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CHINA: Country Wrap: New Initiative Analysis Positive for Equity

CHINA
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  • Analysts predict China's new initiatives will inject at least 1 trillion yuan into its stock market in 2025.  JPMorgan Chase & Co. estimates the total flows could reach 13 trillion yuan over three years.  Other banks, including Citigroup Inc. and UBS Group AG, also predict significant inflows, ranging from 620 billion yuan to 1 trillion yuan. (source: BBG)
  • China will need to provide around an additional CNY3 trillion in fiscal funds in 2025 alongside greater economic reforms to maintain 5% GDP growth, a senior policy advisor told MNI, adding Beijing should raise the deficit-to-GDP ratio 100 basis points to about 4%. (source: MNI – Market News)
  • All major bourses are strong again today with Hang Seng +1.80%; CSI 300 +0.96%, Shanghai Comp +0.73%; Shenzhen +0.90%.
  • CNY : Yuan Reference Rate at 7.1705 Per USD; Estimate 7.2804
  • A slight drift higher in 10YR CGB by 1bp to 1.675%
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  • Analysts predict China's new initiatives will inject at least 1 trillion yuan into its stock market in 2025.  JPMorgan Chase & Co. estimates the total flows could reach 13 trillion yuan over three years.  Other banks, including Citigroup Inc. and UBS Group AG, also predict significant inflows, ranging from 620 billion yuan to 1 trillion yuan. (source: BBG)
  • China will need to provide around an additional CNY3 trillion in fiscal funds in 2025 alongside greater economic reforms to maintain 5% GDP growth, a senior policy advisor told MNI, adding Beijing should raise the deficit-to-GDP ratio 100 basis points to about 4%. (source: MNI – Market News)
  • All major bourses are strong again today with Hang Seng +1.80%; CSI 300 +0.96%, Shanghai Comp +0.73%; Shenzhen +0.90%.
  • CNY : Yuan Reference Rate at 7.1705 Per USD; Estimate 7.2804
  • A slight drift higher in 10YR CGB by 1bp to 1.675%