𝛼SK or Searchbullish
CHINA: When Will Stocks Catch Up With Surging Debt Markets?
1.9k Views26 Jun 2024 07:40
SUMMARY
- China's debt markets are experiencing an historic bull cycle as government and companies take advantage by ramping up issuances this year.
- Beijing will use its healthy balance sheet and continued debt issuance to clean up local government debt and simultaneously address the property sector problems.
- China's healthy external position will provide continued support for its currency and debt markets with equity markets to follow in the coming months.
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