China monetary policy

Latest news and analysis on China monetary policy

Macro

Chart of the Week - China Turns to Stimulus

China Stimulus: This week the People’s Bank of China (PBOC) cut their benchmark monetary policy interest rate by 5 basis points to 3.65% (and reduced the 5-year...
Callum Thomas
Topdown Charts
Education

China remains a high value target zone

The recent wave of regulatory reform in China has been highly visible, resulting in a knee-jerk reaction among investors, some of whom are questioning the viability of...
Will Deer
Pengana Capital Group
Fixed Income

Chinese monetary policy: Does ignoring the established norms signal the way to create higher inflation?

While the conduct of monetary policy in China is converging on what are established norms in advanced countries, in many ways it is still quite different. It is these...
Clive Smith
Russell Investments

China, Cycles, and Copper

Callum Thomas
Topdown Charts

China mired in slow growth, major FX move unlikely

Paul Hennessy
Capital Group