Shift in momentum supports a steady start, with deepening municipal investment debt resolution and structural opportunities in industrial bonds coexisting - A review and analysis of macroeconomic and bond market trends and hot topics for the first quarter of 2026
Time: May 18, 2026, 14:00
Speakers:
Tianyuan Sun, Senior Researcher of the Macroeconomic Department
Kan Zhu, Deputy Director of Industrial Enterprise Ratings
Xueyi Zhang, Assistant Director of Public Finance Ratings
Xingtang Liu, Assistant Director of Financial Structure Ratings and General Manager of the Financial Institutions Department
Hu Zhang, Director of Financial Structure Ratings
Meeting Summary:
In mid-April, the National Bureau of Statistics released the economic performance data for the first quarter of 2026. The data shows that GDP grew by 5.0% year-on-year, with major indicators such as industry, consumption, and investment improving simultaneously. The start of the '15th Five-Year Plan' was stable and positive, further demonstrating economic resilience. In the bond market, key topics continued to emerge in the first quarter, with rising interest in technology innovation bonds and data asset ABS, a resurgence in broker mergers and acquisitions, and continued deepening of municipal investment debt resolution. This session of 'Director's Time' will discuss and exchange views on the above macroeconomic and bond market hot topics.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
Comments
to post a comment
1