bearish

China Macro: Profits Flowing Gently Down the Stream

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.
338 Views29 Jun 2021 18:49
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Stanley Tsai, CFA
Antler Capital
China & Hong KongFinancialsEquity Bottom-UpThematic (Sector/Industry)
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