Bank of America SELL

Banks China Weekly Wrap Soft CPI, weak loan demand and incremental policy support

Aug 14, 202612 pages

From the report报告摘录Macro Policy Shift: PBOC shifts to aggregate loan/bond financing (vs bank lending), RMB at 42-month high vs USD, weak loan demand, PPI at 3.5% YoY—signaling easing monetary policy and potential sectoral capital…

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