China Macro: PPI and CPI Have Reached Inflection Points

375 Views12 Jul 2021 07:12
The spread between China’s PPI and CPI will likely begin to mean-revert, following a steep rise over the past 12 months. The shape of this trajectory will determine the PBOC’s ability to ease.
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Stanley Tsai, CFA
Founder of Antler Capital
China & Hong KongFinancialsEquity Bottom-UpThematic (Sector/Industry)