Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WIRE

September A-Share Institutional Research Trends: BYD Leads in Research Activity, While Electronics Ranks First Among Sectors

Li Ka-shing’s Energy Portfolio Rotation: Monetizing Global Utilities, Scaling Up Canadian Oil Sands

China Proposes First Overhaul of Public Fund Rules in 12 Years, Lower Launch Thresholds for Equity Funds

Paper Makers Raise Prices Across the Board in October, but the Profit Gap Keeps Widening

Over RMB 63 Bn Flows into A-Share ETFs Since Sept as Investor Buy the Dip in Tech Stocks

China’s State-Backed Power Retailers Seek Government Relief Amid Huge Losses

Hong Kong-Listed AI Drug Stocks Slide on Valuation Concerns, XtalPi Hits 52-Week Low as Commercialization Faces Test

Former Greentown China Chairman Charged in Hong Kong Over Alleged HK$20 Million Bribery Scheme

China’s Land Market Shows Cooling Signs as Developers Turn Cautious, Prime Plots Retain Strong Appeal

CHINA MACRO & POLICY

China’s Finance Ministry Releases Mid-Year Fiscal Policy Implementation Report: Key Highlights and Policy Priorities

China Announces RMB 550 Billion in Additional Local Government Debt Quota to Support Growth

China May Need to Defend 4% GDP Growth, Policy Shift Looms, Says Economist

China’s Experiential Consumption Gains Momentum During the Holiday, Tourist Flows Boost Dining Demand

PBOC Rejects RMB Undervaluation Narrative, Says Global Imbalances Reflect Structural and Monetary-System Factors

China’s Golden Week Holiday Passenger Flow Growth Slows, Rail Travel Outpaces Road and Air

CHINA CORPORATE LENS