China Slowing and German Auto

Industrial/Transportation, Macro


Highlights

Auto sales in China are levered to credit and property value trends. With WMP (wealth management products) down and small property price declines (“nothing crazy,” but starting to see some declines in certain markets), the presenter said he would keep an eye on sell-through for companies like BMW.

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Idea Discussion

Commentor 1 - 2 weeks ago

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