A good take on China’s reopening from Societe General. This is why I am skeptical of iron ore and coking coal bull markets running beyond H1 inventory building.
Consumer to lead:
Property in liquidity trap as demographics plunge:
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A good take on China’s reopening from Societe General. This is why I am skeptical of iron ore and coking coal bull markets running beyond H1 inventory building.
Consumer to lead:
Property in liquidity trap as demographics plunge:
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