Brad Setser: Chinese equity outflows remain modest compared to current account surplus

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30.09.2026

Brad Setser: Chinese equity outflows remain modest compared to current account surplus — Chinese equity outflows remain modest

Brad Setser discusses the scale of Chinese equity outflows, noting that net outflows, after accounting for foreign inflows into Chinese stocks, have been modest both in absolute terms and relative to China’s current account surplus.

He adds that China’s large current account surplus is not being significantly used to acquire equities abroad.

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Setser previously observed that China is moving some reserves away from the dollar to agency securities, with formal reserves at 55 percent in U.S. Treasuries. He has also highlighted the sustained impact of Asian government pension funds, including NPS and GPIF, on market movements in the region in recent commentary. These insights provide additional context to trends in Chinese capital flows.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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