Is A2 Milk the canary in the coal mine ...
ANALYSIS: ... pointing to a structural Chinese slowdown?
There is a good chance that A2 Milk is the canary in the coal mine.
Øyvinn Rimer
Tue, 29 Aug 2023
© All content copyright NBR. Do not reproduce in any form without permission, even if you have a paid subscription.
After a multi-year Covid hiatus, we finally visited China again in May and June this year * and came back with a changed view of the structural impediments facing our largest trading partner.
The demographic challenges facing China are likely to lead to a sharp increase in China’s dependency ratio
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Øyvinn Rimer
Tue, 29 Aug 2023
© All content copyright NBR. Do not reproduce in any form without permission, even if you have a paid subscription.
