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Balance Of Payments

Balance Of Payments

China’s monetary policy shift

Recent targeted moves to boost base money supply suggest that China’s central bank is set on managing liquidity through direct measures aimed at specific sectors of the economy, rather than previously used market-wide injection tools such as rate cuts or RRR hikes

03 July 2014

Financial reform hit as "China sub-prime" concerns grow

Concerns over financial fragility, mixed with a conservative political atmosphere ahead of the 2012 political succession is hitting the pace of financial reform.

22 September 2011

How much will the renminbi appreciate?

Growing US and EU pressure on Beijing to allow the renminbi to appreciate has generated a surge of comment in China.

07 October 2010

Jing Ulrich, JPMorgan: China’s US Treasury Holdings Register Largest Monthly Decline Since 2000

According to the latest Treasury International Capital (TIC) data, China was a net seller of US Treasuries in December, cutting its holdings by $34.2bn (4.3%) to $755.4bn. China’s share of total outstanding short and long-term US Treasury securities among foreign holders declined to 20.9% in December, from 23% at mid-2009. With China’s total holdings retreating to the lowest level since February 2009, Japan has regained the mantle as the largest foreign investor in US Treasury securities, with $768.8 billion in US sovereign debt in December or 21.3% of total foreign holdings of US Treasury securities.

23 February 2010

Balancing inflation, overcapacity and asset bubbles. Is that all?

Peering into our crystal balls for 2010, things appear bleak or complex, but there are at least some silver linings.

23 December 2009

China puts faith in Asian trade

Growth in trade with Asia and "newly rising" economies will take centre stage for China’s trade policy in 2010 and beyond.

26 November 2009

Is renminbi appreciation really on the cards?

Recent comments by China’s central bank that the renminbi has some room for adjustment have sparked another round of debate internationally about the need for appreciation. But what do China’s economists think?

26 November 2009

Renminbi internationalisation – The master plan

China is accelerating its moves to internationalise the renminbi currency. However, control rather than liberalisation is the animating energy behind the plan.

17 September 2009

Following the hot money

Is the hot money that flowed into China in Q2 ready to depart now that the US economy shows signs of recovery?

17 September 2009

When is a loan not a loan?

Official statistics show that Rmb 4,580bn was lent out in the first quarter of this year – that’s over 90% of all loans extended last year and almost as much as the Rmb 5,000 lending target set for 2009. So where did all the money go?

17 April 2009

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