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Edition of Sunday, 1 November 2026English edition
The Geopolitician

Country risk, from the local press

China · Country watch

China-Peru FTA Upgraded, Shanghai Housing Surge

The upgraded China-Peru FTA takes effect, and Shanghai's housing market shows signs of recovery, impacting trade and real estate sectors.

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Business conditions in China are improving with the upgraded China-Peru FTA enhancing trade opportunities and Shanghai's housing market showing recovery signs. Regulatory discussions aim to stabilize the stock market.

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In this briefing People's Bank of China · National Financial Regulator · China stock market · Shanghai · Shanghai housing market · China · Peru · China–Peru Free Trade Agreement

Regulation

  • Finance

PBOC and regulators to meet on stock market measures

Head office building of the People's Bank of China, Financial Street, Beijing
Head office building of the People's Bank of China, Financial Street, Beijing — Boubloub, CC0 via Wikimedia Commons

The People's Bank of China (PBOC) and the National Financial Regulator are set to meet with major banks on Monday to discuss measures to stabilize the stock market, reports South China Morning Post Business. This follows a significant sell-off in October, raising concerns over market stability. The meeting aims to address these concerns and implement strategies to bolster investor confidence.

Impact Financial institutions and investors in China's stock market face potential regulatory interventions aimed at stabilizing market conditions.

Sources: South China Morning Post Business ↗

Markets

Shanghai's October housing market rebounds

Huangpu Park is the name of the triangular stretch of green at the northern end of the Bund in Shanghai, the oldest and smallest park of the
Huangpu Park is the name of the triangular stretch of green at the northern end of the Bund in Shanghai, the oldest and smallest park of the — xiquinhosilva, CC BY 2.0 via Wikimedia Commons

Shanghai's secondary housing market showed signs of recovery in October, with a 33% year-on-year increase in online signed contracts, according to ChinaNews.com. This growth suggests a stabilization and warming of the market, following a period of decline. The uptick in transactions indicates renewed buyer interest and confidence in the city's real estate sector.

Impact Real estate investors and developers in Shanghai benefit from increased housing market activity and buyer confidence.

Sources: ChinaNews.com ↗

Trade

  • Manufacturing

Upgraded China-Peru FTA takes effect

The upgraded free trade agreement (FTA) between China and Peru officially came into effect on Sunday, according to CGTN Business. The protocol aims to enhance bilateral economic and trade relations by reducing tariffs and improving market access for goods and services. The agreement is expected to boost trade volumes and strengthen ties between the two countries, providing new opportunities for exporters and manufacturers in both nations.

Impact Exporters and manufacturers in China and Peru gain improved market access and reduced tariffs under the upgraded FTA.

Sources: CGTN Business ↗

Nothing significant reported today in Disruption · Internal tension · Safety & health · Companies · Politics.

Also today in the local press

Sources in this briefing

Sources: each headline links to the original article on the publisher's site.

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