bullish

China Macro: A Blowout Month for New Loans, but Consumers Remain Timid

396 Views12 Feb 2023 04:51
New loans totaled a whopping CNY4.9 trillion in Jan. Overall, the surge in corporate lending was solid. The outlook is much grimmer for mortgages. We expect more easing ahead, but it may prove costly.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
chart-bar
x