ANALYSIS: ... pointing to a structural Chinese slowdown?
There is a good chance that A2 Milk is the canary in the coal mine.
Øyvinn RimerTue, 29 Aug 2023
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
