Monetary stimulus policy in China: The bank credit channel

  • Min Zhang*
  • , Yahong Zhang
  • *Corresponding author for this work

Research output: Contribution to journalArticlepeer-review

5 Scopus citations

Abstract

This paper develops a novel while plausible way to model the Chinese monetary transmission via open market operations (OMOs). In the model, monetary injections through OMOs, together with differentiated collateral regulation in the banking sector, directly affect banks' loan capacities, which then influence sectoral investments and aggregate GDP. The quantitative analysis shows that the 2009–2010 monetary expansion explains nearly 66% of the rise in GDP growth. Moreover, balancing credit allocation across sectors and applying unified banking regulations jointly enhance the GDP growth rate by 1.65 percentage points, with the contribution of the unified banking regulations proving more important.

Original languageEnglish
Article number101825
JournalChina Economic Review
Volume74
DOIs
StatePublished - Aug 2022

Keywords

  • Bank credit channel
  • Chinese economy
  • Monetary stimulus
  • Open market operation rule

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