研选 | 光大研究每周重点报告 20250913-20250919

Group 1 - The article discusses the investment opportunities in Chinese dollar bonds, highlighting their characteristics and advantages over domestic bonds [5] - It notes that the expansion of the southbound bond market is expected to significantly enhance the market capacity, liquidity quality, and trading activity of Chinese dollar bonds [5] - The article mentions that Chinese dollar bonds offer higher coupon rates compared to domestic bonds, making them an attractive investment option [5] Group 2 - The article anticipates that the Federal Reserve will restart interest rate cuts on September 18, 2025, which could provide capital gains during its easing cycle [5]