Morgan Stanley-China Financials Better-than-expected progress on risk cont...-108563458
2024-06管理咨询105免费
报告维度
- 📄 文件全名
- 《Morgan Stanley-China Financials Better-than-expected progress on risk cont...-108563458.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- Specifically, we expect overall bank loan growth to slow from 9% in 2023 to 6.8% in
- 2025 and 7.1% in 2026 before some rebound in 2027. Positively, we expect some
- expect gross NPL formation to pick up to 1.57% in 2025 and 1.59% in 2026 from
- 1.41% in 2023. This should be driven by higher NPL formation in the industrial sector,
- prices by 0% to 36% on reduced long-term concerns and still attractive dividend
- 🏷️ 核心议题
- #管理咨询