COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs keeps PetroChina on Conviction Buy List, lowers CNOOC target price 2023-11-07 2023-11-08 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Citic Securities raised forecast of BYD Company’s profit, kept its stocks at Buy 2023-11-07 2023-11-08 >>>
MACRO MARKET POLICY & REGULATION China to ‘go all out’ to support Hong Kong’s capital market, highlight its role as key link between mainland and rest of world 2023-11-07 2023-11-08 >>>
BONDS MARKET REAL ESTATE China Vanke promised to make debt payments on time, Shenzhen state asset regulator pledged support 2023-11-06 2023-11-07 >>>
MACRO Chinese President Xi Jinping met Australian Prime Minister Anthony Albanese, agreed to expand cooperation 2023-11-06 2023-11-06 >>>
STOCKS China to promote high-level opening up, further expand market access and increase imports – top leaders 2023-11-05 2023-11-05 >>>
POLICY & REGULATION China to study digital yuan’s use in cross-border commodity payments under mainland – Hong Kong cooperation framework – PBOC official 2023-11-04 2023-11-05 >>>
COMMODITIES COMPANY NEWS Sinopec, QatarEnergy signed 27-year LNG supply agreement 2023-11-03 2023-11-05 >>>
COMMODITIES POLICY & REGULATION China to promote high-end, intelligent, green development of rare earth industry 2023-11-03 2023-11-05 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Xiaomi’s Q3 adjusted net profit to surge 157.5% on year, hiked target price by 10.8% – CICC 2023-11-03 2023-11-05 >>>
DATA MACRO China’s service activity expanded at slightly faster pace in Oct, new orders rose slowest in 10 months – private survey 2023-11-03 2023-11-03 >>>
MARKET STOCKS VIEWS & ANALYSIS UBS analysts positive on China’s internet sector, see three expected tailwinds 2023-11-03 2023-11-03 >>>
MACRO US to participate in China’s top import fair for first time amid improving ties 2023-11-02 2023-11-03 >>>
POLICY & REGULATION China eyes innovation system for humanoid robotics development by 2025, seeks breakthroughs in key technologies 2023-11-02 2023-11-03 >>>
COMMODITIES DATA MARKET China’s lithium carbonate prices slide for 10th straight day to hit new low in over two years – consultancy 2023-11-02 2023-11-03 >>>
DATA REAL ESTATE China’s top 100 homebuilders’ land spending in Jan – Oct fell at slower pace, Oct spending surged on month – research 2023-11-02 2023-11-03 >>>
MACRO POLICY & REGULATION China’s financial, securities regulators held meeting vowing to enhance financial regulation 2023-11-02 2023-11-02 >>>
COMMODITIES DATA China’s solar silicon prices continue to slide on worsening oversupply – industry association 2023-11-02 2023-11-03 >>>
DATA MACRO Flight volume between mainland China and Australia close to 2019 levels 2023-11-02 2023-11-03 >>>
DATA REAL ESTATE More Chinese cities saw home price decline in Oct, 2nd-hand home prices fell at faster pace – research 2023-11-01 2023-11-01 >>>
DATA REAL ESTATE China’s top 100 property developers saw Oct sales slide about 30% from a year earlier – research 2023-11-01 2023-11-01 >>>
DATA MACRO China’s factory activity unexpectedly slipped into correction in Oct, new orders remained in expansion for third straight month – private survey 2023-11-01 2023-11-01 >>>
POLICY & REGULATION China’s top leadership held twice-a-decade financial meeting, pledged to build China into financial powerhouse 2023-10-31 2023-11-05 >>>
MARKET POLICY & REGULATION China’s short-term money rates spiked as high as 50%, PBOC likely to take action to inject more liquidity 2023-10-31 2023-11-01 >>>
DATA MACRO China’s factory activity slipped back into contraction in Oct, non-manufacturing activity grew at slower pace 2023-10-31 2023-11-01 >>>
COMMODITIES PBOC’s gold purchase hit record in Jan-Sept, China’s gold demand to remain strong in Q4 – industry group 2023-10-31 2023-11-01 >>>
MACRO POLICY & REGULATION China plans to build pilot free trade zone in Xinjiang, make it bridgehead of westward opening-up 2023-10-31 2023-11-01 >>>
DATA FOREX China’s cross-border yuan payments, receipts surged 24% on year in Jan-Sept 2023-10-31 2023-11-01 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS BYD’s competitive product offering, favorable seasonality to support robust momentum in Q4 – UBS 2023-10-31 2023-11-01 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS China Eastern Airlines’ Q3 results missed expectation despite turnaround to profit; China’s air travel recovery to slow down in Q4 – UBS 2023-10-31 2023-11-01 >>>
COMMODITIES DATA China’s lithium carbonate price falls for 8th straight day to hit two-year low, industry body calls declines inevitable trend 2023-10-31 2023-11-01 >>>
STOCKS China’s steel sector contracted at slightly faster pace in Oct, steel production expected to drop further in Nov 2023-10-31 2023-11-01 >>>
BONDS MACRO POLICY & REGULATION Chinese industrial companies’ profit grew at double-digit growth for 2nd straight month, Q3 profit returned to growth 2023-10-27 2023-10-28 >>>
MARKET STOCKS China’s state investor bought ETFs in latest effort to shore up market 2023-10-23 2023-10-23 >>>
DATA REAL ESTATE China’s new home prices fell at slower pace in Sept, prices in top-tier cities stopped falling, lower tier-cities saw further declines 2023-10-19 2023-10-23 >>.
STOCKS China’s Q3 GDP growth beat expectations, banks raised forecast of China’s 2023 growth 2023-10-18 2023-10-18 >>>
DATA MACRO China’s consumption, industrial activities picked up in Sept, investment missed expectations 2023-10-18 2023-10-18 >>>
MARKET POLICY & REGULATION PBOC ramps up liquidity injection with medium-term policy tools 2023-10-16 2023-10-17 >>>
MARKET POLICY & REGULATION STOCKS Chinese regulators raised margin requirement, restrict securities lending to curb short selling 2023-10-16 2023-10-17 >>>
DATA MACRO China’s electricity consumption grew at faster pace in Sept, household power consumption returned to growth 2023-10-16 2023-10-17 >>>
DATA MACRO China’s exports, imports declined at slower pace in September on low base, policy support 2023-10-13 2023-10-15 >>>
DATA MACRO China’s consumer prices unchanged on year in September, factory-gate prices fell at slower pace 2023-10-13 2023-10-14 >>>
STOCKS Chinese banks extended more loans in September, structure of bank lending improved 2023-10-13 2023-10-14 >>>
MARKET STOCKS China’s state wealth fund increased stake in four large banks for first time since 2015 to boost market sentiment 2023-10-12 2023-10-13 >>>
BONDS POLICY & REGULATION More Chinese regions announce plans to issue special refinancing bonds to repay existing debt 2023-10-12 2023-10-13 >>>
COMMODITIES MARKET China’s lithium carbonate futures contracts hit limit-up across the board on production cut, falling imports 2023-10-12 2023-10-13 >>>
REAL ESTATE VIEWS & ANALYSIS Hong Kong property prices to drop another 5% – 10% next year after 3% fall this year – Morgan Stanley 2023-10-12 2023-10-13 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs optimistic about NetEase performance in H2, expects Q3 revenue growth to accelerate significantly to 17% 2023-10-12 2023-10-13 >>>
MARKET STOCKS VIEWS & ANALYSIS Morgan Stanley raised forecast of Chinese online game revenue growth this year to 15% from 10%, sees NetEase as top pick 2023-10-12 2023-10-13 >>>
