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BusinessBanking & Finance

Investors pile into China’s first global dollar bond sale since 2004, over buying it by 10 times

Beijing says it has received orders of around US$22 billion for the offer comprising two tranches of five-year and 10-year bonds

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China’s first global dollar bond issue in 13 years has been 10 times oversubscribed. Photo: Bloomberg
Karen Yeung

Investors piled into the Chinese government’s first global dollar bond sale since 2004, oversubscribing the US$2 billion issue by more than 10 times, underscoring the overwhelming demand for the rare debt offering.

About US$22 billion of orders have been received for the bond sale, comprising two tranches of five-year and 10-year issues, each worth US$1 billion, according to a Thursday statement by the Chinese Ministry of Finance. The five-year tranche pays a coupon of 2.125 per cent to yield 2.196 per cent, while the 10-year tranche pays a coupon of 2.625 per cent to yield 2.687 per cent.

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The sovereign bonds’ pricing came in much tighter than the initial guidance of between 2.35 per cent and 2.48 per cent for the five-year tranche and 2.86 per cent to 2.96 per cent for the 10-year tranche, reflecting strong investor demand.

The new sovereign issue is a move by the Chinese government to ward against a rising US dollar, and to provide a more diversified capital market amid sluggishness in the dim sum bond market, as yuan-denominated debt sold outside mainland China is called. By holding on to dollar-denominated Chinese sovereign bonds, Chinese investors can hedge against a strengthening dollar.

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Issues of dim sum bonds will halve to 14 billion yuan (US$2.1 billion) in 2017, compared with 28 billion yuan in each of the last three years. Demand for dim sum bonds had been sluggish due to weaker yuan and higher funding cost in dim sum rates, SEB said.
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