China announces additional fiscal stimulus for 2026

Friday, December 12, 2025 at 06:30 UTC+01:00 (+0100), China, Beijing

News category : Macroeconomic Events

On December 12, 2025, China’s Ministry of Finance and senior economic planners unveiled additional fiscal stimulus measures aimed at supporting growth into 2026. The plan includes expanded issuance of special local government bonds, targeted tax relief for households, and increased funding for infrastructure and green energy projects. Officials acknowledged ongoing pressure from weak domestic demand and property-sector stress, while emphasizing the need to stabilize employment and consumption. The announcement followed earlier monetary easing measures and was interpreted as a coordinated policy response to reinforce economic momentum. The scale and timing of the stimulus carry implications for global commodity demand, regional equity markets, and investor confidence in China’s medium-term growth outlook.

Overall market impact

Strong bullish market impact - strength score : 90/100

Detailed breakdown of market impact over instruments, sectors, and asset classes

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Impacted instruments :

Chinese equities

Industrial metals

Asian indices

CNY FX

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