China’s current Reserve Requirement Ratio (RRR) of 14% is still above global average of 6 – 7%. Further reduction in RRR could theoretically unleash $1 trillion in liquidity.
Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
Philosophy
The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more