Yuan Walks the Globe
The U.K. joined Hong Kong and Taiwan in being allowed by China to take part in a program allowing offshore yuan
to be invested in Chinese securities, a move that bolsters efforts to
internationalize the currency.
China approved an 80 billion yuan
($13 billion) quota for investors in London to buy onshore assets under the Renminbi Qualified Foreign Institutional Investor scheme, Chancellor of the
Exchequer George Osborne said at a briefing in Beijing.
People’s Bank of China Governor Zhou Xiaochuan
is opening up the nation’s capital
markets as he seeks a
greater role for the yuan in global trade and
investment. Shanghai
inaugurated a pilot free-trade zone last month that will allow trials of yuan convertibility under the capital account and permit
overseas companies to sell debt denominated in the local currency.
China started the program in 2011 as a way to
encourage greater worldwide usage of yuan, allowing
investors holding the currency overseas to buy domestic bonds, stocks and
money-market instruments. Regulators said in July they would expand it beyond
Hong Kong and Taiwan to the U.K. and Singapore.
Yesterday’s agreements make the pound the fourth
major currency to have direct trading links with the yuan,
after the dollar, Japan’s yen and Australia’s dollar, putting London ahead of
Frankfurt and Paris in a bid to become Europe’s hub for the Chinese currency.
In June, the Bank of
England became the
first among European central banks to establish a currency-swap facility with
China, supporting yuan users by providing liquidity
when needed.
‘Western Hub’
Osborne said yesterday that further agreements on yuan settlement and clearing are planned. Talks will begin
to enable Chinese banks to establish wholesale branches in the U.K. for the
first time, allowing them to scale-up their business activities, Osborne said.
36% Rally in
Yuan
The yuan touched 6.1007
per dollar yesterday in Shanghai, the strongest since the government unified
official and market exchange rates at the end of 1993. The currency has
strengthened 36 percent against the dollar and 47 percent versus the pound since a peg to the U.S. currency
was scrapped in July 2005.
The daily value of yuan
trading in London now stands at about $5 billion a day, double the daily volume
in 2012, Osborne said, citing data by HSBC Holdings Plc. HSBC forecast in March
that the currency will be fully convertible within five years and that a third
of China’s total trade will be settled in yuan by
2015, making it one of the top three global trade settlement currencies by
volume.
The nation’s 25.4 trillion yuan
onshore bond market offers more choice, better liquidity and higher yields than
are available in Hong Kong, where there is 253 billion yuan
of Dim Sum debt outstanding,
according to data compiled by Bank of China. Ten-year government
bonds yielded 4.07 percent in Shanghai yesterday, compared with 3.67 percent in Hong Kong.