We just published an article on Livewire Markets summarising some of our observations on China. See below for the link to the article wherein we update the capital flow picture and look more broadly at the sentiment towards Emerging Market equities… all of which have implications for the Australian share market and commodities more generally.
Please click here for the article.
We hope you enjoy the Briefing. Please contact us if you have any questions.
The Directors of PCM
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