MARKET POLICY & REGULATION STOCKS Chinese thermal power companies trade higher on expectation of tariff reform, higher profit >>>
COMPANY NEWS POLICY & REGULATION STOCKS VIEWS & ANALYSIS EU anti-subsidy probe on Chinese EVs to have negative impact on BYD, recommends near-term short – Daiwa >>>
MACRO POLICY & REGULATION Several SOEs in Jiangsu province settled implicit local government debt, to stop raising funds for local governments >>>
MACRO POLICY & REGULATION China to continue to exempt some US goods from additional punitive tariffs until Apr 30 next year >>>
POLICY & REGULATION China not issued ban on purchase, use of foreign phone brands – foreign ministry >>>
BONDS MARKET POLICY & REGULATION PBOC’s offshore bill issuance helps absorb offshore yuan liquidity, stabilize yuan’s exchange rate; more issuance expected – PBOC-backed publication >>>
MARKET POLICY & REGULATION STOCKS Fujian-based companies stage strong rally on plan to make Fujian a zone for integrated development with Taiwan
POLICY & REGULATION China’s top market regulator held meeting with self-employed business owners to boost sector development >>>
POLICY & REGULATION REAL ESTATE Guangzhou saw first residential land deals after home policy relaxation, received bids at maximum prices >>>
POLICY & REGULATION REAL ESTATE China’s capital Beijing quietly removed restriction on listing prices of second-hand homes in Haidian district >>>
POLICY & REGULATION REAL ESTATE Zhengzhou becomes latest city to remove restrictions on home purchases, resales; lower downpayment requirement >>>
DATA POLICY & REGULATION REAL ESTATE Several Chinese cities saw second-hand home listings surge after recent real estate policy easing >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Recent real estate policies able to stabilise China’s property market; home prices in 1st/2nd cities to stop QoQ drop in Q4 – Citic Securities >>>
POLICY & REGULATION REAL ESTATE More major Chinese cities remove all restrictions on home purchase, resale to revive sluggish housing market >>>
FOREX POLICY & REGULATION PBOC tightens grip on Chinese companies’ bulk US dollar amid yuan’s sharp weakening – report >>>
DATA POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Property sales picked up in tier-1 cities after recent policy easing, but likely to be short-lived – UBS >>>
POLICY & REGULATION REAL ESTATE Suzhou city announced measures to boost economic recovery, no longer conduct qualification assessment for purchasing some houses >>>
FOREX MARKET POLICY & REGULATION PBOC vows to maintain yuan’s stability, sending yuan surging against US dollar >>>
POLICY & REGULATION REAL ESTATE Dongguan city allows new home buyers to withdraw from housing provident fund to pay for down payment >>>
POLICY & REGULATION REAL ESTATE Home buying sentiment picks up after adopting policy of using home ownership instead of mortgage records for first-home qualification – housing ministry official >>>
POLICY & REGULATION REAL ESTATE Guangzhou starts new policy on home downpayment, becomes first top-tier city to cut mortgage rate floor for first-home buyers >>>
POLICY & REGULATION REAL ESTATE Guangzhou quietly removes restrictions on new home prices to allow developers to boost sales with lower prices – report >>>
MACRO POLICY & REGULATION China, Indonesia held discussions on boosting bilateral investment, trade >>>
BONDS POLICY & REGULATION China’s state planner held meeting with several companies on overseas debt, related policies >>>
POLICY & REGULATION South China’s Guangdong province to tap auto consumption potential, to boost NEV sales >>>