bearish
China's Vicious Stagflation Likely to Morph into Recession and Financial Crisis
402 Views25 Mar 2020 16:52
We estimate an 8% YoY decline in real GDP in 1Q 2020, and -2% YoY in 2Q 2020 (as steel, for instance, first sees excess stockpiles in 1Q and a...
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, 8-minute read)
Discussions
(Paid Plans Only)
- China’s Monetary Semi-Surge – What Does It Tell Us About The Yuan?23 Apr 2020
- News (And View) Of the Dollar's Demise Is Much Exaggerated22 Apr 2020
- Surging TSF Buoys China in March, but Excess Capacity Exacerbated by Recession21 Apr 2020
- China's Vicious Stagflation Likely to Morph into Recession and Financial Crisis25 Mar 2020
- How China Has Defied the Monetarist View of the Quantity Theory of Money31 Dec 2019
- China's Slumping Domestic Demand Is Dragging Asia Down: Except JP, IN, VN22 May 2019
x