bullish

China Macro: Loan Prime Rates Unchanged in Jan; Easing Bias Remains

460 Views20 Jan 2023 11:34
China's LPRs have held steady, but we believe a cut to the mortgage benchmark is imminent. A recovery in home prices may prove elusive. Debt-fueled infrastructure spending will have to carry the load.
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Stanley Tsai, CFA
Founder of Antler Capital
China & Hong KongFinancialsEquity Bottom-UpThematic (Sector/Industry)
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