bullish
Supply Side Recovering, but Sluggish Demand Will Exacerbate Excess Capacity
343 Views26 Jun 2020 01:36
2Q 2020 will be the best quarter of this year for China; with the rest of the world locked down, China was able to expand steel & aluminium...
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, 7-minute read)
Discussions
(Paid Plans Only)
- Stocks/Hong Kong/Covid-19/US-China/Jobs13 Jul 2020
- Chinese Easing Drives Next Phase of Liquidity-Driven Boom. Could EM Soar?07 Jul 2020
- Covid-19/Economy/US-China/Beidou/Stocks29 Jun 2020
- Surging TSF Buoys China in March, but Excess Capacity Exacerbated by Recession21 Apr 2020
- China's Vicious Stagflation Likely to Morph into Recession and Financial Crisis25 Mar 2020
x