Hidden Risks and Opportunities in China’s Recovery
Chinese oil demand has largely been correlated with GDP growth, but the nature of that relationship is changing.
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James Syme
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Paul Wimborne
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Ada Chan
Disclaimer
The views expressed are those of the portfolio managers as of April 2023 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
