bullish
China Household
SUMMARY
- The YoY growth in China Retail sales was 10.60%, TSF lending grew at 15.70%, and New Loans to Households increased by 65.10%.
- Deposit growth was 12.68%. You look at the headline figures Individually; there is something for all versions of Bullish Reopening Narratives from the recent data.
- The onshore investor has participated in the reopening theme and unwinding, but the Foreign Investor seems to believe more than the locals and continues to get more invested.
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