Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Bond Yields Are Falling While Stocks Struggle
China's ten-year government bond yield just hit a 22-year low, trading below 1.9 percent as of early June 2026. In this episode, Lucas and Luna unpack why yields are compressing even as Chinese equities stumble — the iShares China Large-Cap ETF, FXI, fell 1.7 percent in the last five days. They trace the disconnect to three forces: a structural savings glut from aging demographics, forced buying by insurers under new regulatory capital rules, and a cautious People's Bank of China that's keeping policy loose to support a fragile property recovery. The hosts also examine what…
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