The list of the best funds in is here!
Posted: Tue Feb 18, 2025 6:28 am
Chart: Increasing fiscal spending and restimulating private willingness to increase leverage are the main means to boost investment return expectations
Source: CICC Research Department
Chart: Clues from the past decade in the Chinese market: Direction sweden phone number list of leverage
Source: Wind, CICC Research Department
Specifically, the main differences in the current market are:
â–ºReduce actual financing costs: There is a consensus that monetary policy will be moderately loose in . The differences come from how much room there is for interest rate cuts and reserve requirement ratio cuts, and whether it is possible to break the effectiveness constraints that cannot be transmitted to the real economy, especially the private economy. The Political Bureau meeting and the Central Economic Work Conference in December clearly pointed out that a more proactive fiscal policy and a moderately loose monetary policy should be implemented in , which provided a clear signal to the market. The market has reached a consensus on the direction of monetary policy easing in , but there are differences on the specific extent and effect of monetary policy easing.
Source: CICC Research Department
Chart: Clues from the past decade in the Chinese market: Direction sweden phone number list of leverage
Source: Wind, CICC Research Department
Specifically, the main differences in the current market are:
â–ºReduce actual financing costs: There is a consensus that monetary policy will be moderately loose in . The differences come from how much room there is for interest rate cuts and reserve requirement ratio cuts, and whether it is possible to break the effectiveness constraints that cannot be transmitted to the real economy, especially the private economy. The Political Bureau meeting and the Central Economic Work Conference in December clearly pointed out that a more proactive fiscal policy and a moderately loose monetary policy should be implemented in , which provided a clear signal to the market. The market has reached a consensus on the direction of monetary policy easing in , but there are differences on the specific extent and effect of monetary policy easing.