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China cuts interest rates

China has announced an asymmetric interest rate cut, a move which reflects the increasingly supportive policy stance being taken by Beijing, but which is likely to have negative implications for banks.

21 November 2014

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

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