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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March 2026

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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