- The corporate revenue trend is improving, thanks to the recovery in commodity prices and the strong domestic demand. However, concerns over the household sector’s purchasing power may slow the recovery in the upcoming quarters.
- The accelerated liabilities growth may not portend a more pressing need for financing, as the favourable financing conditions may provide an opportunity for businesses to hedge their finance.
- The CAPEX spending trend in the SOE sector seems to lag those of the private sector, indicating private companies’ increasingly prominent role in supporting the government’s investments and infrastructure projects.
