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CoreMacro Strategy Report

Chinese Growth, Profits And Stock Prices

Published on

The latest data releases confirm that the Chinese economy regained its footing. In the near term, growth figures should continue to surprise to the upside. Earnings preannouncements by Chinese listed firms show a significant acceleration in earnings in the second quarter from a year ago, while the market continues to expect sharp earnings contractions for Chinese companies.

BCA Research | CoreMacro

Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.

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