中国银行业月度动态 -7 月人民币新增贷款疲软；投资与消费刺激能否催生更积极的经济前景China bank pulse monthly – Weak July new RMB loans; will investment & consumption stimulus foster a more positive economic outlook_

ab 14 August 2025 Global Research China Banks China bank pulse monthly – Weak July new RMB loans; will investment & consumption stimulus foster a more positive economic outlook? Both H and A-share China banks underperformed The MSCI China Banks Index was -3.0% in the past month, underperforming the MSCI China Index (+7.8%). Among our H-share coverage, ABC-H was the best performer (flat MoM) and CQRCB-H was the laggard (-11.3%). For A-share banks, the sector index was -3.6% in the past month, underperforming ...