China Macro: Profits Flowing Gently Down the Stream

Stanley has highlighted this Insight as a Top Pick
364 Views29 Jun 2021 18:49
Last month’s industrial profits were in line, but if we look past the impact of commodity price dislocations, earnings outlook is decidedly less sanguine. Downstream > Midstream > Upstream.
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Stanley Tsai, CFA
Founder of Antler Capital
China & Hong KongFinancialsEquity Bottom-UpThematic (Sector/Industry)