China’s currency outperformed its Asian emerging market peers this week, as state-owned banks were said to have squeezed short sellers Wednesday and Thursday before a potential wave of new U.S. tariffs.
After five months of declines, the offshore yuan was poised to become the strongest emerging market Asian currency in the first week of September. State-owned banks bought yuan forward contracts, according to traders, pushing up one-month yuan forward points—a gauge of funding costs—to the highest since July 2017 and forcing speculators to cover short positions in the currency.
A public comment period for proposed U.S. tariffs on $200 billion in Chinese imports ended Thursday. U.S. President Donald Trump could announce whether to impose the levies and escalate the trade war against China as soon as Friday.
The offshore yuan edged down 0.04 percent to 6.8472 per dollar as of 4:45 p.m. in Hong Kong. One-month offshore yuan forward points rose to 138.75. The onshore yuan fell 0.13 percent to 6.8359 against the dollar.
The People’s Bank of China resumed the use of the counter-cyclical factor in setting the yuan’s daily reference rate in August to support the exchange rate. The reference rate has been stronger than the average forecasts of traders and analysts surveyed by Bloomberg for four out of five days this week.