Asia FX and Rates Strategy_ China_ Bond Supply_Demand Dynamics – How To Measure “Asset Famine”_

V i e w p o i n t | 05 Feb 2025 03:57:24 ET │ 13 pages Asia FX and Rates Strategy China: Bond Supply/Demand Dynamics – How To Measure "Asset Famine"? CITI'S TAKE We discuss China bond demand and supply outlook for 2025, and come up with a way to proxy demand-supply balance to measure the degree of "asset famine" in China. Under our base case assumptions, the "asset famine" may be somewhat less severe in 2025, but the overall bond demand-supply balance may still skew towards the demand side. Rohit Garg AC +6 ...