摩根大通：中国周刊-不确定性是唯一确定之事
2025-06-04 01:50
J P M O R G A N Asia Pacific Emerging Markets Research 30 May 2025 China Local Markets Weekly Uncertainty is the only certainty here Executive summary Current trade recommendations | Current outright trades | Entry Date | Entry | Current | P&L | Relevant Note | | --- | --- | --- | --- | --- | --- | | Long 3y CGB (FX-hedged) | 7-Mar-2025 | 1.53% | 1.49% | +4bp | Note | | GBI-EM Model Portfolio | Positions | Weight | | | | | CNY FX | MW | | | | | | CNY bonds | MW | | | | | Source: J.P. Morgan Emerging Markets ...