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bullish
China Consumer Discretionary
China Consumer Staples – A diverging 1H; mix upgrade and cost savings were keys to stay relevant
Thematic (Sector/Industry)
260 Views
08 Sep 2022 02:10
Broker
In the near term, in our view, when the PPI-CPI scissor gap continues to narrow, market likely refocuses on the legitimation of any GPM expansion for staple players.
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China Consumer Staples – A diverging 1H; mix upgrade and cost savings were keys to stay relevant
08 Sep 2022
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