China launches new lending tool before year-end loan expiry

China launches new lending tool before year-end loan expiry

A man looks at his smartphone as he walks past the People’s Bank of China building on May 20, 2022 in Beijing.

Jiang Qiming | China News Service | Getty Images

China’s central bank launched a new lending tool on Monday to inject more liquidity into the market and support credit flow in the banking system ahead of the expiration of trillions of yuan in loans at the end of the year.

The People’s Bank of China said in a statement it had activated the open market outright reverse repo operations facility to “maintain a reasonable abundance of liquidity in the banking system and further enrich the central bank’s policy toolbox.”

Some 2.9 trillion yuan ($406.6 billion) in medium-term loans are due to mature between now and the end of December, which would make it harder for banks to finance investment and revive flagging growth in the world’s second-largest economy.

Despite taking effect on Monday, the PBOC did not mention the new tool in its open market operations statement.

In a separate statement announcing the new facility, the PBOC said it would use it to trade with primary dealers in OMO on a monthly basis.

The announcement said the new tool would have a tenor of less than one year, longer than those for regular reverse repo operations, which typically have tenors of seven, 14 or 28 days, are conducted daily and normally require collateral.

“It looks like a technical optimization, part of an effort by the central bank to make its monetary policy framework more functional and to better regulate liquidity provision,” said Xu Tianchen, senior economist at the Economist Intelligence Unit.

“This type of repo is far more common in the European Union and the United States, so it’s a step to modernize the PBOC’s policy toolbox and bring it more in line with them,” he added.

Beijing is counting on massive financial stimulus announced in September to kick-start lending and investment, as a sharp property market downturn and frail consumer confidence weigh on investor confidence.

The PBOC, which has steadily reduced interest rates and injected liquidity, is under pressure to do more to ensure the economy grows at the government’s target of around 5% this year.

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State-owned Shanghai Securities News said in an article published shortly after the PBOC notice that the new tool would cover three- and six-month tenors and aid liquidity adjustments over the next year, citing people close to the central bank.

“The central bank’s choice to launch this new tool at this time is also expected to be a better hedge against the concentrated expiry of medium-term lending facility before the end of the year,” the article added.

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