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中金公司李昭:对中债后市表现保持乐观
news flash·2025-04-18 09:05

Group 1 - The core viewpoint is that the company maintains an optimistic outlook on the future performance of the Chinese bond market, driven by policy and economic fundamentals [1] Group 2 - The first factor supporting this optimism is the policy environment, where potential macroeconomic policies may be introduced to counteract external pressures from U.S. tariffs, with monetary easing being a likely direction [1] - The second factor is the economic fundamentals, where reduced external demand due to U.S. tariffs may lead to lower inflation, creating a favorable environment for the bond market [1]