CNY Chinese Yuan Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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03:33
Jul 18
Jul 18
UOB reports that the Chinese Yuan's consolidation holds an upside bias against the US Dollar according to FX analysis.
17:35
Jul 17
Jul 17
The author analyzes China's surplus recycling via state channels, suggesting potential for a larger CNY move if policy chooses, but does not state a personal position.
LOW
17:25
Jul 17
Jul 17
Author argues that persistent $50B monthly FX settlement suggests China's currency level is not a market outcome due to ongoing intervention.
LOW
06:25
Jul 16
Jul 16
Robust Chinese exports will drive yuan appreciation.
The Chinese Yuan is positioned for gradual appreciation over the medium term, supported by a very strong export performance, even as domestic activity remains soft.
MED
18:33
Jul 15
Jul 15
Speaker comments on political pressure around yuan valuation but does not state a directional view or trade position.
LOW
04:02
Jul 02
Jul 02
CNY to appreciate as Fed pauses.
UBS forecasts CNY to strengthen to 6.50 per USD over 12 months. The PBOC is anchoring the currency, exports remain strong, and the Fed is expected to turn softer rather than hike, giving upside to the yuan.
MED
21:14
Jul 01
Jul 01
Author argues the dollar is overvalued and the yuan is undervalued due to managed currency policy, but expresses no trade position.
LOW
07:30
Jun 26
Jun 26
T. Rowe Price is betting on a pullback in the yuan, arguing that it looks expensive against a basket of currencies from China's major trading partners.
07:06
Jun 25
Jun 25
RMB still appreciates, but more slowly.
The renminbi's appreciation will continue, supported by a near-record trade surplus and strong balance of payments, but the pace will slow to match the forward curve. Interest rate differentials are widening unfavorably, but low foreign ownership of Chinese assets and corporate repatriation flows remain supportive, preventing a trend reversal.
LOW
20:24
Jun 19
Jun 19
The author states that the Chinese yuan is managed by Chinese authorities, correcting a misunderstanding about currency policy without taking a directional position.
LOW
06:16
Jun 18
Jun 18
Yuan to strengthen to 6.5 per dollar.
Chinese exports are very strong and the PBOC wants appreciation to mitigate trade imbalances; they are creating a self-fulfilling expectation where exporters convert back to renminbi, which alone will drive appreciation to 6.5 per dollar by year-end.
MED
06:56
Jun 17
Jun 17
Long yuan to 6.50
China is strategically allowing the yuan to appreciate, supported by strong exports and real effective exchange rate dynamics. NAB forecasts USD/CNY moving from 6.75 towards 6.50 over the next 12 months, making the yuan bullish.
HIGH
01:30
Jun 16
Jun 16
Allianz Global Investors has reduced its bullish yuan position and turned neutral after taking profits on the Chinese currency's rally.
21:20
Jun 13
Jun 13
The author argues the Chinese yuan is undervalued by 20% based on IMF data, citing rising surpluses and export outperformance, but does not state a personal position.
LOW
22:37
Jun 12
Jun 12
The author argues that China can autonomously revalue the CNY via the fix while the KRW and JPY have overshot fundamentals relative to rate differentials, implying a neutral macro observation.
LOW
22:35
Jun 12
Jun 12
The author argues that a stronger yuan could pressure China's export growth and push for domestic policy changes, but no position is stated.
LOW
16:36
Jun 12
Jun 12
The author argues the yuan can appreciate on China's current account surplus alone, making foreign institutional demand a secondary factor.
LOW
16:35
Jun 12
Jun 12
The author provides historical context on China's real exchange rate depreciation in 2009 and the CNY peg, but expresses no current trade position.
LOW
16:09
Jun 12
Jun 12
The author argues that China is now buying FX to limit yuan appreciation, contradicting claims of engineered weakness, but does not state a personal position.
16:07
Jun 12
Jun 12
Macro commentary on PBOC policy and CNY appreciation constraints, no explicit tradeable position or catalyst.
LOW
04:37
Jun 12
Jun 12
The author argues that China's currency fix is an independent policy tool driving the yuan versus the dollar, not rate differentials, and that faster appreciation would slow export growth and the real trade surplus.
LOW
16:50
Jun 11
Jun 11
The author discusses PBOC managing a stronger yuan and the potential for capital inflows seeking appreciation, but does not state a personal position.
LOW
05:14
Jun 05
Jun 05
Bullish on yuan appreciation.
The Chinese yuan is appreciating and will continue to strengthen due to capital inflows, strong exports, and exit from deflation; expects further appreciation to 6.70 or beyond.
MED
02:45
Jun 05
Jun 05
Chinese stocks and the yuan are moving increasingly in tandem as sentiment improves driven by AI enthusiasm and diversification push.
19:32
Jun 02
Jun 02
Traders increased bets on a stronger yuan, anticipating that increased global usage and attractive valuation will help China's currency navigate near-term challenges.
21:15
May 25
May 25
Brad Setser argues that the swing in settlement data from China's trade surplus is creating real appreciation pressure on the CNY, but the tweet is a pushback on a quoted view rather than an explicit trade call.
LOW
17:41
May 25
May 25
The tweet discusses controlled CNY appreciation and orchestrated TWD depreciation without expressing a forward-looking directional view on either currency.
LOW
05:26
May 25
May 25
RMB to appreciate significantly over years
China's rapid productivity growth benefits consumers, leading to deflation and a cheap currency. Over a multi-year horizon, the RMB will appreciate substantially, potentially reaching 4 per dollar (20-30% from current levels), similar to the 50% real appreciation between 2005 and 2015 driven by the first wave of China's shock. This second wave of higher-value-added exports supports a stronger RMB.
HIGH
12:36
May 22
May 22
Brad_Setser argues that all of Asia needs to appreciate, implying a weaker USD and stronger Asian currencies, with a stronger CNY pulling others like TWD higher.
HIGH
17:05
May 20
May 20
Brad_Setser argues China's yuan is undervalued against most currencies and a weaker dollar would further weaken the CNY, implying persistent currency pressure.
HIGH
About CNY Analyst Coverage
Buzzberg tracks CNY (Chinese Yuan) across 8 sources. 30 bullish vs 1 bearish calls from 25 analysts. Sentiment: predominantly bullish (34%). 86 total trade ideas tracked. Past 7 days: 1 bullish, 4 watch. Latest voices: FirstSquawk, Brad Setser, Mitul Kotecha.