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Manufacturing IPOs Used To Drain Excess Liquidity From Chinese Economy

China’s first two IPOs in ten months debuted on the Shenzhen Stock Exchange, a sign that shares are being used to mop up inflationary liquidity in the Chinese economy.

China suspended all IPOs last September following continued falls on its two stock exchanges, Shenzhen and Shanghai. The state-run regulator decides which companies can list and the date of their listing. Reuters argues that “this kind of heavy-handed approach emboldens speculators as they believe the government will not allow the IPOs to fall below their offering prices.” Hence, the two companies that listed on Friday, a Guilin pharmaceutical manufacturer and a Zhejiang-based cablemaker, both produced impressive first day share gains.

Next to list will be China’s largest home builder China State Construction Engineering Corp, as the government seeks to use share listings to drain liquidity from the market, after a June surge in bank lending raised fears over the risk of bad loans, asset-price bubbles – and inflation.

This article – http://www.bizchina-update.com/content/view/2411/44/ -explains why, in the short term, Chinese government credit expansion has poured low-cost, free-flowing capital to government-supported projects and had a positive effect on mainly state-sector investment. This may go a long way to helping China achieve its stated goal of an eight per cent GDP growth rate in 2009.

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