China's Big Six State-Owned Banks Report Over CNY 550 Billion Surge in Personal Consumption Loans in 2025
Five banks exceeded 16% growth in 2025 as consumer credit demand outpaced corporate lending.
Business
Corporate news, earnings, capital markets, and the broader Chinese economy.
PBOC Q4 Monetary Policy Report Keeps Easing Tone, Flags External Risks
The central bank reiterated a "moderately loose" stance while warning on trade tensions.
US-China Tariff Truce Extended Through Q2 2026
The bilateral framework holds the Section 301 tariffs at the November 2025 levels.
China Consumer Credit Trends Q4 2025: A Steady Climb, Not a Sprint
Aggregate household credit grew 7.1% YoY — the second-fastest pace since 2018.
ICBC Q4 2025 Earnings Call: NIM Compression Stalls, Fee Income Rebounds
Net interest margin held at 1.28% in Q4, the third consecutive flat print.
Shenzhen EV Exports Surge 41% YoY in Q1 2026 on EU Demand
BYD and CATL-shifted models dominate the order book; Russia remains a wild card.
China LPR May 2026 Preview: Hold Expected, But Watch The Forward Guidance
The market is split on whether the May 20 LPR fix will hold at 3.10% (1Y) and 3.60% (5Y).
Hong Kong Residential Property Transaction Volume Jumps 32% YoY in Q1
Stamp duty relief and inventory absorption drive the strongest quarter since 2021.
China Auto Sales +8.2% YoY in March 2026; NEV Mix Climbs to 51%
The 1.84 million NEV unit print is the strongest monthly total on record.
