China

Glut and Famine: Jul '21 | Don't Expect a Bazooka from the PBOC

The RRR cut was a bit of a surprise, but its impact is limited. The PBOC’s rhetoric is unchanged and the June aggregate financing data continue to point to challenges for capital-intensive sectors.

Macroeconomics
315 Views, 14 Jul 2021 04:50
Stanley has highlighted this Insight as a Top Pick
SUMMARY(Sign Up to Access)
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
  • Unlimited Research Summaries
  • Personalised Alerts
  • Custom Watchlists
  • Company Data & News
  • Events & Webinars
or
Trusted by:
Bloomberg
Societe Generale
SGX
Sequoia
Interactive Broker
Refinitiv
Already have an account? Sign In Now
Full Insight
(Paid Plans Only)
Discussions
(Paid Plans Only)
WHAT’S TRENDING
Insights
  • Trending
  • Latest
Logo
Stanley Tsai, CFA
Financials Specialist
China & Hong KongFinancialsEquity Bottom-UpThematic (Sector/Industry)
  • US Yield Spike Meeting Targets but More in Store After October Lull
    28 Sep 2021
  • Bad News Is Closer Than You Think
    26 Sep 2021
  • GDP/ RRR/ Tech/ US-China/ Carbon
    16 Jul 2021
  • Glut and Famine: Jul '21 | Don't Expect a Bazooka from the PBOC
    14 Jul 2021
  • China Macro: PPI and CPI Have Reached Inflection Points
    12 Jul 2021
  • Pork Price Rebound: What It Means for China's Inflation
    09 Jul 2021
  • China Macro: Profits Flowing Gently Down the Stream
    29 Jun 2021
x