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<Research>M Stanley: CN Banks Still Have Absolute Upside Potential; PBOC Expected to Cut RRR by 50 Bps in 1Q26
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The recent Central Economic Work Conference provided insights into the Chinese banking industry, suggesting that under the stable macroeconomic environment, bank stocks still have absolute upside potential, Morgan Stanley wrote in its research report. In Morgan Stanley's opinion, the superior performance of yield stocks relative to the banking index may weaken next year, as more cautious policy support and stable bond yields will limit the dividend gap space. Morgan Stanley also expects the People's Bank of China (PBOC) to cut interest rates by 10 bps in both 1H26 and 2H26 and to lower the RRR by 50 bps in 1Q26 to alleviate liquidity pressure and support bank profit margins. AAStocks Financial News |
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