China advanced manufacturing Loading... : Investor Sentiment and Bull/Bear Views

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22:57
Jan 23
Chetan Ahya Chief Asia Economist, Morgan Stanley Morgan Stanley
China gains advanced manufacturing export share.
Even as China's macro picture is challenged by deflation, the micro story is positive: China is making inroads into advanced manufacturing, which enables it to gain share in global goods exports. Recent export data have outperformed expectations, and this market-share gain supports a positive corporate micro story.
HIGH
15:44
Jan 21
Elizabeth Kwik Investment Director, Asian Equities, Aberdeen Investments Bloomberg Markets
Innovation-led China sectors growing.
Kwik sees strong growth and stronger earnings in parts of China industrials, renewables, advanced manufacturing, and pockets of healthcare, especially innovation-led companies.
MED

About China advanced manufacturing Investor Commentary

Across the available history and selected sources, Buzzberg tracks China advanced manufacturing across 2 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Chetan Ahya, Elizabeth Kwik.