In this briefing:
1. ’Fake News’ Threatens China’s Rally
- Widely held view that Chinese eased ‘massively’ in January 2019 – it did NOT
- According to latest daily Open Market Operations little change through February
- Liquidity matters hugely (China contributes around one-fifth of Global Liquidity)
- We still expect PBoC easing over coming weeks and continue to favour Chinese markets
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