29 Apr 2022
Trivium Markets keeps you briefed on the latest developments in China markets policy.
This Golden Week lost its luster before it even began.
So pack away any hopes that tourism and holiday spending over the Labor Day break will shore up economic growth.
On Thursday, the Ministry of Transport dropped a depressing forecast for the five-day holiday (The Paper):
Passenger journ...
April 26, 2024
China’s top financial regulators want greater oversight of the financial system. On Thursday, the Central Financial Commission (CFC) and Central Financial Work Commission (CFWC) – Party organizations created last year to oversee financial policy – published a joint essay. Their… Read More »
April 26, 2024
One of China's top economic advisors says income redistribution is needed to limit the economic fallout from population decline. In a recent op-ed, Cai Fang – a former central bank (PBoC) monetary policy committee member and a demographer (see our… Read More »
April 26, 2024
Shenzhen is the first top-tier city to implement a housing trade-in program. Some context: Officials view home "upgrades" – i.e. moving to bigger, better apartments – as a way to bolster home sales. But supply has outpaced demand in the… Read More »