Express News | National Bureau of Statistics: In July, the value-added of industrial enterprises above designated size increased by 4.5% year-on-year.
Express News | National Bureau of Statistics: Total retail sales of consumer goods reached RMB 28,774.4 billion from January to July, a year-on-year increase of 1.2%.
Week Ahead | Super Earnings Week for Hong Kong Stocks! Alibaba, Xiaomi, Kuaishou, Pop Mart, and Others Set to Report; Fed Meeting Minutes Due Thursday
The Seoul AI Summit is scheduled for August 19–21; the Hang Seng Index semi-annual review results will be released on Friday, with CICC predicting that Zhipu AI and MiniMax are likely to be included in the index.
Express News | PBOC: Timely plan and introduce practical and effective incremental policies, and strengthen counter-cyclical adjustments.
Express News | China's Producer Price Index (PPI) rose by 3.5% year-on-year in July, compared with a 4.1% increase in the previous month.
Express News | China's CPI rose by 0.5% year-on-year in July, compared with a 1% increase in the previous month.
Five-year RMB-denominated government bond futures debut on HKEX! China Securities Regulatory Commission and Hong Kong Securities and Futures Commission unveil five key cooperation initiatives, further upgrading two-way market opening
On August 3, Wu Qing, Chair of the China Securities Regulatory Commission (CSRC), stated at the listing ceremony in Hong Kong for RMB-denominated government bond futures that further policy measures will be introduced to deepen practical two-way cooperation and support the development of Hong Kong’s capital markets. These measures aim to better facilitate cross-border two-way financing for enterprises, enhance global investors’ access to Chinese assets, create greater opportunities for institutional collaboration and talent integration, and jointly safeguard the stable operation of markets in both regions, thereby contributing more Chinese insights to global financial development.
Express News | The China Securities Regulatory Commission (CSRC) and the Securities and Futures Commission of Hong Kong (SFC) jointly announced new measures to deepen pragmatic cooperation and foster closer coordinated development between the two markets.
Wu Qing of the China Securities Regulatory Commission (CSRC): Deepen two-way cooperation between mainland and Hong Kong capital markets and support cross-border, two-way corporate financing.
CSRC Chairman Wu Qing stated this morning (March 3) at the listing ceremony of China International Futures on the Hong Kong Exchanges and Clearing (HKEX) that efforts will be made to further consolidate the offshore RMB market and strengthen Hong Kong’s role as a global hub for offshore RMB business. He announced another step toward deepening practical, two-way cooperation to support Hong Kong’s development. He emphasized that the CSRC supports cross-border, two-way corporate financing and will continue, as always, to back mainland enterprises with international expansion plans in listing in Hong Kong. The CSRC also supports high-quality Hong Kong-listed companies in listing on mainland exchanges, jointly enhancing the effectiveness of services for developing new quality productive forces. Additionally, the CSRC actively supports eligible Hong Kong enterprises in expanding into the mainland and utilizing diversified capital market instruments.
Express News | The Political Bureau of the CPC Central Committee Held a Meeting to Decide on Convening the Fifth Plenary Session of the 20th Central Committee and to Analyze and Study the Current Economic Situation and Economic Work
Dispelling AI Bubble Anxieties: Morgan Stanley’s Chief Strategist Unpacks New Opportunities in U.S. and Chinese Equity Markets
The AI wave is sweeping the globe. The U.S. is the main battleground of the AI revolution, while China plays a critical role in the supply chain—Chinese companies are integral to PCBs, optical fiber, optical modules, and AI models, with many already featured on supplier lists of tech giants like NVIDIA and Meta.
Trump’s Tariffs in Disguise—What’s Different This Time?
Authors: Song Xuetao, Li Mengying Source: Xuetao Macro Notes The United States is rebuilding country-specific tariffs and expanding sectoral tariffs through Section 301, Section 338, and Section 232 investigations. The Section 122 tariffs, implemented by the Trump administration as a transitional measure, will expire on July 24. However, tariff policy remains a central pillar of Trump’s core economic agenda. Based on the policy actions already taken by the Trump administration, the U.S. is using Section 301, Section 338, and Section 232 investigations to reconstruct country-specific tariffs and broaden sectoral tariffs, respectively. I. How will Trump’s new tariffs be implemented after the expiration of Section 122? Section 301 investigations primarily target trade practices of specific countries
Express News | The China Securities Regulatory Commission (CSRC) held a series of symposiums with listed companies, industry institutions, and experts and scholars to solicit opinions and suggestions.
What has happened in the capital markets following each of the China Securities Regulatory Commission's (CSRC) symposiums on market stabilization?
Following each recent symposium, the capital market has witnessed substantive reforms, with the China Securities Regulatory Commission (CSRC) responding to concerns through concrete actions.
CICC: Three Possible Endgames for an Extremely Structural Market
In 2026, global markets exhibited a highly divergent structural market performance. Korean equities with AI exposure, the Philadelphia Semiconductor Index, and China’s STAR Market and ChiNext boards significantly outperformed, while China A-share consumer stocks and Hang Seng Tech Index constituents without AI exposure notably underperformed.
Express News | CSRC: Adopting Multiple Measures to Guide Medium- and Long-Term Capital into the Market and Promoting Standardized Development of Quantitative Trading and AI Applications
Express News | The one-year and five-year Loan Prime Rates (LPR) remained unchanged.
Lifting of restrictions materialized as anticipated; exercise patience in positioning for Hong Kong equities.
Against the backdrop of a still favorable medium- to long-term outlook for AI, risk-off sentiment has emerged due to short-term macro liquidity conditions (the Federal Reserve’s hawkish stance) and micro liquidity pressures (deleveraging in the Korean equity market, share lock-up expirations in Hong Kong, etc.). However, this is unlikely to end the AI bull market; instead, it creates an opportunity for the AI rally to broaden into a wider segment of the industrial chain.
China's GDP grew by 4.7% year-on-year in the first half of the year, with new growth drivers accounting for over 40% of the contribution... Authoritative analysis is now available.
On July 15, the National Bureau of Statistics released data showing that China's gross domestic product (GDP) grew by 4.7% year-on-year in the first half of the year.
Express News | The People's Bank of China: In the first half of 2026, the cumulative increase in aggregate social financing amounted to RMB 20.84 trillion, RMB 2.02 trillion less than the same period last year.