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MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
MNI MARKETS ANALYSIS: A Reversal In The S&P?
MNI MARKETS ANALYSIS: A Reversal In The S&P?
Executive summary
- China loosening policy could result in strong rebound in domestic risky assets in 2022, with officials determined to focus on growth.
- Good news for China has generally been good news for China-sensitive commodities (i.e. iron, copper) and currencies (AUD).
Link to full article:
Recently, investors have been questioning if liquidity conditions in China will start to ease gradually in 2022 along with PBoC cutting rates, which could benefit to domestic risky assets and especially equities (which are currently 'cheap' relative to other EM markets). China liquidity (TSF 12M sum), which has been contracting sharply in the past year, could start to rise in the coming months.
Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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