Currency

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China Walks an FX Tightrope

China Walks an FX Tightrope

by Anthony Chan

The liberalization of China’s currency and capital account is under threat as the renminbi (RMB) falls, capital outflows intensify and foreign reserves dwindle. Will the country forge ahead with its reforms or pause to allow the market to settle down? Both, in our view, have their pros and cons.

Currency, Economics


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Follow the Dollar: It’s Heading for China
Beyond SDR: China’s US$3 Trillion Challenge
Carry Trade’s Long Winning Streak Fades—for Now
China Deserves More Credit than Blame

China Deserves More Credit than Blame

The visit to the US later this month by China’s President Xi Jinping comes at a politically sensitive time, with volatility in China’s markets—widely attributed to the effect of policy decisions—rippling globally. In our view, however, China deserves more credit than blame for its recent actions.

Currency, Economics


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Fundamentals and Policy Keep RMB Afloat
China Officials Dig in on Stronger RMB
Cutting Through the Currency Fog

History and Policy Point to Renminbi Rally

Many investors are worried about the future path of the Chinese currency after its sharp depreciation earlier this year. Based on fundamentals and the expectation that China will stick to its foreign-exchange policy, we think the currency has reached a fork in the road and is likely to rally.

Currency


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