China's Large Domestic Savings Weigh on Government Bond Yields

Dow Jones
昨天

0402 GMT - China's enormous domestic savings are weighing on government bond yields, Barclays economists say in a research note. While the yield on U.S. 10-year Treasurys is at 4.78%, China's 10-year government bond yield sits at only 1.69%. The core difference lies in who buys the bonds, they note. The U.S. Treasury market depends on external buyers such as foreign central banks, sovereign wealth funds and Japanese life insurers. However, China's bond market is funded entirely by domestic savings, which are at 43% of its GDP, they note. The vast amount of savings are unable to flow abroad given capital controls and there are few attractive alternatives, Barclays says. "As a result, they end up in the bond market, even at very low yields," the bank adds.

 

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