Chinese AXI

“Chinese AXI would be an important additional step towards market transparency” – Xiaoyan Zhang, Chair Professor of Finance and Associate Dean at Peoples Bank of China School of Finance, Tsinghua University

Chinese AXI can work with the depository-institutions repo rate (DR) to serve as a reference credit spread for Chinese commercial banks to conduct credit pricing and risk management.

Professor Xiaoyan Zhang, Associate Dean of the People’s Bank of China School of Finance, Tsinghua University
Professor Xiaoyan Zhang

The Xinyuan Chair Professor of Finance and Associate Dean at Tsinghua PBCSF, Xiaoyan Zhang, said, “In recent years the Chinese government has made progressive efforts to promote the opening-up of its capital market. A Chinese AXI would be an important additional step towards market transparency. We are pleased to leverage our expertise and insights at the PBC School of Finance, Tsinghua University, in the development of the Chinese AXI White Paper. With the continued progress of the interest rate liberalization in China, especially the implementation of the depository-institutions repo rate as the benchmark interest rate, the Chinese AXI can serve as a reference credit spread for commercial banks to conduct credit pricing and risk management. Regulators and other market participants can also use AXI as indicators to gauge the funding costs for Chinese commercial banks.”

Marcus Burnett | SOFR Academy
Marcus Burnett, CEO, SOFR Academy

Chief Executive Officer of SOFR Academy, Marcus Burnett, said, “I am delighted about the publication of the Chinese AXI White Paper. We are grateful to Professor Zhang and her academic collaborators at Tsinghua University’s PBC School of Finance who are very well positioned to complete this work. Given China’s deepening economic and financial linkages to the United States and the rest of the world, the Chinese AXI may be helpful for a wide range of market participants and policymakers. It is also interesting to note that the majority of recent Chinese commercial bank funding transactions are occurring around the 2–3-year maturity point, which is a trend consistent with large U.S. Banks and quantified through US-Dollar AXI.


 

Chinese AXI Lecture for PBC School of Finance, Tsinghua University | Professor Darrell Duffie

Darrell Duffie, The Adams Distinguished Professor of Management and Professor of Finance at the Graduate School of Business, and professor by courtesy, Department of Economics, Stanford University, has been on the finance faculty at Stanford since receiving his Ph.D. from Stanford in 1984. Duffie is also a Resident Scholar at the Federal Reserve Bank of New York. Views expressed in the Chinese AXI Lecture are not necessarily those of the Federal Reserve Bank of New York or the Federal Reserve System. Duffie has no equity or financial interest in SOFR Academy, Invesco Indexing LLC or Invesco Ltd.
 

 

Resources

Tsinghua / SOFR Academy Chinese AXI Press Release is available here.

 

The Chinese AXI White Paper [English] is available for download here.

 

The Chinese AXI Update (January 2023) which includes Chinese FXI [English] is available for download here.

 

The Chinese AXI White Paper [Chinese] is available for download here.

 

The Tsinghua University PBCSF Chinese AXI White Paper webpage [Chinese] is available here.

 

The People’s Bank of China, ‘Participating in International Benchmark Interest Rate Reform and Improving China’s Benchmark Interest Rate System’ is available here.

 

Chinese AXI White Paper Promotional links: WeChat and Weibo

 

Stanford University Professor Darrell Duffie AXI lecture for Tsinghua University WeChat link here and livestream replay link here.

_______________________________________

Have a question about Chinese AXI or an idea? Please contact us.

 

 

SOFR Academy, Inc. reserves all rights in the methodologies and outputs disclosed in this document, the white paper, the updates to the white paper and on SOFR Academy, Inc.’s website, and in the copyright in this document, the white paper, the updates and on SOFR Academy, Inc.’s website. SOFR Academy, Inc. holds the exclusive word-wide rights to commercialize the intellectual property (IP) associated with Across-the-Curve Credit Spread Indices (AXI)TM and the Financial Condition Credit Spread Indices (FXI),TM this includes but is not limited to literary work, the algorithm / code, all trade secrets, know-how, trademarks, designs, copyright, whether or not registered or registrable or having to undergo any other process for grant, registration or the like. None of these rights may be used without a written license from SOFR Academy, Inc. SOFR is published by the Federal Reserve Bank of New York (The New York Fed) and is used subject to The New York Fed Terms of Use for Select Rate Data. The New York Fed has no liability for your use of the data. Neither AXI nor FXI are associated with, or endorsed or sponsored by, The New York Fed. SOFR Academy is not affiliated with the New York Fed.

SOFR Academy, Inc. provides financial education and market data to empower corporations, financial institutions, governments, and individuals to make better decisions. The Firm’s panel of advisors includes academics from Tsinghua University, Harvard University, the University of California Berkeley, New York University, Oxford University and London Business School, as well as experienced financial services professionals. SOFR Academy is also driving the operationalizing of AXI and FXI as credit spread add-ons for near Risk-Free-Rates for use in lending and derivative markets. SOFR Academy is a member of the Asia Pacific Loan Market Association (APLMA), American Economic Association (AEA), the Loan Syndications and Trading Association (LSTA), the International Swaps and Derivatives Association (ISDA), the Bankers Association for Finance and Trade (BAFT) which is a wholly owned subsidiary of the American Bankers Association (ABA), and the U.S. Chamber of Commerce (USCC). For more information, please visit SOFR.org