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.
10.26
·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.
10.15
·Reported
·Importance II
·Sources 1
·Bangkok
On October 15, according to a Reuters report, IMF Asia-Pacific Department Head Srinivasan stated in Bangkok that China's economic growth still mainly relies on external demand, the scale of fiscal stimulus is limited, and the real estate crisis has dragged on too long, calling on the government to boost household confidence and improve the social security system.
10.14
·Verified
·Importance III
·Sources 1
·China
A homebuyer recounts that after purchasing a home in 2020, a drop in income forced them to suspend mortgage payments for 12 months, now facing court-ordered forced auction and massive losses.
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
·Official claim
·Importance III
·Sources 1
·Hong Kong
On October 8, Hong Kong's Buildings Department confirmed that in a Starter Homes for Hong Kong Residents scheme project developed by CK Asset Holdings in collaboration with the HKSAR government, six residential towers had rebar configurations that deviated from the drawings, requiring remedial work or demolition and reconstruction.
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.
10.08
·Reported
·Importance II
·Sources 1
·Changchun, Jilin
On October 8, several contractors at the Yuanda SOHO development in Changchun, Jilin Province, staged a banner protest at the entrance of the property's marketing center, demanding payment, as the developer, Changchun Yuanda Real Estate Development Co., Ltd., still owed construction funds two years after the handover of the units.
10.04
·Official claim
·Importance III
·Sources 1
·Hong Kong
On October 4, the Hong Kong Buildings Department confirmed in a notice that the rebar configuration of some floor slabs and beams at the luxury development ONE STANLEY did not match the approved drawings.
09.30
·Reported
·Importance III
·Sources 1
·China
On September 30, the International Monetary Fund (IMF) published a new book, "Toward a New Growth Model for the Chinese Economy," on its official website, pointing out that linking local officials' performance evaluation to GDP targets has led to infrastructure expansion, land-sale financing, and the accumulation of local government financing vehicle (LGFV) debt. LGFV cash flows can cover only about one-quarter to one-third of interest payments. The book recommends improving social security, advancing household registration (hukou) reform, and increasing the progressivity of the tax system.