Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Bond Market Is Decoupling From Its Stock Slump
In this episode of China Economy with Fexingo, Lucas and Luna examine a surprising divergence in Chinese markets: while the CSI 300 and Hong Kong-listed tech stocks have slid over the past two weeks, China's government bond yields have fallen to multi-year lows as investors pile into safe-haven debt. The hosts explore what this decoupling says about liquidity preferences, the People's Bank of China's monetary stance, and the broader economic outlook for May 2026. With the yuan weakening past 6.81 per dollar and trade data showing a widening surplus, the bond market is sending a…
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