A Growing Ex-China Demand Problem

09/06/2023 11 min
A Growing Ex-China Demand Problem

Listen "A Growing Ex-China Demand Problem"

Episode Synopsis

We discuss the latest Chinese data points and policy support, fading inflation pressures, and power demand for data. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZGZWTGZwR3I4bmdvYS9saUhFTE1iYkFkWXRaMFlFRnRjazNkMHVhNUljdUpqdGZHWFk0VUE2SHlrdzhGUDh4TGVTdHdBN1VsQldtYk5YWUM5ekZvckE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/