The report discusses the economic outlook for China in 2016, highlighting challenges such as overcapacity and high leverage. It predicts further policy easing to maintain growth, despite potential long-term structural issues. The strategy includes a long bias on RMB bonds/rates market and forecasts for various yields.
documents/vol00010-efta01459004-pdf.pdf
{"title":"China Monthly: Rising challenges will trigger more policy easing in 2016","key_people":["Linan Liu","Perry Kojodjojo","Zhiwei Zhang","Li Zeng"],"document_date":"2015-12-06","document_type":"correspondence","key_locations":["China","Hong Kong"],"document_subtype":"research report","key_organizations":["Deutsche Bank"]}