MACRO VIEWS & ANALYSIS Worst of downturn in Chinese economy may be over, more fiscal support, monetary easing expected – Invesco >>>
MACRO VIEWS & ANALYSIS China’s economic growth momentum may have bottomed out, government to step up policy support – UBS >>>
COMMODITIES DATA VIEWS & ANALYSIS Spot thermal coal price at Qinhuangdao port rebounded for 4th consecutive week, upside room limited – research >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Citi kept Sell rating on China Evergrande, slashed target price to HK$0.5 >>>
COMPANY NEWS VIEWS & ANALYSIS BYD to maintain cost advantage over European rivals even if it moves production to Europe after probe – research >>>
REAL ESTATE VIEWS & ANALYSIS China’s home sales to see marginal boost in Sept, but impact of policy easing should be assessed in Nov – Citi Research >>>
STOCKS VIEWS & ANALYSIS Macau casino operators optimistic about travel, gaming demand in National Day holiday – Goldman Sachs >>>
COMPANY NEWS POLICY & REGULATION VIEWS & ANALYSIS EU investigation’s impact on Chinese EVs to be limited, wider export formats expected in the futures – CLSA >>>
REAL ESTATE VIEWS & ANALYSIS Moody’s downgrades Chinese property sector’s outlook to Negative from Stable despite government support >>>
COMMODITIES VIEWS & ANALYSIS China’s oil and gas sector become safe haven amid market uncertainty – research >>>
POLICY & REGULATION VIEWS & ANALYSIS EU probe unlikely to affect Chinese carmakers’ global expansion; BYD’s share prices could see more volatility – research >>>
REAL ESTATE VIEWS & ANALYSIS Hong Kong home prices may need to drop by 20% before rental return can be raised to 4.13% – UBS >>>
FOREX VIEWS & ANALYSIS Yuan’s depreciation expected to continue due to monetary policy divergence between China, US – Citi Research >>>
MACRO VIEWS & ANALYSIS Fitch Ratings raised forecast of 2023 global economic growth by 0.1 ppt to 2.5%, cut China forecast by 0.8 ppt to 4.8% >>>
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 >>>
STOCKS VIEWS & ANALYSIS Singapore’s Temasek, GIC see opportunities in China in advanced manufacturing, green technology, consumption >>>
REAL ESTATE STOCKS VIEWS & ANALYSIS Chinese real estate stocks may retreat after short-term rebound sparked by policy easing – JPMorgan >>>
REAL ESTATE VIEWS & ANALYSIS China’s real estate sector seen as most likely source of global systemic credit event – BofA Sept fund manager survey >>>
REAL ESTATE VIEWS & ANALYSIS China’s new home sales remained subdued last week, some leading cities posted stronger performance on policy easing – research >>>
MACRO VIEWS & ANALYSIS China may further cut RRR, policy rates; fiscal support to pick up – research >>>
DATA MACRO VIEWS & ANALYSIS China’s credit growth in Aug supported by short-term loans, bill financing; fiscal expansion was main driving force – research >>>
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 >>>
DATA REAL ESTATE VIEWS & ANALYSIS New home sales in Beijing city jumped last week after latest policy easing >>>
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 >>>
MACRO VIEWS & ANALYSIS Pick-up in inflation data indicates marginal improvement in domestic demand, supportive real estate policy to help stabilize property sales – CICC >>>
REAL ESTATE STOCKS VIEWS & ANALYSIS Morgan Stanley expects Chinese property managers’ earnings to improve in H2, to see revaluation >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Alibaba slides after Daniel Zhang in surprise move steps down from cloud unit, Goldman Sachs remains upbeat on Alibaba >>>
REAL ESTATE VIEWS & ANALYSIS Chinese property developers’ rally unlikely to sustain, private developers’ share placements rise – JPMorgan >>>