VanEck China Bond ETF

Netcapital

Agape ATP

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

PicoCELA

Tradr 2X Long QBTS Daily ETF

Co-Diagnostics

Akanda

NewGenIvf

Defiance Daily Target 2X Long RGTI ETF

Tradr 2X Long RGTI Daily ETF

02829

CBON

159816

CNYA

China is tightening approvals for overseas borrowings, causing companies to seek cash as US$100 billion in bonds are due this year. The National Development and Reform Commission (NDRC) is taking four to six months for approvals, double the previous time, with some cases extending to nine months. This delay is due to increased scrutiny on repayment details. Companies are turning to short-term bonds to avoid defaults, complicating their cash flow management. The NDRC's stricter measures aim to control rising debt from weaker enterprises and local government financing vehicles (LGFVs).

Businesstimes News

ISHARESCGB

Penghua CSI 0-4 Year Local Government Bond ETF

ISHRS MSCI China

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

China delays foreign debt sales with US$100 billion of bonds due

03199

SPIB

IGSB

GOVT

511090

02817

511010

VCLT

SCHI

The 10-year treasury yield has decisively broken below 1.75%, while extremely loose liquidity conditions combined with a shortage of assets have driven the bond market to rise for three consecutive weeks. However, Huatai Securities and Zhongyou Securities have issued joint warnings: a structure dominated by mutual fund trading desks 'lifting each other up' hides underlying fragility; the central bank's stance remains a sword of Damocles overhead; the 'smoothest phase' may be nearing its end; those who missed the rally chasing the uptrend can only prolong the duration but cannot alter the medium-term risk landscape

- The 10-year government bond yield has dropped below 1.75%, while the 30-year yield nears 2.25%, reflecting strong market conditions driven by excess liquidity and the demand for assets.  
- Recent reports from Huatai Securities and Zhongyou Securities warn that although risks remain controllable in the short term, the market's most favorable phase is nearing an end, with emerging mid-term risks.  
- Key drivers of the current market include sustained liquidity conditions, net inflows into bond funds, the clarity of ultra-long-term treasury bond issuance, and a downward adjustment in bill rates, indicating overall weak credit demand.

Wallstreetcn

ICBCCSOP CGPB

SPDR Intermed Term

iShares Trust iShares 1-5 Year Invest Grade Corp Bond ETF

iShares barclays 20+ Yr Treasury Bd

Vanguard Intermediate Term Bd

ISHRS Us Trsry Bd

State Street Corp.

Pengyang Chinabond 30-year Treasury Bond ETF

PP CGBOND

iShares iBoxx  Invt

Guotai SSE 5-Year China Treasury Note ETF

iShares Barclays Short Treasury

Vanguard Short Term Bd

Vanguard Long Term Bd

iShares 7-10 Year Treasury Bond ETF

Schwab 5-10 Year Corp Bond ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

After Breaking Key Levels, Where is the Bond Market Heading

MCHI

The U.S. debt crisis has intensified, with $90.9 billion in U.S. Treasuries being sold off, leading to a dollar liquidity crisis. Meanwhile, China issued 332 billion yuan in government bonds on April 10, which sold out in one minute, demonstrating strong market demand. Although China's government bond yields are lower than those of the U.S., investors have high confidence due to its sound fiscal situation. In contrast, countries holding U.S. Treasuries have decreased, especially Japan, which is facing high prices and pressure from yen depreciation. This war has damaged the credibility of the U.S., prompting central banks around the world to accelerate the sale of U.S. Treasuries

腾讯新闻 - 财经

iShares MSCI China

A BOS RMB MM

A BOS RMB MM-R

Invesco DB US Dollar Index Bullish Fund

iShares MSCI China A UCITS ETF

Invesco Golden Dragon China

Wtree Bbg Usd Bull

A VP RMB MM

$90.9 billion in U.S. bonds were sold off, $332 billion in Chinese government bonds sold out in 1 minute, and trillions of capital are betting on China

Investors are increasingly turning to Chinese bonds, which are performing well amid global bond market declines. China's low inflation and energy preparedness are seen as factors that allow it to avoid interest rate hikes, contrasting with rising rates in other economies. In March, Chinese debt attracted $2.5 billion in foreign inflows, while other emerging markets faced $16.7 billion in outflows. The yield curve is steepening, with short-term yields falling, while long-term yields remain under pressure due to concerns over inflation and economic stability. China's bond market is viewed as a safe haven amid global uncertainties.

ICBC CSOP CGB ETF USD

Analysis-seeking shelter from war and stagflation? Take a look at China's bond market

399001

000001

000300

ASHR

The well-known hedge fund Jige Capital predicts that the Chinese stock market is expected to rise by 10% by the end of 2026, benefiting from supportive policies, low valuations, and expectations of a bottoming out in the real estate sector. This judgment is consistent with the predictions of Goldman Sachs and JPMorgan Chase. CEO Stephen Jen pointed out that regulatory policies will boost corporate profits, and the contraction in real estate supply along with a recovery in demand will provide new momentum for the stock market. Additionally, if the conflict in the Middle East calms down, it will create further benefits

Shenzhen Index

SSE Index

CSI 300

Goldman Sachs

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

Yinhua CSI All Share Investment Banking & Brokerage ETF

SPDR S&P China

Fullgoal CSI 800 Banks ETF

CAM CSI300

Hwabao WP CSI Banks ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

ChinaAMC CSI Banks ETF

Huaan CSI Banks ETF

iShares China Large Cap

Xtrk Hrvt Csi 300 Chn

Krne Csi China Internet

WP CSI Banks ETF

E Fund CNI Value 100 ETF

Guotai CSI All Share Investment Banking & Brokerage ETF

Fortune SG SSE 180 Value ETF

The founder of the "Dollar Smile" latest prediction: China's stock market is about to rise by 10%

82829

83199

China’s 10-year government bond yield fell to around 1.80%, its lowest in over a month, as investors sought safer assets after failed US–Iran peace talks and President Trump’s naval blockade announcement. Amid the Middle East tensions, Chinese bonds are seen as a safe haven, bolstered by energy resilience and policy support. The yield has only risen about 3 bps recently, contrasting with larger gains in US and European bonds. Investors are now awaiting significant economic data, including trade figures and GDP.

Trading Economics

ISHARESCGB-R

ICBCCSOP CGPB-R

China 10Y Yield Hits Over 1-Month Low

Treasury futures opened, with the 30-year main contract flat from yesterday, the 10-year main contract up 0.01%, the 5-year main contract up 0.04%, and the 2-year main contract up 0.01%

Ping An CSI 5-10Y CGB ETF

Guotai SSE 10-Year China Treasury Note ETF

The report from the international financial research institution Gavekal points out that the current global market is turbulent, and international funds are turning to Chinese government bonds as a safe-haven asset. Chinese government bonds have shown resilience after geopolitical shocks, becoming a viable alternative reserve asset. Compared to U.S. Treasury bonds, Chinese long-term government bonds have remained relatively stable and have been one of the few fixed-income markets to outperform U.S. inflation since 2012. China's industrial and trade position has enhanced the attractiveness of its sovereign debt, supporting the "safe haven" status of Chinese government bonds

Financial research institution Gavekal: The hedging properties of Chinese government bonds are prominent

82817

Hubei Province recently issued various maturities of local bonds, including 5-year general bonds, 10-year and 15-year other special bonds, 20-year and 30-year other special bonds, as well as 10-year ordinary special bonds. The issuance scale ranges from 739 million yuan to 15.178 billion yuan, with issuance rates between 1.61% and 2.56%, and the marginal multiples vary, reaching a maximum of 13.49 times

PP CGBOND-R

DRAG

CHAU

.HXC

CHIQ

A recent Nanos Research Group poll indicates that Canadians are increasingly open to purchasing Chinese-made electric vehicles (EVs). In 2026, 53% of respondents stated that the origin of the EV would not influence their buying decision, a significant shift from 2024 when 61% were less likely to buy a Chinese EV. The Canadian government is also enhancing incentives for EVs and establishing new emission standards, alongside a plan to import a quota of affordable Chinese-made EVs with reduced tariffs over the next five years.

VanEck China Bond ETF(CBON.US)