bearish

Glut and Famine: We Might See Snow in China This Summer

694 Views12 Jun 2021 03:01
TSF data for May reinforce our view that China's credit impulse is set to dive deeper into negative territory. This may put a lid on the commodities rally and we expect the PPI to edge down in 2H21.
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, 10-minute read)
Discussions
(Paid Plans Only)
chart-bar
x