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《大行報告》野村料人行未來數週降準50點子 減息機會很小
阿思達克 12-06 11:11
野村發表報告指,國務院總理李克強上週五(3日)以視像形式與國際貨幣基金組織(IMF)總裁格奧爾基耶娃會見,李克強提到中國會適時降準以支持經濟,特別是中小微型企業,與該行11月時預計中國在未來數月降準機會急升的看法相符。野村預期,人行將在未來數週宣佈全面降準50點子。 該行表示,李克強提到降準的時機恰逢恆大(03333.HK)披露似乎已正式啓動債務重組,預計當整體經濟特別是房地產行業進一步惡化,北京或需於明年春季明顯地加強政策寬鬆的措施,以防止硬着陸。不過,由於PPI通脹升溫及CPI通脹上升等,野村仍然認爲政策性減息的可能性很小。
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