bearish

China Has Had a Great 2020, but Over-Capacity Will Cause Headaches in 2021

623 Views31 Dec 2020 04:28
TSF (Jan-Nov 2020) expanded by 56% YoY, enabling FAI to grow 9.6% YoY in Apr-Nov20. But this exacerbated excess capacity. By mid-'21, tighter policy will slow China to below 5% RGDP growth. Trim China
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