China

In the World 14th May 2026

Focus of Trump-Xi Jinping meeting in Beijing lies between concrete positive agreements and fears that differences between world’s two major powers will intensify

Report by Renta 4 European markets open higher (Eurostoxx futures up 0.6%, S&P futures up 0.4%, Nasdaq futures up 0.4%), with Brent futures up 0.5% and all eyes on the long-awaited Trump-Xi Jinping meeting in Beijing, which begins today and will run until tomorrow. Regarding this meeting (postponed from its originally scheduled date at the end of March due to the outbreak of war in Iran), the focus of interest…

In the World 17th April 2026

China’s GDP grows 5% year-on-year in Q1 2026, largest increase in last three quarters

Link Securities | According to data from the National Bureau of Statistics (NBS), China’s Gross Domestic Product (GDP) grew by 5.0% year-on-year in Q1 2026, accelerating from the 4.5% growth recorded in Q4 2025 and exceeding analysts’ forecasts of 4.8% growth. This figure represents the largest year-on-year increase in the last three quarters as the Chinese government braces for the potential impact of the war in Iran. So far, the…

In the World 13th April 2026

Total vehicle sales in China fall 0.6% year-on-year in March to 2.899 million units, down 15.2% in February

Link Securities | The China Association of Automobile Manufacturers (CAAM) reported that total vehicle sales in China fell by 0.6% year-on-year in March (down 15.2% in February), reaching 2.899 million units. It should be noted that February sales plummeted as volumes were affected by the significant reduction in working days, since the Lunar New Year holidays fell in February this year rather than January last year. It is also worth…

In the World 16th March 2026

Chinese industrial production rises 6.3% in January and February, exceeding 5% forecast and December’s 5.2%

Link Securities | The Chinese government has released certain economic figures for the January–February 2026 period: Thus, industrial production rose by 6.3% year-on-year in the two-month period of January and February, exceeding the 5% consensus forecast by analysts and the 5.2% recorded in December. Industrial robots, smartphones and integrated circuits stood out in this figure. Production of personal computers, solar panels and steel fell, whilst passenger vehicle production contracted by…

In the World 10th March 2026

China diverting exports to other markets despite US tariffs

Bankinter | The trade balance in the first two months of the year totalled $213.6 billion, compared to the expected $179.6 billion and the previous $169.21 billion. Exports rose 21.8% in the period, compared to an expected 7.1% and 6.6% in December. Imports rose 19.8%, compared to an expected 7.0% and 0.0% previously. Bankinter analysis team’s view: Exports accelerated in the first two months of the year, driven by demand…

In the World 5th March 2026

Positive reading from China’s private activity register, although official figures show slight deterioration

Bankinter | Positive activity data in February, deepening in the expansion zone (>50). RatingDog Composite PMI: 51.6 against 51.3 previously; RatingDog Services PMI: 56.7 against 52.3 expected and 52.3 previously. RatingDog Manufacturing PMI: 52.1 against 50.1 expected and 50.3 previously. Bankinter analysis team’s view: Positive reading of the private activity register (RatingDog), although it contrasts with the official figures also released on Wednesday, which show a slight deterioration: Manufacturing PMI…

In Spain 18th February 2026

Chinese New Year 2026: Spain surpasses other European destinations in attracting Chinese travellers with high purchasing power

Alphavalue/ Divacons | Observations during Chinese New Year 2026 suggest that Spain, especially Madrid, has surpassed other European destinations such as France in attracting Chinese travellers with high purchasing power. The strong presence of the ‘Chinese New Year’ brand in key areas such as Gran Vía and the official events at Barajas Airport reflect a deliberate strategy to position Spain as China’s main gateway to Europe, supported by a sharp…

In the World 12th February 2026

Deflationary pressure increases in January in China, CPI moderates to 0.2% year-on-year against 0.8% previously

Bankinter | The CPI in China moderates to 0.2% year-on-year against 0.4% expected and 0.8% previously, while Industrial Prices accelerated to negative 1.4% against -1.5% expected and -1.9% previously. Analysis team’s view: Negative impact. Inflation moderates more than expected, although it is distorted by a base effect comparing January 2025, when Chinese New Year was celebrated, versus January 2026, when there was no such holiday as this year it begins…

In the World 21st January 2026

PBoC keeps 1-year and 5-year rates unchanged at record lows for eighth consecutive month

Link Securities | The People’s Bank of China (PBoC) kept its benchmark interest rates at record lows for the eighth consecutive month early this morning, in line with market forecasts, after previous reductions in the central bank’s lending and rediscount rates took effect. Last Thursday, the PBoC announced cuts in sector-specific interest rates of 25 basis points, effective 19 January, to provide an initial boost to the economy in the…

In the World 16th January 2026

China bans use of cybersecurity products from American and Israeli companies for national security reasons

Bankinter | Chinese authorities ban the use of cybersecurity products from American and Israeli companies for national security reasons. Among the names mentioned are Palo Alto, Fortinet, CrowdStrike, SentinelOne, CyberArk and even companies such as VMWare (acquired by Broadcom), Mandiant and Wizz (acquired by Alphabet) and Orca Security and Cato Networks (acquired by Thales). Bankinter analysis team’s view: This is a further step by the Chinese authorities to protect local…

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