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 • CBaN Editor

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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 • CBaN Editor

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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 • CBaN Editor

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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 • CBaN Editor

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February 2026

The Mystery of China's 15 Years of Deflation

Why the Chinese economy continues to defy Milton Friedman's predictions.

Feb 12 • CBaN Editor

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Why China wants to avoid global monetary hegemony

While still seeking international reserve currency status for the renminbi.

Feb 3 • CBaN Editor

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January 2026

Why China's deleveraging strategy is struggling

Our briefing on essential developments in China’s economic discussion as of 26 January, 2026.

Jan 26 • CBaN Editor

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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 • CBaN Editor

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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 • CBaN Editor

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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 • CBaN Editor

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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 • CBaN Editor

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December 2025

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 • CBaN Editor

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