Listen "China’s Confidence Issues"
Episode Synopsis
In this short (8 minute) podcast we discuss why there is such a range of views on China this year, what to look at for signs of improved Chinese confidence, and PGM outperformance.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/67FDB434-B00F-4266-91B3-EFEEEFB503D9.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/67FDB434-B00F-4266-91B3-EFEEEFB503D9.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
More episodes of the podcast BMO Equity Research Metal Matters
Delving Into the Macro
21/11/2025
From London to Beijing
24/10/2025
Re-thinking the Price Deck
03/10/2025
Debating a New Up-Cycle
19/09/2025
Tariffs, Trepidation and Technology
20/12/2024
What We Foresee for the Four C’s
06/12/2024
Rebate and Recycle
22/11/2024
Bracing for Trade Barriers
08/11/2024
Stimulus, But Not As We Know It
25/10/2024
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.