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What's Next for China Markets Now Xi Jinping's Party Is Over

  • Angst about deleveraging plans fueled post-congress selloff
  • Trump visit, outlook for yuan regime in focus going forward
General Views of Shanghai Financial District Ahead of Communist Party Congress
Photographer: Qilai Shen/Bloomberg
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The party’s over, let the games begin.

China watchers had long suspected that Beijing would be more tolerant of bigger market moves after the Communist Party’s once-in-five-years congress ended last week -- but the ferocity of the selloff in bonds and stocks took analysts by surprise.