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Blog Chinese Financials Feeling the Squeeze Amid Sluggish Credit Demand Chinese Financials Feeling the Squeeze Amid Sluggish Credit Demand Following strong double-digit profit growth in FY2021, we expect Chinese banks will be less profitable this year as COVID-19 lockdowns continue to disrupt China’s economy.
Blog China’s Property Sector Slump: Is Recovery on the Horizon? China’s Property Sector Slump: Is Recovery on the Horizon? In the absence of immediate and substantive policy easing at the national level, we believe that the sector could pose a serious risk to the government’s GDP growth target in 2022.
Blog Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks? Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks? We do not expect widespread contagion across China’s real estate or banking sectors despite the challenging outlook.
Viewpoints What China’s 14th Five-Year Plan Means for Investors What China’s 14th Five-Year Plan Means for Investors It will continue to be important to be an active investor during this period of transition and to carefully monitor the impact of policy on credit sectors.