bearish

Global Consumer (Midweek Update): Consumer Woes Persist, Especially in China.

Neil has highlighted this Insight as a Top Pick
215 Views11 Sep 2024 10:43
​Topsports miss signals inventory fire sale in China, impacting Nike, Anta Sports Products, and the sector as a whole. Chinese consumers shun movies, German cars and Import data weak for consumption
What is covered in the Full Insight:
  • Introduction
  • Topsports International Holdings Profit Warning
  • BMW Guidance Cut
  • China's Weak Imports
  • Boot Barn Holdings Preliminary Results
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Neil Campling
Global TMT Analyst, Ex-PM, 30 years experience
Information Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
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