中国股票策略_数据现在_中国自由流动性与 MSCI 中国同比变化
数据创新中心·2024-09-29 16:04
M Update China Equity Strategy | Asia Pacific September 23, 2024 09:00 PM GMT Data NOW: China Free Liquidity vs. MSCI China YoY Change The indicator improved marginally but remained negative, driven by the continuous slowdown in M1 growth (-7.3% YoY, lowest since 2000). PPI deflation persisted while IP growth softened further. We expect free liquidity to remain constrained for remainder of the year and into 2025. Exhibit 1: MS China Free Liquidity Indicator vs. MSCI China YoY % – Free liquidity improved mar ...