9 October 2026 | 7:25PM HKT Economics Research China Economic Activity and Policy Tracker: Oct 9 In this note, we update four sets of high-frequency indicators that we track: 1) consumption and mobility; 2) production and investment; 3) other macro activity; and 4) markets and policy. To track closely the impact of higher energy price supply shock on Chinese economic activity, we now publish our tracker on a weekly basis. Chelsea Song +852-2978-0106 | chelsea.song@gs.com Goldman Sachs (Asia) L.L.C. 1) Consu ...

11 October 2026 | 1:49PM HKT Economics Research China: MOF approves an additional RMB550bn bond issuance quota to ensure full-year growth target is reached Bottom line: Following the 28 September State Council meeting and credit easing measures announced on 29 September, the Ministry of Finance (MOF) recently approved an additional RMB550bn local government bond issuance quota using those quotas carried over from previous years, in line with our expectations. We expect government bond issuance and the deplo ...