A Growing Ex-China Demand Problem
Jun 09, 2023•12 min
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Episode description
We discuss the latest Chinese data points and policy support, fading inflation pressures, and power demand for data. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZGZWTGZwR3I4bmdvYS9saUhFTE1iYkFkWXRaMFlFRnRjazNkMHVhNUljdUpqdGZHWFk0VUE2SHlrdzhGUDh4TGVTdHdBN1VsQldtYk5YWUM5ekZvckE9PQ2.PDF
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