Short Note: LONG China on Monetary Easing Cycle

China just announced a 25bps RRR cut, which is a surprise.  China's low inflation allows more room to RRR cuts.  Jan-Feb macro data shows improvement, but we need to monitor property market recovery.

Thematic (Sector/Industry)
380 Views, 19 Mar 2023 01:06
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Jacob Cheng
Greater China property focus
KT Capital Group
Hong Kong & ChinaFinancials & Information TechnologyEquity Bottom-UpThematic (Sector/Industry)
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