Wednesday, 1 April 2009

China’s Markets to See Huge Liquidity in Second Quarter

China’s capital markets will be awash with liquidity in the second quarter as excess money could reach 1 trillion yuan ($146 billion), excluding the central bank’s open market operations, an official newspaper said on Wednesday.

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Guanyu said...

China’s Markets to See Huge Liquidity in Second Quarter

Reuters
1 April 2009

China’s capital markets will be awash with liquidity in the second quarter as excess money could reach 1 trillion yuan ($146 billion), excluding the central bank’s open market operations, an official newspaper said on Wednesday.

A total of 1.91 trillion yuan of central bank bills and bond repurchase agreements will mature in the second quarter, and another 377.8 billion yuan in government and other bonds will be redeemed, the official Shanghai Securities News calculated.

Debt issuance in the quarter was estimated at between 1.16 trillion yuan to 1.34 trillion yuan, leaving a huge pool of money sloshing in the markets if the central bank does not drain funds via its bill sales or repo business, the newspaper said.

“The central bank used short-term tools to delay the inflow of more than 1 trillion yuan to the market in the first quarter, which will cause liquidity to jump in the second quarter from an initially low estimate,” it said.

The newspaper also quoted a research report by Shenyin & Wanguo Securities saying there were strong expectations of an economic recovery in China in the second and third quarter, so investment opportunities in the local bond market should be limited in the short term.

Massive new loans extended by Chinese banks in the first quarter, estimated at around 3.5 trillion yuan, flooded Chinese markets with liquidity, prompting the central bank to use 28-day and other repos to shift some money supply to the second quarter.

But the pace of such lending by Chinese banks cannot be sustained, analysts said.

The central bank can now use the money inflows to support the government’s efforts to maintain ample liquidity in the system so as to bolster China’s economy amid the slowdown, they said.