China's Commitment to Low Yields Challenges Bond Market

Reported 1 day ago

China's $11 trillion government bond market is navigating uncertain waters as recent monetary policy commitments from the Politburo signal a strong push for easing, leading to historically low yields. The yield on 10-year bonds has dropped to 1.77%, raising concerns of potential yields falling below those in Japan. Experts suggest that without addressing underlying structural issues, the risk of yields approaching zero could become a reality. As the central bank prepares for significant rate cuts next year, market analysts draw parallels to Japan's past, indicating a potential 'Japanification' of China's bond market.

Source: YAHOO

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