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Why top investors choose CEIC
Pinpoint sector rotation triggers
Use timely indicators like sector PMI and granular industry data to anticipate inflection points in China’s growth cycle and pivot between cyclical and defensive sectors with confidence.
Act quickly on demand shifts
Quickly analyze domestic consumption and manufacturing strength with data on vehicle sales, retail spending and tourism – guiding more targeted sector allocation
Seize liquidity-driven opportunities
Monitor credit growth, interbank rates, and shadow-banking flows at high frequency to dynamically adjust exposure between equities and bonds
Foresee changes in industrial growth
Track proxies such as freight volumes, equipment registrations and construction activity to signal surges in infrastructure, energy, and materials.
Time policy-sensitive sector entries
Leverage insights from fiscal spending, local government financing (LGFV issuance) and credit sentiment to identify attractive entry points in real estate, infrastructure, and new energy sectors.