21 Oct 2025
More recent developments
January 30, 2026
Export prices plummet in Q4
Manufacturers slashed export prices 5.4% y/y across Q4 – the fastest price cut in four quarters. Low- and medium-value manufactured goods – which have been disproportionately impacted by US tariffs – saw the biggest price reductions. The export prices of… Read More »
January 30, 2026
China set for permanently slower investment growth
Weak investment growth might be China’s new normal. ICYDK: In December, fixed asset investment (FAI) fell 15.1% y/y, after declining 12.0% and 12.2% in November and October, respectively (check out our explanation for the decline). Was this an anomaly? No.… Read More »
January 29, 2026
Authorities quietly phase out “Three Red Lines” reporting requirement
Authorities are loosening restrictions on developer financing. Citing multiple industry sources, Cailianshe reported on January 28 that regulators have stopped requiring property developers to submit monthly reports on key debt metrics – a long-running requirement under the “Three Red Lines”… Read More »