China Banks Amped Up $10 Trillion Bond Bet Just as Market Peaked

BloombergWednesday, September 17, 2025 at 10:00:00 PM
China Banks Amped Up $10 Trillion Bond Bet Just as Market Peaked
China's banks have significantly increased their investments in government bonds, reaching a staggering $10 trillion, just as the bond market appears to be peaking. This trend raises concerns about the timing of such investments, as the long bull run for bonds in China seems to be fading. It highlights the potential risks for these banks and the broader economy, as they may be caught in a downturn if the market shifts.
— Curated by the World Pulse Now AI Editorial System

Was this article worth reading? Share it

Recommended Readings
China ends Google antitrust probe amid US trade talks, FT reports
NeutralFinancial Markets
China has reportedly concluded its antitrust investigation into Google, coinciding with ongoing trade discussions with the United States. This development is significant as it may indicate a shift in China's regulatory approach towards foreign tech companies, potentially easing tensions in US-China relations. The outcome of these trade talks could have broader implications for international business and technology markets.
China Rare-Earth Product Exports Hit Highest Since at Least 2012
PositiveFinancial Markets
China's rare-earth product exports reached a record high in August, showcasing the country's significant role in the global supply chain for these critical materials. This surge comes just before a highly anticipated conversation between Xi Jinping and Donald Trump, where these exports may be a key topic. The increase in exports not only highlights China's dominance in the rare-earth market but also raises questions about international trade dynamics and the future of technology reliant on these materials.
Chinese chip stocks rally as Beijing reportedly restricts Nvidia AI chip purchases
PositiveFinancial Markets
Chinese chip stocks are experiencing a significant rally following reports that Beijing is restricting purchases of Nvidia's AI chips. This move is seen as a strategic effort by China to bolster its domestic semiconductor industry and reduce reliance on foreign technology. Investors are optimistic about the potential growth of local companies in the chip sector, which could lead to increased innovation and competitiveness in the global market.
Logistics Provider GLP Preparing to List China Business in 2026
PositiveFinancial Markets
GLP Pte, a prominent logistics provider, is gearing up to list its China business in an initial public offering (IPO) next year, according to its backer Hopu Investment Management Co. This move is significant as it reflects the growing confidence in the logistics sector in China and could attract substantial investment, boosting the company's growth prospects.
Iron Ore Slips as China’s Spending Slows, Weighing on Demand
NegativeFinancial Markets
Iron ore prices have dipped for the second consecutive day as investors react to recent data indicating a slowdown in government spending in China. This decline is significant because China is a major consumer of iron ore, and any reduction in demand can impact global prices and the broader market. Investors are closely monitoring these developments, as they could signal larger economic trends.
China leaves policy rate unchanged after Fed rate reduction
NeutralFinancial Markets
China has decided to keep its policy interest rate unchanged following the recent reduction by the Federal Reserve. This move reflects China's cautious approach to monetary policy amid global economic uncertainties. By maintaining the current rate, China aims to support its economic stability while observing the impacts of the Fed's actions on international financial markets.
Two-Speed Zinc Market Means China May Get a Chance to Export
PositiveFinancial Markets
Chinese zinc producers and traders are seizing the moment as global zinc prices reach their highest levels this year, presenting a potential opportunity for exports. Despite challenges in the domestic market, this surge in prices could allow China to tap into international demand, which is significant for the country's economy and the global zinc supply chain.
Banks Race to Prove They’re Not Biased Against Conservatives
NeutralFinancial Markets
In a growing political debate, banks are under scrutiny as they strive to demonstrate that they do not discriminate against conservative clients. The issue gained traction following an evangelical's experience with account closures, which has sparked concerns about 'debanking' practices. Banks argue that these closures are often due to financial risks and regulatory pressures, but the situation raises important questions about fairness and access to banking services for all political affiliations.
Russia, China and Iran Use Kirk’s Murder to Stoke Conspiracy Theories and Division
NegativeFinancial Markets
The recent assassination of political activist Charlie Kirk at Utah Valley University has sparked a wave of conspiracy theories, particularly from state media and online trolls in Russia, China, and Iran. This incident is being exploited to undermine the United States and create division, highlighting how geopolitical tensions can escalate even in the wake of tragedy. It's a stark reminder of how political narratives can be shaped by such events, affecting public perception and international relations.
US wins release of Wells Fargo banker barred from leaving China, sources say
PositiveFinancial Markets
The U.S. has successfully negotiated the release of a Wells Fargo banker who was previously barred from leaving China. This development is significant as it reflects the ongoing diplomatic efforts between the two nations, highlighting the importance of financial professionals in international relations. The resolution of this situation may pave the way for improved business relations and cooperation in the future.
Nvidia CEO Huang caught between US, China’s ’larger agendas’
NeutralFinancial Markets
Nvidia's CEO Jensen Huang finds himself navigating complex geopolitical tensions between the US and China, particularly in the semiconductor industry. This situation is significant as it highlights the challenges tech leaders face in balancing business interests with national policies, which could impact global supply chains and innovation.
Nvidia Faces Pushback in China
NegativeFinancial Markets
Nvidia is facing significant challenges in China as the country's internet regulator has instructed major tech companies to halt purchases of its RTX Pro 6000D graphics cards. This move could impact Nvidia's market presence and sales in one of its largest markets, raising concerns about the future of its operations in the region. The situation highlights the ongoing tensions between the U.S. tech industry and Chinese regulations, making it a critical development for investors and tech enthusiasts alike.
Latest from Financial Markets
BOJ may raise rates in October even if Takaichi wins leadership race, says ex-central bank official
NeutralFinancial Markets
A former official of the Bank of Japan (BOJ) has indicated that the central bank might consider raising interest rates in October, regardless of whether Takaichi wins the leadership race. This is significant as it highlights the BOJ's ongoing evaluation of monetary policy in response to economic conditions, which could impact inflation and growth in Japan.
BOJ preview Sept: likely to hold rates amid heightened political uncertainty
NeutralFinancial Markets
As the Bank of Japan (BOJ) prepares for its upcoming meeting in September, analysts expect the central bank to maintain its current interest rates. This decision comes amid rising political uncertainty in Japan, which could impact economic stability. Holding rates steady may provide a sense of continuity for investors and businesses, but it also reflects the challenges the BOJ faces in navigating a complex economic landscape.
HubSpot’s SWOT analysis: AI integration fuels growth as stock navigates market shifts
PositiveFinancial Markets
HubSpot's recent SWOT analysis highlights how the integration of AI technology is driving its growth amidst fluctuating market conditions. This is significant as it showcases the company's adaptability and innovation, positioning it well for future success. Investors and stakeholders can take note of how AI is not just a trend but a crucial element in enhancing business operations and competitiveness.
Trump tariffs could fund bailout for US farmers, agriculture secretary tells FT
PositiveFinancial Markets
The U.S. Agriculture Secretary has indicated that tariffs imposed by the Trump administration could potentially be used to fund a bailout for American farmers facing economic challenges. This is significant as it highlights the government's efforts to support the agricultural sector, which is crucial for the economy and food supply. By leveraging tariff revenues, the administration aims to provide much-needed relief to farmers who have been impacted by trade disputes and market fluctuations.
Thai baht could further strengthen on capital inflows, says incoming deputy finance minister
PositiveFinancial Markets
The Thai baht is expected to strengthen further due to increased capital inflows, according to the incoming deputy finance minister. This development is significant as it could enhance Thailand's economic stability and attract more foreign investment, benefiting various sectors and boosting overall growth.
China ends Google antitrust probe amid US trade talks, FT reports
NeutralFinancial Markets
China has reportedly concluded its antitrust investigation into Google, coinciding with ongoing trade discussions with the United States. This development is significant as it may indicate a shift in China's regulatory approach towards foreign tech companies, potentially easing tensions in US-China relations. The outcome of these trade talks could have broader implications for international business and technology markets.