MACRO POLICY & REGULATION China’s defence minister Li Shangfu met veteran US diplomat Henry Kissinger in Beijing 2023-07-18 2023-07-19 >>>
MACRO POLICY & REGULATION East China’s Zhejiang province to remove restriction on household registration, aims to increase urbanization rate to 76% by 2027 2023-07-18 2023-07-19 >>>
MACRO China has confidence, conditions and abilities to achieve 2023 GDP growth target – state planner 2023-07-18 2023-08-14 >>>
MACRO POLICY & REGULATION China, US could use climate cooperation to redefine bilateral relations – US climate envoy John Kerry 2023-07-18 2023-07-18 >>>
MACRO VIEWS & ANALYSIS JPMorgan lowers China’s 2023 growth forecast to 5% from 5.5%, expects RRR cut in Q3, rate cut in Q4 2023-07-18 2023-07-18 >>>
MACRO VIEWS & ANALYSIS Citi lowers China’s 2023 growth forecast to 5%, expects rate cut, RRR cut in Q3Â 2023-07-18 2023-07-18 >>>
MACRO POLICY & REGULATION NDRC to hold regulator meeting with private companies to address their concerns – official 2023-07-18 2023-07-18 >>>
COMPANY NEWS MACRO POLICY & REGULATION China’s state planner NDRC held meetings with private companies, third in a month, vowed more support 2023-07-18 2023-07-18 >>>
DATA MACRO China’s GDP expanded by 6.3% in Q2, missed expectations, dragged by weak domestic, overseas demand 2023-07-17 2023-07-22 >>>
DATA MACRO China’s fixed-asset investment grew 3.8% on year in H1, beat market expectations 2023-07-17 2023-07-18 >>>
DATA MACRO REAL ESTATE China’s real estate investment fell over 20% on year in Jun, property sales fell at faster pace, developers’ financing declined further 2023-07-17 2023-08-14 >>>
DATA MACRO China’s retail sales grew at slower pace in Jun, missed expectations 2023-07-17 2023-07-18 >>>
MACRO POLICY & REGULATION US climate envoy John Kerry arrived in Beijing for talks with Chinese counterpart Xie Zhenhua 2023-07-17 2023-07-17 >>>
MACRO POLICY & REGULATION REAL ESTATE There is room for real estate policy to be optimized; banks encouraged to negotiate with homebuyers for term changes – PBOC official 2023-07-14 2023-08-14 >>>
DATA MACRO China’s passenger flight volume in Q2 rose 2.7% from 2019-level, domestic flights rose 9.7% – industry association 2023-07-14 2023-07-14 >>>
DATA MACRO Yangtze Delta’ railway passenger trips in Apr – Jun rose over 10% from 2019-level, summer passenger volume expected to rise significantly 2023-07-14 2023-07-14 >>>
MACRO China’s top diplomat Wang Yi met US Secretary of State Antony Blinken for 2nd time in a month, called for practical actions from US to get bilateral relations back on right track 2023-07-14 2023-07-14 >>>
MACRO POLICY & REGULATION China to maintain potential growth within reasonable range, has conditions to keep normal monetary policy – PBOC Governor Yi Gang 2023-07-13 2023-07-14 >>>
DATA MACRO Chinese civil aviation’s recovery in H1 exceeded expectations, domestic passenger flights this summer to rise 11% from 2019-level – official 2023-07-13 2023-08-14 >>>
MACRO China open to visit of US commerce secretary Gina Raimondo, to address mutual concerns through dialogues – China’s commerce ministry 2023-07-13 2023-07-13 >>>
DATA MACRO China’s electricity consumption grew 3.9% on year in Jun, slowing sharply from May 2023-07-13 2023-07-13 >>>
DATA MACRO China’s exports fell at fastest pace in three years, imports missed expectations 2023-07-13 2023-07-13 >>>
MACRO China’s top diplomat Wang Yi to meet US Secretary of State Antony Blinken on Thu in Indonesia 2023-07-13 2023-07-13 >>>
DATA MACRO China’s bilateral trade with US fell 8.4% on year in H1, trade with Belt Road countries rose 9.8% – customs administration 2023-07-13 2023-07-13 >>>
COMMODITIES DATA MACRO China’s bulk commodity imports rose 17.1% on year in first half – customs administration 2023-07-13 2023-07-13 >>>
DATA MACRO China’s exports of mechanical, electrical products rose 6.3% on year in H1, accounting for 58.2% of total – customs administration 2023-07-13 2023-07-13 >>>
DATA MACRO China’s exports, imports exceeded 20 tn yuan in H1 for first time, exports rose 3.7% – customs administration 2023-07-13 2023-07-13 >>>
MACRO POLICY & REGULATION Chinese President Xi Jinping calls for efforts to lift opening-up to new level 2023-07-12 2023-07-13 >>>
MACRO VIEWS & ANALYSIS Sustainability of China’s credit rebound in June in question, more support for real estate needed to avoid confidence trap – Citi Research 2023-07-12 2023-07-12 >>>
MACRO VIEWS & ANALYSIS China may not roll out large-scale stimulus policy in H2, Q2 GDP growth to reach 7% – research 2023-07-12 2023-07-13 >>>
MACRO China lashed back at NATO’s accusation, oppose NATO attempt to expand into Asia-Pacific 2023-07-12 2023-07-12 >>>
DATA MACRO Hotel bookings for summer holiday surged from 2019-level – online travel agency 2023-07-12 2023-07-12 >>>
DATA MACRO Some 17,600 water conservancy projects started construction in H1, most on record – ministry 2023-07-12 2023-07-12 >>>
DATA MACRO Mainland visitors to Macau recovered to over 50% of pre-pandemic level 2023-07-12 2023-07-12 >>>
MACRO VIEWS & ANALYSIS China’s Q2 GDP growth to reach about 7%, government should step up counter-cyclical policy measures – state think tank 2023-07-11 2023-07-12 >>>
MACRO China urged US to remove additional tariffs on Chinese goods, stop crackdowns on Chinese firms during Yellen’s visit – finance ministry 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 >>>
MACRO POLICY & REGULATION China’s former finance minister called for subsidies for small firms, full removal of property purchase curbs 2023-07-10 2023-07-10 >>>
MACRO VIEWS & ANALYSIS China should shift focus of stimulus to consumption from investment, relax restrictions on “Hukou” – PBOC advisor 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 >>>
MACRO US Treasury Secretary Yellen had “direct” and “productive” meetings with Chinese officials 2023-07-10 2023-07-10 >>>
MACRO Chinese Premier Li met US Treasury Secretary Yellen, urges US to hold rational attitude to push bilateral relations back on right track as soon as possible 2023-07-07 2023-07-09 >>>
MACRO US Treasury Secretary Yellen calls for market reforms in China, said US not seeking “separation of economies” 2023-07-07 2023-07-09 >>>
MACRO POLICY & REGULATION US Treasury Secretary Yellen met PBOC governor Yi Gang, former economy tsar Liu He 2023-07-07 2023-07-09 >>>
MACRO China urges US to create good environment for healthy bilateral relations at start of Yellen’s visit 2023-07-07 2023-07-09 >>>
MACRO POLICY & REGULATION China should implement targeted, coordinate measures to stabilize growth – Premier Li Qiang 2023-07-07 2023-08-14 >>>
MACRO POLICY & REGULATION China’s industry ministry held meeting with manufacturing companies, vowed to promote manufacturers’ development 2023-07-06 2023-08-14 >>>
MACRO President Xi Jinping urged military to deepen war, combat planning to increase chance of victory in actual combat 2023-07-06 2023-07-08 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS Mainland institutions don’t expect major policy easing measures or structural reforms – Goldman Sachs 2023-07-06 2023-07-08 >>>
MACRO China released its first open-source desktop operating system OpenKylin 2023-07-06 2023-07-08 >>>
MACRO POLICY & REGULATION US’s export control measures, containment o Chinese semiconductor sector will eventually backfire – Commerce Ministry 2023-07-06 2023-07-08 >>>
MACRO POLICY & REGULATION Chinese Premier Li Qiang met with Japanese delegation, expressed concerns of Japan’s export controls on chip equipment 2023-07-06 2023-07-08 >>>
DATA MACRO Hong Kong PMI remained in expansion for 6th straight months in Jun, growth rate slowed 2023-07-05 2023-07-05 >>>