Photo via South China Morning Post

Why Citi is betting on China’s 30-year bonds as US Treasury yields climb

Read the original at South China Morning Post ↗
Cite

Wenqian, Z. (2026, September 29). Why Citi is betting on China’s 30-year bonds as US Treasury yields climb. South China Morning Post. https://www.scmp.com/business/markets/article/3369198/why-citi-betting-chinas-30-year-bonds-us-treasury-yields-climb?utm_source=rss_feed

Dated when The Aporia collected the article, usually within hours of publication. Check the original for its exact date and byline.

South China Morning Post · collected 2026-09-29 · by Zhu Wenqian

Quick Summary

Citi Research has become optimistic about China’s 30-year government bonds, predicting that yields will decline despite rising US Treasury yields. The analysts cite weak credit demand, policy support, and easing supply pressures as factors contributing to sustained interest in these long-term Chinese bonds. Additionally, a recent $53.7 billion recapitalization plan for major financial institutions is expected to further increase demand for ultra-long government bonds in the coming months.
Written by AI on 2026-09-29, from this article's own text only (the story summary below draws on all the coverage).

AI analysis

Story summary

Citi Research has become optimistic about China’s 30-year government bonds, predicting that yields will decrease despite rising US Treasury yields. The analysts attribute this outlook to weak credit demand, policy support from China, and easing supply pressures for ultra-long debt. Citi’s Singapore-based head of EM Asia Rates and FX Strategy, Rohit Garg, noted that a recent 360-billion-yuan ($53.7 billion) recapitalization plan announced by China may further boost the demand for these long-term bonds, particularly at the ultra-long end of the market. This shift in sentiment suggests that despite global financial tensions, there is an expectation that Chinese debt will remain attractive to investors due to domestic economic policies and market conditions.

Written for “China Bonds Attraction” on 2026-10-30, grounded in this article and the 0 other(s) covering the same event.

Story

📰 China Bonds Attraction
Economy/Business · 1 article(s) covering the same event.

Compared with similar articles

Nothing to compare against. No article is close enough to this one for the pipeline to have linked or judged the pair.
How this article was measured signals, leaning charts, publisher record, byline, topics and claims

Signals How these are calculated →

Claims extracted
3
sentences that state something as happening or true
Uncertain
33%
1 of 3 hedged ("reportedly", "may", "according to")
Leaning
not political
takes no side on a contested political question
Publisher signals
64/100
South China Morning Post's corrections and hedging, across everything collected from it. Not a measure of accuracy.
Outlets on this story
1
Economy/Business
Same framing elsewhere
1
articles that frame the event the way this one does
Analyzed 2026-09-29 · how these are computed

How this is being covered How these are calculated →

Article leaning vs. publisher reliability
Source leaning vs. consistency

Publisher

South China Morning Post · 3422 article(s) · 6 correction(s) detected
Running correction rate · 6 correction(s)
2026-10-16
Nobel Peace Prize: the message behind Navi Pillay’s win
2026-10-16
Indonesian governor’s Singapore trip adds fury to forest fire, haze crisis
2026-10-04
Flight to Okinawa diverts back to Hong Kong after suspected landing gear fault
2026-10-04
Tennessee prisons chief resigning after botched execution of Christa Pike
2026-09-29
Indonesian prison chief suspended over secret VIP compound for inmates
2026-09-28
Trump ‘arms offer’ to China jolts Washington into moves to contain the fallout

Who wrote this

Zhu Wenqian
4 article(s) here · 1 carrying a prediction
🔮 The national civil service examination will be held in November.
2026-10-22 · assertive framing · China expands tax workforce as tougher enforcement moves into spotlight
🔮 “If you are rational investors and look at the whole picture, you might take a different perspective,” said Li, who was close to Munger, the late partner of Warren Buffett in Berkshire Hathaway.
2026-10-13 · assertive framing · Chinese stocks an undervalued opportunity, says Charlie Munger disciple
🔮 Why Citi is betting on China’s 30-year bonds as US Treasury yields climb Weak credit demand, policy support and easing supply pressures are expected to sustain demand for ultra-long Chinese debt, analysts say Citi Research has turned bullish on China’s 30-year government bonds, projecting that yields will fall further even as US Treasury yields climb.
2026-09-29 · mixed framing · Why Citi is betting on China’s 30-year bonds as US Treasury yields climb
Also by Zhu Wenqian
China expands tax workforce as tougher enforcement moves into spotlight
2026-10-22 · South China Morning Post
Chinese stocks an undervalued opportunity, says Charlie Munger disciple
2026-10-13 · South China Morning Post
Uniqlo sees profits soar in China despite Beijing-Tokyo tensions
2026-10-08 · South China Morning Post
Nothing else under this byline is closely related to this article, so these are simply their most recent.

Topics

China Chinese Citi Citi Research US Treasury

Subjects

China GPE · 4× Citi ORG · 2× US Treasury ORG · 2× Chinese NORP · 1× Citi Research ORG · 1× Rohit Garg PERSON · 1× Singapore GPE · 1×

Narrative

Why Citi is betting on China’s 30-year bonds as US Treasury yields climb Weak credit demand, policy support and easing supply pressures are expected to sustain demand for ultra-long Chinese debt, analysts say Citi Research has turned bullish on China’s 30-year government bonds, projecting that yields will fall further even as US Treasury yields climb.
framing: mixed · carried by 1 article(s) · first seen 2026-09-29
🔮 Why Citi is betting on China’s 30-year bonds as US Treasury yields climb Weak credit demand, policy support and easing supply pressures are expected to sustain demand for ultra-long Chinese debt, analysts say Citi Research has turned bullish on China’s 30-year government bonds, projecting that yields will fall further even as US Treasury yields climb.
2026-09-29 · South China Morning Post
Why Citi is betting on China’s 30-year bonds as US Treasury yields climb · mixed framing

Claims (3 extracted, 1 hedged)

Why Citi is betting on China’s 30-year bonds as US Treasury yields climb Weak credit demand, policy support and easing supply pressures are expected to sustain demand for ultra-long Chinese debt, analysts say Citi Research has turned bullish on China’s 30-year government bonds, projecting that yields will fall further even as US Treasury yields climb. asserted
yields → bet → bonds
The analysts attributed the outlook to easing supply pressures and improved market dynamics for China’s ultra-long government bonds heading into the fourth quarter. asserted
analysts → attribute → quarter
“China’s recently announced 360-billion-yuan [US$53.7 billion] recapitalisation plan for some major financial institutions may boost duration demand, especially for the ultra-long end,” wrote Rohit Garg, Singapore-based head of EM Asia Rates and FX Strategy at Citi, in the report. uncertain
Garg → announce → report
💬Give feedback
🕘History 🎫Support
Terms · Privacy · beta v2.0.0
Articles to 30 Oct 2026