• Tag Search Results for Liquidity

  • Banker Survey: October 2013 October 31, 2013

    Our monthly survey of 100 loan officers finds that loan demand from government projects is starting to decline, likely dragging economic growth down with it, though relatively…

  • Quick Take: State Council Announcement on Financial Reform and Rebalancing June 20, 2013

    Pacific Epoch analysts offer our immediate response to Li Keqiang's announcement at the State Council on the evening of Jun 19, which was interesting not just for its content,…

  • Banker Survey: November November 30, 2012

    November’s survey revealed that the 18th CCP Congress had little impact on lending, while revealing a generalized confidence that a moderate recovery in economic activity is…

  • Banker Survey: October Update November 02, 2012

    Pacific Epoch examines the results of our proprietary survey of 100 loan officers across China, finding that while lending may have fallen, there is little reason for negativity

  • Banker Survey Alert: October October 31, 2012

    In advance of the full report, Pacific Epoch highlights some of the key findings from our proprietary survey of 100 loan officers across China

  • Flash Note: Continued OMO October 17, 2012

    Pacific Epoch analysts address the sustained and significant use of OMO, explain the rationale behind it, when it may end, and its impact on the real economy going forward.

  • Banker Survey: September Update September 27, 2012

    Our September Banker Survey finds a slight pick-up in effective loan demand, suggesting some improvement in economic sentiment, and identifies an inflection point in supervision…

  • Real Estate Market Overview: Nov 2010 December 29, 2010

    Pacific Epoch’s monthly report combines analysis of unit and area sales data from 20 cities across China with discussion of key policy developments, generating macro conclusions…

  • Real Estate Market Overview: Oct 2010 December 02, 2010

    Pacific Epoch’s monthly report combines analysis of unit and area sales data from 20 cities across China with discussion of key policy developments, generating macro conclusions…