28 Oct 2022
Trivium Markets keeps you briefed on the latest developments in China markets policy.
On Wednesday, South Korean memory giant SK Hynix wondered out loud whether its China-based fabs would survive the latest US export controls.
Some context: The controls, announced October 7, don’t just restrict Chinese chipmakers from getting the US equipment they need to produce advanced chips –...
May 15, 2024
China is hopping mad about the new US tariffs. ICYMI: On Tuesday, the US announced tariffs on a range of Chinese goods including NEVs, steel, aluminum, ship-to-shore cranes, and solar cells. A Ministry of Commerce spokesperson denounced the Biden administration’s… Read More »
May 15, 2024
More cities are cutting loose from the official mortgage rate floor, according to the central bank’s (PBoC) Q1 Monetary Policy Report, published Friday. The details: By the end of March, 139 out of China’s 343 cities at the prefectural level… Read More »
May 15, 2024
The central bank (PBoC) expects yields on long-dated government bonds to rise as authorities ramp up issuance. Some context: Yields on long-dated government bonds have fallen significantly this year. In Q1, the 10-year yield declined 27 bps and the 30-year… Read More »