Deutsche Bank-Asia Macro Strategy Notes Bond Demand-Supply Monitor-115375001

报告摘要

In this fourth edition of our now-monthly Asia bond demand-supply monitor, we potential CGB curve steepening given likely softer demand from WMPs & Lifers, and elevated back-end supply;

核心要点

13 May 2025

报告信息

文件全名: 《Deutsche Bank-Asia Macro Strategy Notes Bond Demand-Supply Monitor-115375001.pdf》
适合读者: 战略规划行业研究员
核心数据: account for ~60% of the ultra-long
– purchasing 63% of the net CGB supply – demand from Wealth Management
demand (Figure 3). Consequently, net bond purchases by life insurers were 3.4%
of net CGB supply in Q1 2025, compared to 4.5% in Q1 2024. While we are cautious
set at 2.5%. According to regulations, if the predetermined interest rate is more
核心议题: 管理咨询

常见问题

《Deutsche Bank-Asia Macro Strategy Notes Bond Demand-Supply Monitor-115375001》主要包含哪些内容?

In this fourth edition of our now-monthly Asia bond demand-supply monitor, we potential CGB curve steepening given likely softer demand from WMPs & Lifers, and elevated back-end supply;核心数据:account for ~60% of the ultra-long;– purchasing 63% of the net CGB supply – demand from Wealth Management;demand (Figure 3). Consequently, net bond purchases by life insurers were 3.4%。

这份报告由哪家机构发布?

本报告由Deutsche Bank发布,发布于 2025 年。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 20。

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适合战略规划、行业研究员等读者参考。

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