Logo 09 Jul 2025

Regulators reportedly considering doubling southbound Bond Connect investment cap

Subscribe to keep reading.

Trivium Markets keeps you briefed on the latest developments in China markets policy.

Try it free

Already a subscriber? Log in.

Regulators are reportedly considering doubling the annual quota for mainland investment in Hong Kong’s bond markets.
According to Bloomberg, officials have held “early talks” on raising the cap for southbound Bond Connect flows to a net RMB 1 trillion per year.
Some context: Under the Bond Connect, ...



More recent developments

Logo July 9, 2025
Deflationary pressures loom large in June price data

Consumer prices eked out modest growth in June – but deflationary pressures persist. Per data released by the stats bureau (NBS) on Wednesday: The consumer price index (CPI) grew 0.1% y/y, reversing May’s 0.1% decline The producer price index (PPI)… Read More »

Logo July 9, 2025
Beijing adds eight Taiwanese firms to dual-use export control list

On Wednesday, China's commerce ministry (MofCom) announced the addition of eight Taiwanese companies to its list of entities banned from receiving dual-use goods from mainland suppliers, effective immediately. This marks the first time that Taiwanese firms have been added to… Read More »

Logo July 8, 2025
China significantly expands state nickel reserves

China has reportedly added up to 100,000 metric tons of high purity "Class 1" nickel to state reserves this year (FT). State reserve volumes are a secret, but credible estimates previously put nickel reserves at 60,000 to 100,000 tons. Meanwhile,… Read More »