行业研究报告

JPMorgan Econ FI-China Greater-than-expected $45bn fall in FX reserves-108102526

2024-05管理咨询8

Asia Pacific Economic Research Emerging Markets Asia, Economic and Policy Research

报告摘要

Asia Pacific Economic Research Emerging Markets Asia, Economic and Policy Research

核心要点

  1. 07 May 2024

报告信息

文件全名
JPMorgan Econ FI-China Greater-than-expected $45bn fall in FX reserves-108102526.pdf
适合读者
战略规划行业研究员
核心数据
  1. forecast looks for exports to rise 3.3%m/m sa and imports to inch up 0.6% in April,
  2. China has increased its gold reserves by 10.2mn oz, or +16.2%.
  3. was around 26%pts of China ’s FX reserves, and non-treasury US securities
  4. accounted for another 19% by mid-2023. However, due to lack of term structure
  5. 4.2% to 4.69% as the market was repricing the Fed’s rate cut timing and pace after
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《JPMorgan Econ FI-China Greater-than-expected $45bn fall in FX reserves-108102526》主要包含哪些内容?

Asia Pacific Economic Research Emerging Markets Asia, Economic and Policy Research核心数据:forecast looks for exports to rise 3.3%m/m sa and imports to inch up 0.6% in April,;China has increased its gold reserves by 10.2mn oz, or +16.2%.;was around 26%pts of China ’s FX reserves, and non-treasury US securities。

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