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.
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Stanley Tsai, CFA
Founder of Antler Capital
China & Hong KongFinancialsEquity Bottom-UpThematic (Sector/Industry)