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中国金融行业 - 调研支持中国金融板块估值重估趋势延续-China Financials-Trip supports firm trend of more valuation re-ratings for China financials
2025-11-17 02:42
November 16, 2025 06:02 PM GMT China Financials | Asia Pacific Trip supports firm trend of more valuation re-ratings for China financials We met with banks, insurance firms and NPL AMCs last week. Financial firms generally expect stable rates and stabilizing NIM. This combined with stable credit costs could drive a rebound in revenue and profit growth in 2026. Financial firms expect stable rates with potential rebound, supporting bank NIM: Most banks indicated that new loan yields have stabilized in recent ...