3 October 2026 | 3:57PM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART MXCN/CSI300 lost 1.9%/1.8% in the shortened trading week. Our US economists pushed back their rate hike forecast to Dec from Oct on softer Aug core PCE. At the State Council meeting on Sep 28, Premier Li pledged incremental measures and reaffirmed the commitment to achieve the full-year growth targets. On Sep 29, policymakers announced a combination of targeted fiscal and monetary easing measures, including a 25bp cut in the PSL ...