CHIQ Global X MSCI China Consumer Discretionary ETF Loading...

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10:24
Apr 16
Bob Elliott CEO & CIO, Unlimited; ex-Investment Committee, Bridgewater Nonconsensus
Chinese consumer discretionary stocks will severely underperform as wage growth hits multi-year lows.
Consensus still hopes for a delayed post-COVID consumer recovery, but with wage growth slowing to 4.9% and rising localized price pressures from oil, the Chinese consumer is structurally impaired. Shorting the consumer discretionary sector directly isolates the weakest component of the Chinese economy without exposure to the state-supported manufacturing/export sectors.
CHIQ
MED

About CHIQ Analyst Coverage

Buzzberg tracks CHIQ (Global X MSCI China Consumer Discretionary ETF) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade ideas tracked.