Lenders in the world’s two most-populous nations are having very different problems with monetary and fiscal taps. In China, creditors are drowning in cheap central-bank cash, but loan demand is mutedBloomberg Terminal. In India, banks are in the middle of their fastest expansion in a decade, but they’re parched for liquidity.

While the Chinese authorities’ struggle to stimulate the economy with 3 trillion yuanBloomberg Terminal ($418 billion ) in long-term cash injections has the world’s attention, the Indian deficit — the widest since 2010Bloomberg Terminal — is also beginning to worry investors.

QOSHE - China’s Glut, India’s Drought. Two Faces of Liquidity - Andy Mukherjee
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China’s Glut, India’s Drought. Two Faces of Liquidity

4 8
30.01.2024

Lenders in the world’s two most-populous nations are having very different problems with monetary and fiscal taps. In China, creditors are drowning in cheap........

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