中国-一位股票策略师的日记（HA）-（8 月 25 - 29 日）：在流动性驱动的上涨与基本面间平衡

Accessible version China: An Equity Strategist's Diary (H/A) Weekly wrap (25-29 Aug): Juggling with liquidity driven rally and fundamentals Equity Strategy Weekly index performance, Wax & Wane (W&W) indicator HSCEI -1.5%/CSI 300 +2.7%: Offshore markets pulled back a bit from the recent rally after Sinolink Securities raised its margin deposit ratio on new client financing contracts for some securities to 100%, while some domestic mutual funds imposed daily purchase restrictions on some portfolios. Banks rep ...