Morgan Stanley SELL

MS Three Reasons Why Credit Growth is Booming

Jul 26, 202613 pages页

From the report报告摘录Asia ex-China Credit Growth Surge: 8.5% Y/Y (18-year high) driven by capex super-cycle, trade growth (capital goods imports +33% Y 3MMA), and PPI inflation (9.0% Y), with corporate loans as primary driver.

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