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We’re proud to have concluded our China Credit Conference, held 10 and 12 December in Beijing and Shanghai. This year’s conference focused on the impact of China’s latest stimulus measures, how local governments are managing debt risks and how geopolitical dynamics will shape China’s credit environment. Over 170 attendees joined us across both sessions to hear from and engage with our analysts on these topics.
Thanks to everyone who participated! Explore our latest insights on China credit: https://mdy.link/3DA9xtW
China’s external financial assets reached a record high of $9.79 trillion by the end of June, according to recent official data.
Xinhua reported that the State Administration of Foreign Exchange revealed that external financial liabilities exceeded $6.8 trillion at the same date, resulting in net external assets of nearly $2.99 trillion.
Read more: https://lnkd.in/de9c5neh#China#Finance#Assets#Economy
This week’s market commentary discusses investor anticipation ahead of the third plenum of the 20th Communist Party of China Central Committee and its potential impact on economic policies. We also discuss the recent movements in the Chinese equity market and the implications for both domestic and foreign investors.
Read further: https://bit.ly/45GVnRK#SanctumView#SanctumWealth#WealthManagement
As China rolls out new stimulus measures, the country’s approach to debt and public spending is back in the spotlight. In the latest episode of The Investor’s Guide to China, we examine the tough choices facing policymakers and the impact of their decisions – on financial markets and beyond.
Learn more here: https://ow.ly/UFoc50TQvmHMartin DropkinTaeho Ryu#FidelitySG#China
Missed out on our last 'Renewable Carbon' themed Innovation China Event ?
✅ Well, we have a few curated - and very exclusive – presentations you can watch on our Youtube channel. Below is a contextual POV on China's economy, specially dubbed in English for our international followers.
✅ Titled "Monetary easing and fiscal expansion in the context of pro-growth policies (China)", this was presented by Mr Chen Jianheng, Managing Director of CICC's International Research Group & Fixed Income Group at our last Innovation China Conference. Mr Chen shares a macroeconomic viewpoint of China's growth and recovery trajectory, from new energy vs traditional energy, to China's real estate sector, and more.
Click to watch a 17-min video on his insights on the state of the Chinese economy.
#chinaeconomy#newenergy#economicrecovery
China’s regulatory body under the Chinese Communist Party (CPC) has issued key priorities for the financial industry. The Central Financial Commission (CFC) has laid an emphasis on the economic development of China. It has laid an emphasis on addressing the key structural challenges. Authored by Anirban Dutta for Covering China
Parent: THE GEOSTRATA#china#beijing#economy#challenges#finance#cpc#cfc#communist#banks#government
UN certified Chinese translator, certified Court Interpreter in Taiwan, technical editor, hokkien translator and interpreter, swimmer, your Chinese solution
China doesn’t dare to actually use military force against Taiwan, China can only spread rumors to scare Taiwan and the whole world that it will invade Taiwan, because such actions would harm the interests of the United States and Japan. Taiwan plays a crucial role in the technology industry’s supply chain, primarily manufacturing for major American and European brands. Moreover, the United States and Japan both rely on the shipping routes in the Taiwan Strait for transportation. Taiwan’s geographical location is very important to both the United States and Japan, so neither country would allow China to take over Taiwan.
Political Officer @ Embassy of Canada | Ambassade du Canada 🇨🇦 | Foreign & Security Policy Analysis
#GeopoliticalRisk
According to UK-based Oxford Analytica, the majority of reserve managers anticipate that geopolitical risk will significantly impact their investment strategies over the next 5 to 10 years. For instance, financial planning may play a crucial role in navigating potential conflicts between China and #Taiwan. In a scenario where the situation deteriorates, China's substantial reserves could be at risk of being frozen, prompting Beijing to potentially retaliate by freezing foreign direct and portfolio investments within China and/or suspending payments on its foreign-currency debt obligations.
Understanding #geopolitics is key to navigate international economic and financial waters.
China’s Politburo shifted the monetary-policy stance from “prudent” to “moderately loose,” a stance last adopted in 2008. Bond markets responded by pricing in more interest-rate cuts to come.
While China’s fiscal policy may command most of the attention, there is a good case for bringing borrowing costs down in order to right the economic ship. For our analysis of the Politburo meeting and the annual Central Economic Work Conference, see: https://lnkd.in/gGywPdkM#china#economy#asia#markets
Interesting and informative webinar on the macroeconomic development in China. Get information from our on-site investment specialists and register now!
The recent market rebound makes investors wonder what to expect from China, register to the webinar to hear our in-depth take about all the latest macro and policy insights: https://lnkd.in/dnraX4Tj
capital@risk
#Fidelity#China#investing#BE
10 Oct, 2024, CSPI Ratings held a live webinar (in English) : “Rating Action: CSPI Ratings Assigned ‘AA’ Rating to Two EUR Denominated Bonds of China Central Government”. This webinar held on Zoom recently drew over a hundred participants from various countries and regions within the capital markets. Please click the linkage below if you wish to watch the reply.
YouTube : https://lnkd.in/edZJiKcR
Main Points:
“AA” rating denotes expectations of very low default risk. China has very strong capacity to fulfill its financial commitments and such capacity has no significant vulnerability to any foreseeable event.
-China's debt structure is mainly domestic with ample external liquidity. The central government has leverage to reshape internal debt, reducing risks.
-China shows economic resilience during its transition phase, fostering new growth engines for long-term transformation.
-China retains a strong external position in trade and manufacturing.
-China‘s efficient policy decisions will effectively balance short-term growth and long-term development.
#China#CreditRating#CSPIRatings#LarissaWu#Webinar
