UBS Equities-Hong Kong Strategy _Positioning for a rate cut cycle_ Chan-109960770
Global Research and Evidence Lab angus.chan@ubs.com Kick-start of rate cycle could be positive to risk assets in Hong Kong
Global Research and Evidence Lab angus.chan@ubs.com Kick-start of rate cycle could be positive to risk assets in Hong Kong
Global Research and Evidence Lab angus.chan@ubs.com Kick-start of rate cycle could be positive to risk assets in Hong Kong
Global Research and Evidence Lab angus.chan@ubs.com Kick-start of rate cycle could be positive to risk assets in Hong Kong核心数据:at around 3.6x, versus 3.5x in Q419. We estimate the total interest burden on the nonfinancial sector could be close to 10% of GDP in Q224, up 8% from end-2019. A lower;upside, in our view. Out of the 31 Hong Kong non-financial companies we cover, 42%。
覆盖 2024 年,全文共 14 页。
本报告免费查阅,登录资料宝后即可在线获取完整内容。
适合投资人、行业研究员等读者参考。
重点分析了GDP等议题。