China’s looming destocking cycle: Are investors ready?
Subscribe to keep reading.
Trivium Markets keeps you briefed on the latest developments in China markets policy.
Already a subscriber? Log in.
Exec sum:
China’s fragile economic recovery has been unbalanced and driven in large part by the supply side. H1 2022 industrial activity grew by a (comparatively) healthy 3.4% y/y, compared with a measly 1.8% y/y growth in the services sector, and a downright depressing retail sector, with sales sh...