bullish

China Macro: PPI Peaks, While CPI Eases Tightening Fears

457 Views09 Jun 2021 20:04
In our view, China's PPI has likely peaked, while CPI will remain benign. The current trajectory suggests limited room for monetary maneuvers. And consumer cyclicals stand out as key beneficiaries.
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, 4-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Stanley Tsai, CFA
Founder of Antler Capital
China & Hong KongFinancialsEquity Bottom-UpThematic (Sector/Industry)
x