Jan 15, 2021 01:34 PM (GMT+8) · EqualOcean
BOC Securities pointed out that the credit growth in December was in line with expectations, and the medium and long-term loans of enterprises continued to increase. Looking forward to 2021, we are optimistic about the performance of the banking sector. First, the economic data shows that the steady recovery of the real economy will not change, which is conducive to the improvement of the asset quality of banks. Second, with the economic recovery, the marginal convergence of monetary policy will help to ease the pressure on interest rate differentials. Third, after the early adjustment of banks, the current sector has the characteristics of undervalued and low positions. We believe that with the development of the domestic economic situation Gradually improve, plate subsequent configuration willingness is expected to improve.

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