Category: Economy
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China’s August Economy: Domestic Demand Falters as Inflation and Exports Hold Up, CICC Projects
Read more: China’s August Economy: Domestic Demand Falters as Inflation and Exports Hold Up, CICC ProjectsSeptember 7, 2026 (InvestinChina.asia) – China’s economy likely sustained a pattern of “internal-external divergence” in August — domestic demand ran soft while exports stayed resilient, and both consumer and producer prices edged higher on input-cost pressures, according to a forward-looking assessment published September 6 by CICC Research. The investment bank expects aggregate financing and M2…
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China Markets Week-Ahead Outlook: 20260907-20260913
Read more: China Markets Week-Ahead Outlook: 20260907-20260913Week of Monday 2026-09-07 to Sunday 2026-09-13 (prepared Monday 2026-09-07) 1. Executive Summary 2. Daily Timeline Date (Day) Event / Release Detail Market Implication Mon 2026-09-07 SAFE August FX reserves Prior: US$3,418.78bn (end-July); gold purchases watched CNH, gold Mon 2026-09-07 PBOC 3M outright reverse repo CNY500bn, equal rollover of month’s 3M maturity CGBs, money market Mon…
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China Shifts VAT Burden for Freelancers to Paying Entities with November 1 Rules
Read more: China Shifts VAT Burden for Freelancers to Paying Entities with November 1 RulesSeptember 4, 2026 (InvestinChina.asia) – China’s Ministry of Finance and State Taxation Administration on Thursday published the Measures for Domestic Entities Withholding Value-Added Tax on Natural Persons, a landmark procedural rule that, from November 1, will require companies and institutions paying individuals for seven categories of services to withhold and remit VAT at the moment of…
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Decoding China’s Monetary Puzzle: Dovish Rhetoric Meets Tighter Liquidity Operations
Read more: Decoding China’s Monetary Puzzle: Dovish Rhetoric Meets Tighter Liquidity OperationsSeptember 3, 2026 (InvestinChina.asia) – China’s monetary policy is sending a split signal. The central bank’s Q2 monetary policy report leans decisively dovish, pledging to “fully leverage the efficacy of existing policies, promptly plan and roll out pragmatic and effective incremental policies, and step up counter-cyclical adjustments.” Yet on the ground, liquidity operations have turned…
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China’s Commerce Ministry Defends Trade Record, Urges EU Equality and U.S. Sanction Reversal at Regular Briefing
Read more: China’s Commerce Ministry Defends Trade Record, Urges EU Equality and U.S. Sanction Reversal at Regular BriefingSeptember 3, 2026 (InvestinChina.asia) — The Ministry of Commerce (MOFCOM) held its regular press conference at 3 p.m. on September 3, with spokesperson Huang Ling, deputy director-general of the Department of Electronic Commerce and Information Technology, presiding. The briefing covered fresh bilateral cooperation agreements with Kyrgyzstan and Egypt, a newly issued guideline to expand and…
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Behind the 64% Drop: How Beijing’s “Three Red Lines” Are Reshaping LGFV Bond Markets
Read more: Behind the 64% Drop: How Beijing’s “Three Red Lines” Are Reshaping LGFV Bond MarketsSeptember 3, 2026 (InvestinChina.asia) – The scale of canceled local government financing vehicle (LGFV) bond issuances in China fell sharply in August, but the decline signals tighter regulatory filtering rather than an easing of financing conditions, as Beijing pushes ahead with its “strict control of increments, resolution of existing stock” debt campaign. Sharp Decline in…
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China to Launch National SME Development Fund Phase II, Steering Capital to Early-Stage Hard Tech
Read more: China to Launch National SME Development Fund Phase II, Steering Capital to Early-Stage Hard TechSeptember 3, 2026 (InvestinChina.asia) – The Ministry of Industry and Information Technology (MIIT) and nine other ministries and commissions have jointly issued the 15th Five-Year Plan for Promoting the Development of Small and Medium-Sized Enterprises, pledging to scale up direct financing support and establish the National SME Development Fund Phase II to steer social capital toward…
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China’s 12 Trillion Yuan Debt-Swap Blitz Runs Ahead of Schedule as 2026 Marks the Final Window
Read more: China’s 12 Trillion Yuan Debt-Swap Blitz Runs Ahead of Schedule as 2026 Marks the Final WindowChina’s campaign to dismantle 14.3 trillion yuan ($2 trillion) in local government hidden debt is running ahead of its own timetable. In the first eight months of 2026 alone, combined issuance of special refinancing bonds and special new-purpose bonds earmarked for debt resolution exceeded 2.7 trillion yuan, pushing the cumulative deployment since 2024 beyond 6…
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China’s Unicorn Universe Hits 11.7 Trillion Yuan as AI Dethrones New Energy
Read more: China’s Unicorn Universe Hits 11.7 Trillion Yuan as AI Dethrones New EnergyChina’s unicorn economy has crossed a historic threshold. As of May 2026, the nation’s 310 privately held startups valued above $1 billion carried a combined worth of 11.7 trillion yuan ($1.63 trillion), up 38.8% year-on-year, with artificial intelligence overtaking new energy to become the single largest valuation pool for the first time, according to the…
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China’s “New Era” for Real Estate: Pre-sale Reform Signals End of the “Sell-Before-Build” Model
Read more: China’s “New Era” for Real Estate: Pre-sale Reform Signals End of the “Sell-Before-Build” ModelIn a research note published Monday, Guojin Securities macro team led by Song Xuetao argues that China’s real estate sector has entered a genuine “second half,” as the four-part authoritative commentary published in People’s Daily on August 22–25 and the sweeping institutional reforms unveiled by five ministries on August 28 together mark the definitive end…