30 Sep 2026 00:21:24 ET │ 10 pages Vi e w p o i n t | September's PMIs suggest that the Chinese economy may be finding a cyclical bottom. Manufacturing and non-manufacturing PMIs have both returned to expansion in September, with the strongest gains concentrated in production and construction. With incremental fiscal and monetary support taking effect, we expect policymakers to remain in execution mode. We remain cautious about the prospect of a pivot toward domestic demand. The PBoC appears likely to keep ...

Three quick highlights from China: 4 October 2026 | 10:50PM HKT Economics Research China: Three things in China 44 46 48 50 52 54 56 58 44 46 48 50 52 54 56 58 2019 2020 2021 2022 2023 2024 2025 2026 China PMIs NBS Manufacturing PMI NBS Services PMI RatingDog Manufacturing PMI RatingDog Services PMI Index Index Source: Haver Analytics, Goldman Sachs Global Investment Research n China Q3 GDP tracking 4.2% yoy: We recently introduced a China GDP nowcasting model that tracks quarterly real GDP growth as variou ...