CHINA MACRO RADAR
China’s Monetary Easing Space Widens, but Expectations for RRR and Rate Cuts Remain Divided
China’s July Economic Outlook: Industrial Growth May Slow, Consumption and Infrastructure Investment Likely to Improve
PBOC Advances Short-Term Rate Framework, Signaling Timely Adjustments to Monetary Policy Tools
China Economic Powerhouse Guangdong’s Foreign Trade Tops 1T Yuan for Second Straight Month, Imports Surge on AI Demand
China’s DR-Based Loans Expand to 16 Provinces, Loan Pricing Shifts to Dual-Anchor Era
China’s Bank Bill Rates Stay at Regulatory Floor, Signaling Persistent Weakness in Credit Demand
China’s 15th Five-Year Coal Industry Plan Targets Structural Optimization, Supply Resilience and Industry Modernization
China’s July Inflation Cools Sharply as Oil Prices Weigh and Domestic Price Momentum Softens
CHINA MARKET WATCH
JD.com’s 2Q26 Revenue Falls for First Time as Trade-In Subsidy Effect Fades
China’s Auto Market Shift: Fuel Passenger Vehicle Sales Plunge 47%, NEV Penetration Tops 60% for First Time
China’s Two Semiconductor Leaders Deliver Strong 2Q26 Results as AI Demand and Mature-Node Tightness Drive Recovery
Lenovo Increasingly Positions Itself as AI Infrastructure Company
MSCI China Index Rebalances: Semiconductors and AI Favored, Autonomous Driving and Solar Stocks Exit
