08 Nov 2023
Trivium Markets keeps you briefed on the latest developments in China markets policy.
Beijing's on a mission to better capture the benefits of China's rare earth element (REE) industry dominance.
The latest: At the November 3 State Council executive meeting, Premier Li Qiang reaffirmed Beijing's REE strategy.
Consolidate production (to concentrate assets and reduce unit costs...
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 »