September 24, 2026 03:55 PM GMT China is at the center of two market debates: Will Beijing implement another round of mini stimulus in light of weakening domestic demand, and how far can RMB strengthen? | | | China Musings | Asia Pacific 9.24 Two Years On: What's Next? Two years after the 9.24 pivot, we anticipate Beijing will provide targeted mortgage subsidies and faster renewable infrastructure capex to defend the growth floor, but this will likely be insufficient to break the self-reinforcing deleveragi ...

September 24, 2026 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Declines on Lower Turnover MSASI declined with lower turnover as pre-holiday caution weighed on sentiment. We maintain our cautious stance on China equities and early September index targets, as softer macro momentum and a less-supportive liquidity and flow backdrop continue to constrain index-level upside. A-share investor sentiment decreased marginally vs. the previous cycle: Weighted MSASI decreased by 9ppt as of Septe ...

Xiangrong Yu AC +852-2501-2754 xiangrong.yu@citi.com Vi e w p o i n t | 14 Oct 2026 11:05:36 ET │ 10 pages China Economics More Hints of Investment Stabilization from Credit Data? CITI'S TAKE New credit stabilization in September after the summer slowdown. New credit details reinforce our view that an investment-led cyclical stabilization is underway, with a pickup in entrusted loans and corporate long-term loans following earlier PMI and PPI prints. A full reversal of fiscal austerity has likely not materi ...