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Why China's deleveraging strategy is struggling
Our briefing on essential developments in China’s economic discussion as of 26 January, 2026.
Jan 26
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CBaN Editor
3
2
How China hopes to escape a liquidity trap using central bank credit guidance
As well as engineer a recovery in asset prices to enhance monetary policy effectiveness.
Jan 21
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CBaN Editor
5
1
1
Why China believes it will win the global AI race
State control of financial capital and evolving factor endowments are seen as the keys to eventual victory.
Jan 15
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CBaN Editor
8
1
1
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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
52
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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
14
4
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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
2
China's central bank could hold off on monetary loosening thanks to rising consumption
Apr 22, 2025
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CBaN Editor
10
4
Why the Chinese central bank timed its monetary policy shot for May
May 13, 2025
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CBaN Editor
10
4
Digital Renminbi viewed as "strategic weapon" for accelerating downfall of US dollar hegemony
May 9, 2025
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CBaN Editor
9
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Latest
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Discussions
China's central bank more talk than action on monetary policy
Top Chinese economists expect only moderate rate cuts this year despite Beijing's bold language.
Jan 9
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CBaN Editor
6
1
Five Bold Predictions for the Fate of China's Economy in 2026
Deficit ratio could rise to 8.5% as expansionary fiscal policy continues.
Jan 7
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CBaN Editor
10
2
2
Why China’s central bank scuppered plans for its biggest monetary stimulus since the GFC
Chinese households still loathe to borrow due to pandemic hangover and property slump
Dec 30, 2025
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CBaN Editor
6
2
1
China needs to strategically revalue the renminbi to achieve global tech and monetary dominance: Lian Ping
Appreciation of the Chinese currency viewed as economically inevitable.
Dec 18, 2025
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CBaN Editor
12
3
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China's government debt set to grow by a trillion dollars in 2026
What the Communist Party has in store for China’s monetary and fiscal policy in 2026.
Dec 11, 2025
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CBaN Editor
8
2
4
Top Chinese deficit hawk sounds alarm over debt crisis
Beijing's quest for developed economy status set to drive fiscal expansion for a decade.
Dec 4, 2025
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CBaN Editor
7
2
Beijing orders China's banks to lend to debt-burdened state-owned entities
The goal is to boost China's economy with an influx of funds for small businesses.
Nov 27, 2025
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CBaN Editor
16
3
3
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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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