China

Shanghai lockdown impact: China stimulus, Xi's third term, global supply chain

  • Shanghai is 4% of China GDP; Covid lockdown makes policy stimulus even more likely

  • Shanghai is 5% of global sea and air cargo; global supply chain disrupted again

  • China equities forward PE on 20% discount to 5y median; cheaper vs history than large EM peers

https://cdn.tellimer.com/providers/tellimer-avatarpng.png
April 11th, 2022
Subscribe to read this report

You can read this report by subscribing to a Starter or Pro plan today.

Already have an account? Log in

Disclosures

Tellimer is not authorised or regulated by any financial services regulator (including the Prudential Regulation Authority and the Financial Conduct Authority in the UK). Tellimer is a news and information service within the meaning of Article 54 of the Financial Services and Markets Act 2000 (Regulated Activities Order) 2001. The contents of this report are provided for information only and should not be regarded as invitation or inducement to engage in investment activity of any kind. Nothing in this article shall be construed as the giving of investment, tax legal or other advice by Tellimer or any other person.

As a User of the Tellimer Platform your Personal Data may be accessed by the Content Provider that Data for direct marketing. See Privacy Statement for more information.