China News Brief — September 12, 2025
Key Developments
GBalance Between Stimulus and Market Risks
The People’s Bank of China faces policy tensions: external conditions point toward possible easing (with expected U.S. Fed rate cuts), but officials are wary of fuelling stock market bubbles. Reuters
Streamlining Gold Import Rules
China is soliciting public feedback to simplify licensing for importing and exporting gold and gold products. Reuters
Ratification of Extradition Treaty with Serbia
China formally ratified an extradition treaty with Serbia, as part of expanding its legal/diplomatic cooperation network. Critics note potential risks for human rights and international legal norms. Reuters
Implications
The extradition treaty deepens China's legal outreach in Europe. The balancing act in monetary policy suggests China aims to avoid external dependency (on U.S.) while maintaining domestic financial stability.
Simplified gold trade could open faster flows in commodities/precious metals markets. However, tighter oversight and the possibility of regulatory creep (particularly in the compliance/legal sectors) might raise risks for companies involved in cross-border legal, financial, and export/import business.
