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Everything you need to know about the Chinese Politburo’s economic response to the War in Iran
Beijing wants more structurally optimised fiscal spending and targeted monetary policy.
May 11
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CBaN Editor
9
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China's fiscal spending "will only increase" in future...
The overseas expansion of Chinese companies is driving renminbi internationalisation; asset quality of China's commercial banks remains under pressure…
Apr 24
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CBaN Editor
10
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How China could use the War in Iran to crush deflationary inertia
ICBC economist Cheng Shi wants Chinese fiscal policy to prolong the economic impact of the oil price shock.
Apr 15
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CBaN Editor
7
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Chinese economists recruit Ray Dalio and MMT in their battle over deficit spending
Aug 14, 2025
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CBaN Editor
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The six-point plan to save China's economy from "landslide" decline
Oct 9, 2025
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CBaN Editor
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The future of China's economy hinges on industrial policy and private enterprise: Huang Yiping
May 2, 2025
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CBaN Editor
9
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China's central bank could hold off on monetary loosening thanks to rising consumption
Apr 22, 2025
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CBaN Editor
10
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Why the Chinese central bank timed its monetary policy shot for May
May 13, 2025
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CBaN Editor
10
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Digital Renminbi viewed as "strategic weapon" for accelerating downfall of US dollar hegemony
May 9, 2025
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CBaN Editor
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Has the War in Iran transformed China into the world’s top safe-haven investment destination?
Energy security, supply chain resilience and strong policy continuity seen as enhancing the lustre of Chinese assets.
Apr 8
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CBaN Editor
7
1
Has China’s era of credit-binge fuelled GDP growth come to an end?
Or has Chinese credit supply really been "rational" all along?
Mar 27
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CBaN Editor
7
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China’s provinces asked to bail out risk-fraught regional banks
Local government debt and state control of credit could rise once again as a consequence.
Mar 20
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CBaN Editor
8
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The macroeconomic policy implications of China's 2026 Two Sessions
The expansion of domestic demand and achieving scientific and technological sovereignty are Beijing's top economic priorities.
Mar 10
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CBaN Editor
10
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Zero interest rates seen as not a problem for China, thanks to Abenomics and Bernanke
China’s top economists debate fiscal vs. monetary policy
Mar 2
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CBaN Editor
7
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The Mystery of China's 15 Years of Deflation
Why the Chinese economy continues to defy Milton Friedman's predictions.
Feb 12
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CBaN Editor
21
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Why China wants to avoid global monetary hegemony
While still seeking international reserve currency status for the renminbi.
Feb 3
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CBaN Editor
22
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5
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China Banking News
Critical intelligence on China's economy read by the world's leading hedge fund managers and global macro investors.
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