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China's Central Bank Works with Ant, Tencent to Develop Digital Currency

Joyce Huang

   TAIPEI - China's central bank has signed a strategic cooperation
   agreement with Ant Group, the fintech affiliate of Alibaba Group, to
   help build a technical platform for its sovereign digital currency,
   state media reported.

   China has been developing its electronic yuan, or e-CNY, since 2014
   with an aim to replace some of the cash in circulation. In lieu of a
   timetable for its official launch, the digital cash will first be used
   for retail payments domestically before it is used abroad, Chinese
   authorities have said.

   The two sides will jointly promote the development of the e-CNY, based
   on Ant's database, Ocean Base, and its mobile development platform,
   mPaaS, according to the state tabloid Global Times.

   The planned e-CNY

   The bank has also been working with Ant and Tencent over the past three
   years to co-develop the e-CNY, the report added, citing information
   recently disclosed by the country's two largest e-payment providers.

   The disclosure appears to suggest that both companies were touting
   close ties with the regulator despite having come under the
   government's intensive anti-monopoly crackdown and investigation.

   Analysts say the bank needs support from local fintech giants and big
   retailers to build the infrastructure, including distribution channels
   for the national virtual currency, which is being tested in cities such
   as Beijing, Shanghai and Shenzhen.

   Its success, though, may end up taking market shares from these tech
   firms -- a move observers argue would show that China has planned steps
   to crack down on monopolies and "nationalize" troves of consumer
   financial data they own.

   Who's the boss?

   "The Chinese authorities are telling Ant that you should hand over your
   big data to the central bank. The data won't remain in private hands
   since the Communist Party is the boss," Francis Lun, CEO of Geo
   Securities Ltd. in Hong Kong, told VOA by phone.

   [1]The Financial Times has reported that Beijing has asked Ant to turn
   over its data to a new state-controlled credit scoring company, which
   would be run by former executives of the central bank while serving
   other financial institutions, including competing with Ant's lending
   arms.

   Ant insisted on leading the company, arguing that too much government
   intervention would drag the industry down, according to news reports.
   But the regulator disagreed, saying Ant's involvement in the new
   company would create a conflict of interest.

   Lun said that there's little Ant can do to defy the regulator's demand.

   Prospects of the e-CNY

   He also expected the e-CNY to be in wide use since all banks in China
   will also have to comply with the regulator.

   Lun said that the digital yuan, domestically, will allow the government
   to monitor every transaction of the users "like a big brother." Its use
   abroad it will allow China to bypass the international settlement
   system, dominated by the U.S. dollar, in what he called a
   de-dollarization attempt.

   Jerry Lin, director of the Financial Research Institute at the Taiwan
   Academy of Banking and Finance in Taipei, however, has doubts that the
   private sector will accept the e-CNY since most private businesses
   consider cash flows sensitive.

   He said, once a technical platform is completed, the central bank will
   next work with retailers to expand the e-CNY's distribution -- a key
   step that will determine whether the virtual currency is widely
   accepted.

   The bank considers its latest efforts to roll out e-CNY a win-win
   strategy for itself and the nation's fintech giants, according to Lin.

   "By collaborating with the central bank [to launch the e-CNY], these
   fintech giants will be relieved from pressure in the regulator's
   anti-monopoly probe. Their monopoly is hard to break up unless there
   emerges a competitor as strong as the e-CNY to take up at least
   one-third of the market shares," Lin told VOA.

   Ant and Tencent respectively control 54% and 40% of China's e-payment
   market.

   Trade-off

   Lin said that, in the short to medium term, it will also be in the
   fintech firms' interests to trade some of their shares in China's
   e-payment market in exchange for the regulator's lenient treatment of
   their online microlending, personal financial management and insurance
   operations, which generate higher profits.

   In the long run, though, it is highly likely that China will try to
   "nationalize" most financial services, which are now dominated by
   private fintech firms, including e-payment, credit ratings or financial
   management, he added.

   No distinction

   Some have viewed China's rapid digitalization of its yuan as a threat
   to accelerate the decline of the U.S. dollar's dominance as the world's
   leading reserve currency, but New York-based Anne Stevenson-Yang,
   co-founder and research director of J Capital Research, disagreed.

   "I think there's too much focus being placed on the idea that this is a
   totally distinct currency and they are in competition. I mean, there's
   no difference between the DCEP [digital currency electronic payment for
   e-CNY] and the renminbi," she said.

   "Despite many declarations by China about opening the capital accounts,
   the reason why it's not in international use, it remains in less 2% of
   SWIFT payments by value, the reason for that is because China doesn't
   want to make it available," she told VOA by phone, referring to the
   Society for Worldwide Interbank Financial Telecommunication, the global
   system for financial messaging and cross-border payments.

   She added that she believes China's planned rollout of e-CNY is purely
   for supervisory reasons, neither for innovation nor its rivalry with
   the U.S. dollar.

   China's general public will not notice any change, she said, because
   Ant's Alipay or Tencent's WeChat Pay will remain what consumers see,
   while the central bank will likely work as the engine in the background
   for both fintech platforms.

References

   1. https://www.ft.com/content/1dbc6256-c8cd-48c1-9a0f-bb83a578a42e