Chinese Economics Thread

supercat

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China ended 2025 with a foreign exchange reserve of $3.3579 trillion, by far the largest in the world - about 2.5 times more than the world's second largest forex reserve holder, Japan. Less than $800 billion of China's forex reserve are US Treasuries. At the end of 2025, China's gold reserve is approx.2,389 tons. China should convert its holding of US Treasuries into gold, as much as possible.
 

tphuang

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Reminder the contrary to the Armchair QBs online, there is plenty of oil resource globally & more Venezuelan oil on the market will only lower oil prices and benefit the world's largest importer of oil.

But longer term, I think oil demand will continue to drop in China due to energy security reasons.
 
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