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China August industrial output rises 5.2%; retail sales stay soft

Reuters (15 Sep 2026) reports China’s industrial output grew 5.2% year on year in August, up from 4.5% in July and above a Reuters poll median of 4.8% (42 analysts), according to National Bureau of Statistics data. Retail sales rose only 0.4%, slowing from 0.6% in July and below the 0.8% consensus. Fixed-asset investment fell 7.2% in the first eight months, matching forecasts after a 6.7% decline through July.

Reuters (15 Sep 2026) reports China’s industrial output grew 5.2% year on year in August, quickening from a 4.5% increase in July and above a Reuters poll median of 4.8% among 42 analysts, according to National Bureau of Statistics data released Tuesday.

Retail sales, a gauge of consumer activity, rose 0.4%, slowing from a 0.6% gain in July and missing the 0.8% consensus. Fixed-asset investment declined 7.2% in the first eight months, matching the forecast and compared with a 6.7% drop through July.

Source: Reuters

Topics

  • manufacturing
  • industrial-output
  • china
  • demand

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US and China advance talks on reciprocal tariff cuts near $30bn each

Reporting dated 15 Sep 2026 (Business Times reprinting Bloomberg) says Washington and Beijing are discussing reciprocal tariff cuts on roughly USD 30 billion of goods on each side, including US agriculture and energy exports and lower duties on some Chinese manufacturing inputs. China’s Commerce Ministry earlier (10 Sep, Xinhua) confirmed consultations on that framework, aiming for early implementation ahead of an expected Trump-Xi meeting around 24 Sep. No final product list or effective date h

Transpacific ocean rates firm while Asia–Europe softens ahead of Golden Week

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Golden Week 2026: Mid-Autumn plus National Day squeezes late-September sailings

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China port congestion may keep ships full through Golden Week

Trans.info (10 Sep 2026), citing Linerlytica’s 8 Sep Market Pulse, reports more than 4 million TEU of containership capacity absorbed by port congestion, with waits of up to 12 days at Shanghai and Ningbo. Kuehne+Nagel data as of 8 Sep showed a 7-day average wait of 4.72 days at Shanghai (some Waigaoqiao terminals over nine days) and 3.58 days at Ningbo. Linerlytica expects the export backlog to keep vessels fully utilized even through Golden Week (1–7 Oct), when demand usually falls and carrier

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