATA MACRO China new bank loans in Jan hit record high on policy support 2024-02-10 2024-03-09 >>>
DATA MACRO China’s deflation deepens as consumer prices fell at fastest pace since 2009 2024-02-09 2024-03-09 >>>
DATA MACRO China’s service activities expanded at slightly slower pace in Jan – private survey 2024-02-05 2024-03-09 >>>
DATA MACRO China’s factory activities contracted for 4th straight month in Jan, non-manufacturing activities expanded at slightly faster pace 2024-01-31 2024-03-09 >>>
DATA MACRO China’s macro leverage ratio surged in 2023 due to slower nominal GDP growth – government think tank 2024-01-29 2024-03-09 >>>
DATA MACRO China’s 2023 industrial profit fell for second straight year, improved from Jan – Nov period 2024-01-27 2024-03-09 >>>
MACRO MARKET POLICY & REGULATION STOCKS PBOC, HKMA announced new measures to strengthen cross-boundary financial cooperation 2024-01-25 2024-01-26 >>>
MACRO POLICY & REGULATION PBOC to cut banks’ reserve requirement by 50 basis points, to release 1 tn yuan long-term funding 2024-01-24 2024-03-09 >>>
MACRO POLICY & REGULATION China, US financial working group held third meeting in Beijing 2024-01-19 2024-03-09 >>>
MACRO China urges avoiding adding fuel to tense situation in Red Sea, called for end to attacks on civilian vessels 2024-01-19 2024-01-21 >>>
MACRO POLICY & REGULATION PBOC disappoints market by leaving medium-term policy rate unchanged, analysts expect further monetary easing this year 2024-01-15 2024-03-09 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS China’s credit demand remains weak, PBOC expected to cut rate by 10 – 20 bps this year – UBS 2024-01-15 2024-01-16 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS China’s credit demand remains weak, to record first annual drop in new bank loans since 2011 this year – CICC 2024-01-15 2024-01-16 >>>
DATA MACRO China’s consumer prices fell for third straight month in Dec, factory-gate price dropped at slower pace 2024-01-12 2024-03-09 >>>
DATA MACRO China’s new bank loans hit new record in 2023, Dec new bank lending grew less than expected 2024-01-12 2024-03-09 >>>