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State Council reiterates new monetary policy paradigm

China’s State Council has called for easier financing in the economy, but has suggested that adjustments will be made within a new monetary policy framework that eschews a broad loosening of credit, in favour of targeted measures.

20 November 2014

One Belt, One Road – broadening China’s influence

Domestic commentators debate the significance of ambitious new plans to broaden China’s influence in Asia.

20 November 2014

Shanghai-Hong Kong Connect – a slow start

Muted trading following the launch of the Shanghai-Hong Kong Connect scheme has prompted debate about the programme’s likely impact on both A-share and H-share markets.

20 November 2014

Fragile real estate and FAI recovery

Home sales and fixed-asset investment showed signs of recovery in October, but it is questionable how sustainable this will prove without a loosening in credit.

20 November 2014

October credit growth remained weak

Credit growth declined on both a MoM and a YoY basis in October, with the sum of total social financing (TSF) – the widest official measure of credit in the economy – and our estimate of underground lending falling to Rmb917.7bn in October, down 29% MoM, and 19% lower than in October 2013. 

14 November 2014

Policy paradigm to support A-share markets

A confluence of policy and reform factors, including the Shanghai-Hong Kong connect scheme, suggest an increasingly supportive environment for Chinese mainland stock markets.

14 November 2014

Something fishy about surprise A-share loss?

Surprise losses by an A-share-listed seafood producer have aroused suspicion and prompted calls for greater regulatory scrutiny of domestic-listed companies.

06 November 2014

The PBoC’s new policy paradigm

Targeted liquidity control measures and attempts to guide a portion of offshore renminbi back onshore suggest an attempt by China's central bank to create a new monetary policy framework, with implications both at home and abroad.

06 November 2014

Selected financial charts

A selection of key financial data over the past fortnight.

06 November 2014

Tentative signs of recovery

Despite a number of positive signs, most notably a rebound in home sales, it is too soon to call a wider recovery in economic growth, with restrictions on the overall supply of credit continuing to act as a brake on activity.

06 November 2014
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