In today’s briefing:
- UK: Funeral for Recovery
- CX Daily: The Roots of China’s Trouble Protecting Plant Variety Rights
UK: Funeral for Recovery
- UK GDP crashed by 0.6% m-o-m in Sep-22 as the country shut for the Queen’s funeral. Revisions reversed previous disappointment to return Q3’s fall to 0.2% q-o-q.
- Surveys suggest activity trends have fallen into recession. We forecast further falls in Q4 and 2023, despite UK output failing to recover its pre-covid levels.
- The UK looks likely to underperform its peers as shocks like high rates bind more fiercely. We still see policy rates peaking below market pricing before cuts in 2024.
CX Daily: The Roots of China’s Trouble Protecting Plant Variety Rights
In Depth: The roots of China’s trouble protecting plant variety rights
Guangzhou suspends most schools as Covid-19 outbreak worsens
China to expand digital health code use for unified national platform
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
