Report
China: an obsolete growth model
The complete lifting of pandemic-related restrictions at the end of 2022 sparked a rebound in demand in China for a few months, but since early Spring the recovery has flagged. On the domestic front, outside the sectors most exposed to the reopening, confidence is lacking. Three years of Covid-related disruption cannot be forgotten in the blink of an eye. In addition to cyclical uncertainties, there is the systemic problem of the property sector. On the external front, world trad...
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Bruno Cavalier
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