Beyond the immediate bounce fuelled by base effects, there are questions over the durability and strength of the post-pandemic growth trajectory with the sustained downtrend in capex.
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.