🇨🇳#china #impulse #liquidity #macro
China - Is the credit impulse decline close to completion?
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Chinese analysts expect the Central Bank of China to continue to cut the RRR rate, increase liquidity injection into the system, and increase lending - details
#QFIN #CANG #watchlist
China - Is the credit impulse decline close to completion?
——————————
Chinese analysts expect the Central Bank of China to continue to cut the RRR rate, increase liquidity injection into the system, and increase lending - details
#QFIN #CANG #watchlist
⚠️🌎🇨🇳#commodity #china #liquidity #divergence #correlation #macro #impulse
Nordea draws attention to the divergence between the credit impulse in the PRC and prices in the commodity markets ...
if the positive correlation is still valid, then either the credit impulse will start growing again, or commodities will begin to correct
Nordea draws attention to the divergence between the credit impulse in the PRC and prices in the commodity markets ...
if the positive correlation is still valid, then either the credit impulse will start growing again, or commodities will begin to correct
💥🇨🇳#china #debt #liquidity #impulse
Economic Information Daily: the volume of new credits in China is likely to rise in 2023, while interest rates on long-term loans may fall further - details
❗️#QFIN #LX #FINV #watchlist
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early: China credit impulse continues to grow
Economic Information Daily: the volume of new credits in China is likely to rise in 2023, while interest rates on long-term loans may fall further - details
❗️#QFIN #LX #FINV #watchlist
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early: China credit impulse continues to grow
Forwarded from Scorpi18 | Investment Adviser
🇨🇳#stocks #china #impulse #economy
BCA Research: some are comparing the current rally in the Chinese market to that of 2015. At the time, the Chinese government also initiated an economic stimulus cycle, which led to the doubling of the Chinese stock market in just six months. However, during the 2015 stimulus cycle, China generated a credit impulse equivalent to 15% of GDP, or about 27 trillion yuan in today’s terms. In contrast, at its most recent peak (early 2024), China's credit impulse didn’t even reach 5 trillion yuan. Therefore, while the recent surge in Chinese stocks may continue for a few more weeks, it is unlikely to mirror the magnitude or duration of the 2015 episode — report
@scorpi18IA
BCA Research: some are comparing the current rally in the Chinese market to that of 2015. At the time, the Chinese government also initiated an economic stimulus cycle, which led to the doubling of the Chinese stock market in just six months. However, during the 2015 stimulus cycle, China generated a credit impulse equivalent to 15% of GDP, or about 27 trillion yuan in today’s terms. In contrast, at its most recent peak (early 2024), China's credit impulse didn’t even reach 5 trillion yuan. Therefore, while the recent surge in Chinese stocks may continue for a few more weeks, it is unlikely to mirror the magnitude or duration of the 2015 episode — report
@scorpi18IA