MACRO POLICY & REGULATION PBOC vows to lower companies’ financing cost, guide lower home mortgage rates, downpayment ratio >>>
MACRO POLICY & REGULATION Eight Chinese government departments issued 28 policy measures to support private economy >>>
BONDS MACRO POLICY & REGULATION China asked local governments to finish this year’s special-purpose bond issuance by end of Sept – report >>>
COMMODITIES POLICY & REGULATION STOCKS Chinese steelmakers rally on expectation of production cut in second half >>>
FOREX POLICY & REGULATION PBOC drains 36 bn yuan liquidity from market, raised yuan’s fixing by 7.1283 per dollar >>>
POLICY & REGULATION China to impose export controls on some drone-related equipment to prevent use for non-peaceful purposes >>>
POLICY & REGULATION China to explore setting up high-yield bond platform to meet smaller companies’ fundraising needs – PBOC official >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Chinese central government’s recent positive tone on real estate boosted investor confidence – Jefferies >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS China’s official PMI recovery uneven, intensive policy roll-out expected in Q3 – Citi Research >>>
POLICY & REGULATION REAL ESTATE China’s top-tier cities vowed to introduce policies to better meet housing demand after top authorities called for more efforts to real estate market >>>
POLICY & REGULATION China optimized power transmission between provinces to avoid outages – official >>>
POLICY & REGULATION Hong Kong tightened inspection of vegetable imports from Japan, mainland China delayed customs clearance of Japanese food – report >>>
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 >>>
COMPANY NEWS POLICY & REGULATION India’s senior official expressed openness to Chinese Investments; said BYD’s $1 bn Indian plant application still valid – report >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS Immediate and practice policies needed after Politburo’s pledges to support economy to sustain market momentum – Morgan Stanley >>>
MACRO POLICY & REGULATION US Senate overwhelmingly backed legislation requiring US firms to notify governments on China investment >>>
POLICY & REGULATION China’s securities regulator stressed market stability, vowed to deepen reform and opening up >>>
POLICY & REGULATION Qin Gang removed from post of Foreign Minister, predecessor Wang Yi takes over >>>
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 >>>
POLICY & REGULATION REAL ESTATE STOCKS Chinese property developers in sharp rally after top leadership vowed to “optimize real estate policy at appropriate time” >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Politburo’s signal on real estate notable, magnitude and duration unclear – Citigroup >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS Politburo meeting’s message sent broadly positive signals – UBS >>>
MACRO POLICY & REGULATION China to step up policy adjustment, focus on expanding domestic demand – top decision-making body Politburo >>>
MACRO POLICY & REGULATION China’s state planner unveils measures to stimulate private investment, working on list of projects for banks to increase loan support >>>
POLICY & REGULATION REAL ESTATE STOCKS VIEWS & ANALYSIS JPMorgan not excited about newly approved guidelines on urban village renovation, slashed target price of Country Garden, etc >>>
POLICY & REGULATION China’s commerce ministry met major Chinese chipmaker on impacts of US, allies’ restrictions, companies urged governments to strengthen dialogue >>>