China needs bond market reforms to rein in soaring debt, S&P Global says

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Despite government efforts, debt levels continue to surge even as nominal GDP growth has slowed down, the rating agency said in a report on Thursday.    

China needs bond market reforms as soaring debt poses significant longer-term risk to the country, according to S&P Global.

Large levels of public, private and hidden debt in China have long raised concerns about potential systemic financial risks.Despite the government's efforts, debt levels remain very high even as nominal GDP growth has slowed, the rating agency said in a report on Thursday. Pushing ahead with bond market reforms may be necessary to"concurrently" tackle those challenges, as it could lower debt levels over the long term, the report said.The rating agency predicted China's general government debt could surge to 61.3% of GDP this year, from 56.1% in 2023 — deteriorating from 38.5% in 2019.

In its latest report, S&P highlighted China's"extraordinary credit expansion," due to high investment and lower financing efficiency as one of the major factors for fueling Beijing's debt problems.The property market slumped after Beijing's crackdown on developers' high reliance on debt in the last three years. A protracted property downturn has not onlyChina also said it will improve the long-term mechanisms for preventing and controlling risks.

 

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