Logo 16 May 2022

Complex, severe, and uncertain

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Trivium Markets keeps you briefed on the latest developments in China markets policy.

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Even the central bank (PBoC) found the April credit data disconcerting (see previous entry).
On Friday, the agency published a Q&A explaining why lending growth was so weak. It said:

“Due to the increased impact of the pandemic on the economy, as well as rising costs and shortages, difficulties...