Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WIRE

Chinese Public Funds Pare Back Crowded AI Trade in 3Q26, Computing Power Names Still Lead Top Holdings

China’s Home Sales Reform Reshapes Land Supply: Core Cities Launch Auctions with Leaner, More Developer-Friendly Offerings

QFIIs Quietly Load Up on China’s Sector Leaders, Global Banks Say A-Share Valuations Look Attractive

China’s Mortgage Interest Subsidy Shows Early Results, Boosting Demand for Lower-Priced Homes in Top-Tier Cities

China’s 2026 Car Retail Sales Forecast to Plunge 22%, Below Even Pandemic Levels

From Conviction to Caution: How China’s AI Fund Managers Recalibrate After Q3 Reversal

10 Trillion Yuan Erased in Four Months: China’s AI Hardware Rally Meets the Valuation Wall

Tech Crashes, Banks Break Records: The Great Market Seesaw and Who’s Winning

China’s Thermal Coal Rally Stalls as Beijing’s Output Push Cools Sentiment

CHINA MACRO & POLICY

From Tibet’s 6.2% to Shanxi’s 0.5%: China’s Regional Growth Is Splitting Apart

At Least 13 Chinese Cities Have Housing Sales Reform Rules in Place, Deposit Caps Differ

China’s Population Decline Quickens: Fourth Annual Drop Widens to 3.39 Million

China’s Industrial Profit Growth Accelerates to 14.4% in Sept Driven by Electronics and Raw Materials

PBOC Formally Launches Bond Market Liquidity Support Tool for Non-Bank Institutions

China Expected to Front-Load Over 3 Tn Yuan of 2027 Local Government Bond Quota Before Year-End

CHINA CORPORATE LENS