
Why China is pumping capital into its biggest banks
Creating balance sheet capacity for “more proactive fiscal policy” is set to be the key.
Latest headlines from China Banking News, covering world, with clear attribution and direct links to the original publisher.

Creating balance sheet capacity for “more proactive fiscal policy” is set to be the key.

The outlook for Chinese fiscal policy in the second half of 2026.

China's trade surplus could take the pressure off PBOC to loosen

How Beijing plans to use monetary policy to support Chinese stocks and bonds

Why the property crisis has made China's capital market liquidity far less dependent upon leverage sourced from the banking system.

The rise of less-credit intensive growth drivers and China's capital markets could mean a shift in the central bank's triggers for monetary tightening.

PBOC to provide emergency liquidity support to China's non-bank financial institutions.

Expectations of renminbi appreciation seen driving liquidity expansion and low interest rates.

And why Chinese deficit hawks are fixated with local government debt.

And why monetary policy can't rescue the Chinese property market.

Beijing wants more structurally optimised fiscal spending and targeted monetary policy.

The overseas expansion of Chinese companies is driving renminbi internationalisation; asset quality of China's commercial banks remains under pressure due to property.

ICBC economist Cheng Shi wants Chinese fiscal policy to prolong the economic impact of the oil price shock.

Energy security, supply chain resilience and strong policy continuity seen as enhancing the lustre of Chinese assets.

Or has Chinese credit supply really been "rational" all along?