Bloomberg Daybreak: Asia Edition Chinese Banks Cut Key Reference Rate
Feb 20, 2024
Mark Cranfield, Eric Zhu, and Thu Ha Chow discuss China's loan prime rate changes and their impact on APAC markets. They delve into the influence of rate policy on the Chinese market, the implications for the housing industry, and potential growth engines like electric vehicles. The conversation also covers liquidity concerns, challenges in restructuring, and the potential for the Japanese market to receive more attention as a diversification trade.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Impacts of Rate Policy on Chinese Market and Investing in Southeast Asia
01:50 • 9min
Analysis of Chinese Five Year Loan Prime Rate Adjustment
10:44 • 2min
Real Estate Market Impact and Future Growth Engines
12:14 • 6min
Discussion on China's Big Banks Cutting Loan Prime Rate
18:01 • 2min
Challenges in Liquidity and Restructuring
19:52 • 5min
Discussion on Japanese Market and Bank of Japan's Potential Rate Normalization
25:19 • 2min