Report
China is siphoning off the stimulus provided by the rest of the world
At the end of January, China experienced the dramatic effects of the lockdown on economic activity. In March, slightly ahead of the rest of the world, it entered a recovery phase. In May and June, the Chinese recovery lost some momentum, probably because external demand had just collapsed. Now, Chinese industrial production is benefiting from fiscal policies implemented in the US and Europe to support household income and spending, part of which is satisfied by Chinese exports. C...
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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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