In the current stock market cycle, "power finance loans"-backed companies are outperforming the broader financial sector, posting a median EPS of $1.42 in Q3 forecasts, driven by steady renewable energy investments and low credit default ratios under 1.5%. Against that backdrop, any attempts to cut costs for mortgage lenders — which could theoretically pass their savings along to borrowers — is likely to be a welcome change. a polycentric development finance model to better understand the political economy behind the decision-making of the two Chinese policy banks. It suggests that CHEXIM and CDB are embedded in distinct networks of stakeholders, which influence their lending decisions for PGPs. Specifically, CHEXIM’s energy lending decisions in Africa are more likely to be shaped by state actors concerned with environmental issues, whereas CDB is less influenced by these actors. Broker consensus price targets for leading "power finance loans" firms have risen an average of 4.6% this week, reflecting upgraded earnings expectations.