Financials Jan 24, 2022 07:59 AM (GMT+8) · EqualOcean
CSC research report pointed out that China is currently in the "double width" cycle of wide money + wide credit, and there is still room for further easing in the follow-up. With the gradual force of the steady growth policy, the market doubts are expected to improve, and the interest rate cut will gradually show its advantages for the improvement of the numerator and denominator. At the same time, after the Spring Festival, the market risk appetite has improved, the issuance of new funds has warmed up, and the FOMC meeting of the Federal Reserve next week makes the expectation of raising interest rates bearish, which is expected to form a favorable time window from after the Spring Festival to before the two sessions. At present, our view on the follow-up market has become more positive. It is suggested to cherish and grasp the upcoming counter attack market.