China Financials_ Banks' shares hitting new highs; what to do from here_
Bazaarvoice·2025-01-05 16:23
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 January 1, 2025 09:00 PM GMT China Financials | Asia Pacific Banks' shares hitting new highs; what to do from here? Risk control and high dividend yields have sent banks shares to new highs. We believe first natural economic cycles bottom in China, a modest LPR cut of only 15-20 bps and resumption of interest rate reform could support banks' NIM and drive further bank outperformance in 2025. Attractive dividend yields and rational policy combo have driven major banks' shares to ...