It has been a torrid month for global bond markets, with the repricing of yields taking on historic dimensions. Yet the most significant development from a cross-border perspective has received scant attention.
In February, foreign inflows to Chinese government bonds, as captured by the two main clearing houses, the China Central Depository and Clearing Co and the Shanghai Clearing House, abruptly reversed.
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Grant Wilson is Executive Chair of Tivan Limited, a critical minerals company with major project status in the Northern Territory. He sits on the Advisory Board of Exante Data, Inc, a macro advisory and data analytics company based in New York. Connect with Grant on Twitter.
