bullish
China Macro: Exports Disappoint, but It's Still Early in the Game
486 Views08 Jun 2021 13:25
May export data were considerably weaker than expected, but in our view, it's still much too early to call an inflection point.
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
Stanley Tsai, CFA
Founder of Antler Capital
- Glut and Famine: We Might See Snow in China This Summer12 Jun 2021
- Trade/ Debt/ Shadow Banking/ US-China/ Wildlife11 Jun 2021
- China Macro: PPI Peaks, While CPI Eases Tightening Fears09 Jun 2021
- China Macro: Exports Disappoint, but It's Still Early in the Game08 Jun 2021
- Glut and Famine: China's Monetary Conditions a Notch Tighter in May22 May 2021
- ICBC: The Prefs Are Junk and Should Trade Like It19 May 2021
x