YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WATCH

China’s Robotics-Themed ETFs See Over 17 Bn Yuan Outflows This Year Despite Sector Rebound Amid Industry Signals

A-Share Banking Sector Decline Over 7% YTD – Why Banking Sector Significantly Underperforms Broader Market?

China’s Leading Memory Producer YMTC Launches IPO Counseling, With Potential Valuation of 2–3 Tn Yuan

Deep Robotics IPO Accepted: Aiming to Raise 2.5B Yuan, Turned Profitable in 2025

China’s Agriculture Ministry Calls for Strict Control of New Hog Production Capacity to Stabilize Pork Prices

Household Deposit Migration in China: Trends, Flows, and the Shift to Non-Bank Financial Channels

Chinese Tech Stocks Take Over as A-Share “Stock King” Amid Market Rotation

QDII Funds Persistently Trade at High Premiums, Quota Limits Undermine Arbitrage Mechanisms

CHINA MACRO RADAR

China’s Infrastructure Investment Growth Turns Negative in April: What’s Behind the Decline?

China’s Mechanical and Electrical Exports Hit New High in April, Export Growth to US Return to Growth

China Issues Stricter Rules on Steel Industry Capacity Replacement to Curb Idle and Speculative Capacity

China’s Power Output Rises 2.6% YoY in April, Led by Stronger Hydropower Generation

China Upgrades Departure Tax Refund Policy to Boost Inbound Consumption

China’s Fixed-Asset Investment Declines Again in Jan – Apr, New-Type Infrastructure Investment Accelerates

China’s Industrial Output Growth Slows Amid Global Supply Pressures, Export Delivery Value Hits New High Since 2022

China’s Retail Sales Growth Hits Lowest Since 2023, Service Consumption Outpaces Goods

China Corporate Lens