What the Chinese Politburo’s Latest Economic Conclave Tells Us?

China's trade surplus could take the pressure off PBOC to loosen

Aug 7 • CBaN Editor

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July 2026

The Twin Pillars of China’s Financial Transformation

How Beijing plans to use monetary policy to support Chinese stocks and bonds

Jul 31 • CBaN Editor

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China's Financial Decoupling - How Capital Markets Are Breaking Away from Bank Credit

Why the property crisis has made China's capital market liquidity far less dependent upon leverage sourced from the banking system.

Jul 10 • CBaN Editor

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A New Paradigm for Chinese Monetary Policy?

The rise of less-credit intensive growth drivers and China's capital markets could mean a shift in the central bank's triggers for monetary tightening.

Jul 2 • CBaN Editor

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June 2026

Has China's central bank made the Fed its model of emulation in Shanghai?

PBOC to provide emergency liquidity support to China's non-bank financial institutions.

Jun 18 • CBaN Editor

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Is China’s mounting trade surplus forcing the central bank to tighten up money supply?

Expectations of renminbi appreciation seen driving liquidity expansion and low interest rates.

Jun 10 • CBaN Editor

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May 2026

Why the dip in China's fiscal spending could give it the macroeconomic edge

And why Chinese deficit hawks are fixated with local government debt.

May 27 • CBaN Editor

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How China plans to avoid a Japanese-style balance sheet recession

And why monetary policy can't rescue the Chinese property market.

May 21 • CBaN Editor

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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 • CBaN Editor

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April 2026

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 • CBaN Editor

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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 • 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 • CBaN Editor

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