国际投行报告-中国投资策略-2022年关于中国的十个问题-2022.1.10-27页

450

国际投行报告-中国投资策略-2022年关于中国的十个问题-2022.1.10-27页

# 投行报告 # 投资策略 # 中国大小：0.60M | 页数：27 | 上架时间：2022-01-14 | 语言：英文

国际投行报告-中国投资策略-2022年关于中国的十个问题-2022.1.10-27页.pdf

免费阅读10页，购买之后可查看、下载27页完整报告

国际投行报告-中国投资策略-2022年关于中国的十个问题-2022.1.10-27页.pdf

试看10页

类型: 策略

上传者: YXM-187

撰写机构: J.P.Morgan

出版日期: 2022-01-10

摘要：

 What is the lower bound of growth target?

We think it’s realistic and desirable for China to tolerate below-trend growth in 2022, and 5% is a reasonable objective as fiscal and monetary policy are neutral with an easing bias.

 China’s housing market: What is different this time?

Property slowdown is not only cyclical, but also structural. We expect policy adjustments to avoid market turmoil, but no policy reversal.

Wild cards include how policy support for affordable housing and the property tax pilot play out in 2022.

展开>> 收起<<

请登录，再发表你的看法

YXM-187

关注