Strategy Note /
China

The markets and products most exposed to a China slowdown

  • Evergrande jitters, power shortages and crackdowns on key industries are putting pressure on China’s near-term growth

  • Markets most exposed to a demand slowdown include Malaysia, Singapore, Taiwan, Vietnam and several African countries

  • Suppliers in the electronics and extraction industries could experience a squeeze; tourist destinations could suffer

The markets and products most exposed to a China slowdown
Rahul Shah
Rahul Shah

Head of Financials Equity Research

Contributors
Rabail Adwani
Rohit Kumar
Tellimer Research
30 September 2021
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