11.06
·Reported
·Importance III
·Sources 1
·China
A report released by Bloomberg Economics on November 6 stated that if the Democratic Party slows down AI investment and data center construction after a major victory in the U.S. midterm elections, China's growth, which relies on AI hardware exports, will be hit. Net exports contributed nearly 40% of China's economic growth in the third quarter, and chips and computer products accounted for 40% of the year-on-year increase in exports in the first nine months.
11.06
·Reported
·Importance II
·Sources 1
·Tokyo, Japan
At the Bu Ming Bai Festival held in Tokyo, the Bu Ming Bai Podcast invited Professor Xu Chenggang to discuss the institutional logic behind China's economic growth and recession, as well as how ordinary people can cope, using his book 'The Institutional Genes' as a starting point.
10.28
·Reported
·Importance II
·Sources 1
·Hong Kong
On October 28, Pop Mart submitted a performance update to the Hong Kong Stock Exchange, showing a 45% to 50% year-on-year decline in Q3 sales. Specifically, the Americas market dropped by 70% to 75%, and mainland China saw a decline of 25% to 30%. Since its peak in August 2025, the stock price has fallen by more than half, with a market capitalization of approximately $22 billion.
10.26
·Reported
·Importance III
·Sources 1
·China
On October 26, Bloomberg reported on a Morgan Stanley study saying that the Chinese stock market may not have bottomed out yet, and that offshore Chinese stocks could fall another 10%–15% before approaching historically low valuations, with weak economic consumption, pressure on e-commerce, and fears of tax-triggered selling of trusts intensifying the adjustment.
10.25
·Reported
·Importance III
·Sources 1
·China
Bloomberg reported on October 25 that China's stock market has shrunk by about $3.5 trillion from its high earlier this year in May, with the CSI 300 index falling into a bear market the previous week, as weak consumption and price wars squeeze corporate profits.
10.13
·Reported
·Importance III
·Sources 1
·China
On October 13, the IMF released its latest World Economic Outlook, raising Taiwan's 2026 growth forecast from 5.2% in April to 10.7%, while lowering the mainland's forecast by 0.1 percentage points to 4.5%; Taiwan's growth is mainly driven by demand for AI and advanced chips.
10.11
·Reported
·Importance IV
·Sources 1
·China
According to a report by the Financial Times, China's economic growth in the second quarter fell to 4.3%, below the full-year target range of 4.5% to 5%. Retail sales and fixed-asset investment were weak, and the property market has been in a downturn for more than five years.
10.11
·Reported
·Importance III
·Sources 1
·China
Srinivasan, head of the International Monetary Fund's Asia Department, noted that China's growth model of relying on investment, manufacturing and exports is approaching its limits, and suggested improving the social security system, adjusting local government incentives and the land-finance model, warning that otherwise the country could fall into a prolonged slowdown.
10.11
·Reported
·Importance III
·Sources 1
·China
Research by the Conference Board shows that interest payments on the debt of China's central and local governments are expected to reach 1.4 trillion yuan in 2026, far exceeding the roughly 348 billion yuan in 2014; central government debt service is projected to rise to 19.2% of the general public budget.
10.08
·Reported
·Importance IV
·Sources 1
·China
On October 8, The Wall Street Journal reported that, facing difficulties such as the real estate downturn, insufficient domestic demand, and second-quarter GDP growth slowing to 4.3%, the stimulus measures introduced by the Chinese government — including mortgage subsidies and capital injections into banks — lean toward caution and are unlikely to fundamentally reverse the economic weakness.
10.07
·Reported
·Importance II
·Sources 1
·China
The topic “The whole nation enters an era of purely getting by” trended on hot search in August, with netizens discussing reduced desire to consume, cutting back on social spending and spending driven by keeping up with others; during the National Day holiday, netizens observed that people generally only browsed without buying.
10.03
·Reported
·Importance II
·Sources 1
·China
On October 3, a blogger working in the culture and tourism industry lamented that people have entered an "era of pure living", cutting back wherever possible on consumption that brings them pleasure, that he himself is also downgrading his consumption, and said he does not have much confidence in business next year.
10.02
·Reported
·Importance III
·Sources 1
·China
On October 2, hairy crab markets in various regions saw severe unsold inventory and a full-blown collapse, with buyers one after another halting purchases. Prices fell from their highs and kept sliding, reflecting people tightening their belts and trading down in consumption.
10.01
·Reported
·Importance II
·Sources 1
·Shangrao, Jiangxi
On October 1, 2026, the blogger went to Wangxian Valley in Shangrao, Jiangxi, and found that the well-known influencer scenic spot had few visitors during the National Day holiday, reflecting the phenomenon that the peak tourism season is not booming.
2026.10
·Reported
·Importance II
·Sources 1
·China
Tmall's Double 11 sales began on October 20, significantly earlier than in previous years, in an attempt to boost sales by extending the campaign period. However, platforms have changed their statistical methods to mask the downward trend in daily GMV.