On-the-Ground Signals from the China Markets. By Yuan Talks. https://xitter.cf/t.co/ZVNGY2dAZk
Hong Kong
Joined October 2015
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#China’s #Home Sales Reform Reshapes #Land Supply: Core Cities Launch Auctions with Leaner, More Developer-Friendly Offerings
yuantalks.com/chinas-home-sa…
Y&T Intelligence retweeted
China #Evergrande Liquidators Recover Just About 1% of Offshore Claims; PAG Talks, PwC Ruling and First Distribution Loom
yuantalks.com/china-evergran…
Y&T Intelligence retweeted
#China’s 2026 #Car Retail Sales Forecast to Plunge 22%, Below Even Pandemic Levels
yuantalks.com/chinas-2026-ca…
From Conviction to Caution: How #China’s AI Fund Managers Recalibrate After Q3 Reversal
yuantalks.com/from-convictio…
Y&T Intelligence retweeted
#China’s #Car Imports Halve for Second Straight Month, #Luxury Brands Lose Ground in Wealthy Cities
yuantalks.com/chinas-car-imp…
Y&T Intelligence retweeted
From Tibet’s 6.2% to Shanxi’s 0.5%: #China’s Regional #Growth Is Splitting Apart
yuantalks.com/from-tibets-6-…
#China’s 2026 #Car Retail Sales Forecast to Plunge 22%, Below Even Pandemic Levels
yuantalks.com/chinas-2026-ca…
Y&T Intelligence retweeted
#Tech Crashes, #Banks Break Records: The Great Market Seesaw and Who’s Winning
yuantalks.com/tech-crashes-b…
From Tibet’s 6.2% to Shanxi’s 0.5%: #China’s Regional #Growth Is Splitting Apart
yuantalks.com/from-tibets-6-…
Y&T Intelligence retweeted
#China Expected to Front-Load Over 3 Tn Yuan of 2027 Local Government #Bond Quota Before Year-End
yuantalks.com/china-expected…
Y&T Intelligence retweeted
Record-Low Yields, Then a Sudden Stall: Why #China’s #Bond Rally Is Losing Steam
yuantalks.com/chinas-bond-ra…
Y&T Intelligence retweeted
10 Trillion Yuan Erased in Four Months: #China’s #AI Hardware Rally Meets the Valuation Wall
yuantalks.com/10-trillion-yu…
Y&T Intelligence retweeted
Capital Enters A-Shares Through Broad-Based ETFs Amid Correction, CSI 300 and STAR/ChiNext Boards Favored
yuantalks.com/net-inflows-in…
#Tech Crashes, #Banks Break Records: The Great Market Seesaw and Who’s Winning
yuantalks.com/tech-crashes-b…
10 Trillion Yuan Erased in Four Months: #China’s #AI Hardware Rally Meets the Valuation Wall
yuantalks.com/10-trillion-yu…
Record-Low Yields, Then a Sudden Stall: Why #China’s #Bond Rally Is Losing Steam
yuantalks.com/chinas-bond-ra…
3Q26 #China A-Share Scorecard: Electronics and Nonferrous Lead Breadth of Growth; Cyclicals, Gold and Select Tech Leaders Fade
yuantalks.com/3q26-a-share-s…
China #Evergrande Liquidators Recover Just About 1% of Offshore Claims; PAG Talks, PwC Ruling and First Distribution Loom
yuantalks.com/china-evergran…
Y&T Intelligence retweeted
#Apple #iPhone Duo Screen Failures May Stem from Hinge, Foxconn Source Says Production Unaffected
yuantalks.com/iphone-duo-scr…
Apple’s #iPhone Duo Draws Wave of Quality and Ecosystem Complaints, Resale Premium Collapses
yuantalks.com/apples-iphone-…
Capital Enters A-Shares Through Broad-Based ETFs Amid Correction, CSI 300 and STAR/ChiNext Boards Favored
yuantalks.com/net-inflows-in…