Exclusive: China's clashing priorities behind rare money market distress

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China's attempts to keep the yuan from falling contributed to last week's chaos in money markets, sources involved say, pointing to the pressure behind the scenes as Beijing tries to guide its economy and markets through a major slowdown.

Routine month-end demand for cash in China's banking system snowballed into a scramble on Oct. 31 that pushed short-term funding rates as high as 50% in some cases, an incident that authorities are

"It was an accident," said Xia Chun, chief economist at wealth manager Yintech Investment Holdings, calling it an unforeseen consequence of the government's heavy hand in financial markets. Funds and non-banks borrow and roll over loans that finance their investments and trades in the repo market. The month-end is also when banks and other finance-sector participants have to square their books and comply with rules on capital buffers.

The absence left a couple of desperate borrowers paying 30%-50% - rates not seen since defaults at China Everbright Bank"No one left the trading desk, as you don't know how things will go ... the whole trading room was in combat mood," said one fund manager in Beijing.

 

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