MACRO POLICY & REGULATION VIEWS & ANALYSIS Chance for LPR cut next week rises, ICBC and Bank of Communications favored among banking stocks – HSBC Global Research 2023-08-16 2023-08-16 >>>
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 2023-08-16 2023-08-16 >>>
DATA MACRO China’s FDI inflows rebounded in Jul, hit second-highest in a year – SAFE 2023-08-16 2023-08-16 >>>
DATA MACRO China’s air passenger traffic hit new record in July, domestic flight bookings for summer holiday has surged 99% from 2019-level 2023-08-16 2023-08-16 >>>
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 2023-08-16 2023-08-16 >>>
DATA MACRO China’s power generation grew at faster pace in Jul, coal-fired power slowed, wind power returned to growth 2023-08-15 2023-08-15 >>>
MACRO POLICY & REGULATION PBOC cut three policy rates to boost slowing economy, benchmark lending rate LPR expected to be cut next week 2023-08-15 2023-08-16 >>>
DATA MACRO REAL ESTATE China’s real estate investment, property sales, developers’ financing declined at faster pace in Jan – Jul 2023-08-15 2023-08-16 >>>
DATA MACRO China’s industrial output grew at slower pace in Jul, below market expectations 2023-08-15 2023-08-16 >>>
DATA MACRO China’s fixed-asset investment slowed further in July as real estate remained major drag 2023-08-15 2023-08-16 >>>
DATA MACRO China’s Jul retail sales grew at slowest pace since Oct 2022, well below market expectation 2023-08-15 2023-08-16 >>>
FOREX MACRO MARKET Yuan weakens to break through 7.32 per dollar mark amid economic weakness, rate cuts, widening yield gap 2023-08-15 2023-08-15 >>>
DATA MACRO Shanghai’s two airports saw passenger traffic surge four times on year in July amid surging travel demand in summer 2023-08-15 2023-08-15 >>>
MACRO POLICY & REGULATION China won’t sit idle if Germany bans Chinese telecoms companies from its 5G network – ambassador 2023-08-13 2023-08-13 >>>
MACRO POLICY & REGULATION China’s State Council issues 24-point guideline on improving environment for foreign investment 2023-08-13 2023-08-14 >>>
MACRO POLICY & REGULATION China, US to double passenger flights between two countries from Oct 2023-08-13 2023-08-13 >>>
DATA MACRO China’s new bank loans hit lowest since 2009 in July, overall credit growth slowed 2023-08-11 2023-08-13 >>>
MACRO POLICY & REGULATION China slams US executive order limiting investment in China tech 2023-08-10 2023-08-10 >>>
MACRO POLICY & REGULATION US President Biden signed executive order to restrict US investment in China tech 2023-08-10 2023-08-14 >>>
DATA MACRO China’s consumer sector slipped into deflation for first time in more than two years in July, factory-gate prices fell for 10th straight month 2023-08-09 2023-08-14 >>>
MACRO POLICY & REGULATION US lawmakers raise security concerns about Chinese cellular modules 2023-08-09 2023-08-09 >>>
DATA MACRO China’s exports, imports fell at much faster pace in July amid weaker demand 2023-08-08 2023-08-08 >>>
MACRO VIEWS & ANALYSIS China’s fixed-asset investment likely picked up slightly in Jan – Jul, real estate remained biggest drag – analysts 2023-08-08 2023-08-08 >>>
DATA MACRO VIEWS & ANALYSIS China’s retail sales likely grew at faster pace in July driven by strong demand in summer vacation – analysts 2023-08-08 2023-08-08 >>>
DATA MACRO VIEWS & ANALYSIS China’s industrial output likely grew at slightly faster pace in July – analysts 2023-08-08 2023-08-08 >>>
MACRO Guangzhou, Shenzhen and Hong Kong plan to design Maglev train with speed of 650 km per hour – government expert 2023-08-07 2023-08-07 >>>
MACRO POLICY & REGULATION Biden set to sign executive order this week to curb investment to China expected this week – report 2023-08-07 2023-08-07 >>>
MACRO POLICY & REGULATION China to place stabilizing growth in more prominent position, to draft more targeted, forceful policies – state planner 2023-08-04 2023-08-05 >>>
MACRO POLICY & REGULATION China to offer visa on arrival for more foreign business travellers, to relax rules for people to get urban Hukou 2023-08-04 2023-08-05 >>>
MACRO POLICY & REGULATION China to lift anti-dumping, anti-subsidy tariffs on Australian barley imports, Australia calls for end to all remaining trade restrictions 2023-08-04 2023-08-05 >>>
MACRO POLICY & REGULATION PBOC Governor Pan Gongsheng vows to increase financial support for private firms, to draft guidance document 2023-08-03 2023-08-05 >>>
DATA MACRO China’s service activities expanded for 6th straight month in Jul, at fastest pace since Mar – private survey 2023-08-03 2023-08-04 >>>
DATA MACRO Hong Kong private sector activity slipped into contraction for first time this year in Jun 2023-08-03 2023-08-04 >>>
MACRO POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Expected real estate policy easing to benefit middle-tier cities more than top-tier, lower-tier cities – Fitch Ratings 2023-08-03 2023-08-14 >>>
MACRO POLICY & REGULATION China Extends Tax Relief Measures to Support Small Companies 2023-08-03 2023-08-03 >>>
MACRO POLICY & REGULATION China pledged more financing support to small businesses to spur economy 2023-08-02 2023-08-03 >>>
MACRO US formally invited China’s newly reappointed foreign minister Wang Yi to Washington 2023-08-02 2023-08-14 >>>
MACRO POLICY & REGULATION PBOC vows to lower companies’ financing cost, guide lower home mortgage rates, downpayment ratio 2023-08-01 2023-08-01 >>>
MACRO POLICY & REGULATION Eight Chinese government departments issued 28 policy measures to support private economy 2023-08-01 2023-08-02 >>>
BONDS MACRO POLICY & REGULATION China asked local governments to finish this year’s special-purpose bond issuance by end of Sept – report 2023-08-01 2023-08-14 >>>
DATA MACRO Fixed-asset investment in China’s mining sector slowed sharply in H1, oil and gas investment picked up 2023-08-01 2023-08-14 >>>
MACRO VIEWS & ANALYSIS Market looks forward to details after China announced 20 measures to boost consumption – Jefferies 2023-08-01 2023-08-14 >>>
DATA MACRO China’s factory activity returned to contraction in Jul after two-month expansion – private survey 2023-08-01 2023-08-14 >>>
DATA MACRO China’s non-manufacturing activity expanded at slower pace in July, construction activity grew slowest since Mar 2020 2023-07-31 2023-07-31 >>>
DATA MACRO China’s factory activity contracted for 4th straight month in July, though at slower pace 2023-07-31 2023-07-31 >>>
MACRO POLICY & REGULATION China’s state planner unveiled measures to boost domestic consumption 2023-07-31 2023-08-01 >>>
