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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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 • CBaN Editor

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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 • CBaN Editor

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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 • CBaN Editor

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November 2025

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 • CBaN Editor

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