Morgan Stanley-China Financials May TSF reflects continued rationalization...-108708079

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📄 文件全名: 《Morgan Stanley-China Financials May TSF reflects continued rationalization...-108708079.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: TSF growth recovered slightly in May, to 8.4%, supported by
TSF growth recovered sequentially in May to 8.4%, in line with our expectation,
Notably, government bond issuance added Rmb1.225tn in May, ~60% of new TSF
loans weakened in May, adding Rmb76bn in May, down 79% yoy. Growth in both
corporate deposit growth at -1.6% in May (vs. -0.8% in April) has led to further negative
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报告摘要

June 14, 2024 03:18 PM GMT China Financials | Asia Pacific Morgan Stanley Asia Limited+

📋 核心要点(部分)

1. Mortgage repayment could stay at elevated levels
1. Continued efforts to clean up self-circulating loans
2. The suspension of manual interest payment for deposits
and
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❓ 常见问题

《Morgan Stanley-China Financials May TSF reflects continued rationalization...-108708079》主要包含哪些内容?

June 14, 2024 03:18 PM GMT China Financials | Asia Pacific Morgan Stanley Asia Limited+核心数据:TSF growth recovered slightly in May, to 8.4%, supported by;TSF growth recovered sequentially in May to 8.4%, in line with our expectation,;Notably, government bond issuance added Rmb1.225tn in May, ~60% of new TSF。

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