bullish
China Macro: Exports Disappoint, but It's Still Early in the Game
520 Views08 Jun 2021 13:25
May export data were considerably weaker than expected, but in our view, it's still much too early to call an inflection point.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
Stanley Tsai, CFA
Founder of Antler Capital
- Glut and Famine: We Might See Snow in China This Summer12 Jun 2021
- Trade/ Debt/ Shadow Banking/ US-China/ Wildlife11 Jun 2021
- China Macro: PPI Peaks, While CPI Eases Tightening Fears09 Jun 2021
- Glut and Famine: China's Monetary Conditions a Notch Tighter in May22 May 2021
- ICBC: The Prefs Are Junk and Should Trade Like It19 May 2021
x