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Media Release
February 2022
China released the latest CPI and PPI data for January 22 today – PPI YoY at 9.1% (survey 9.5%) and CPI YoY at 0.9% (survey 1.0%). The PPI-CPI differential is an good indicator to assess the margin conditions for consumer companies – those companies which can effectively pass through costs to consumers will be more competitive in terms of valuation, earnings and stock performance.Read This NowMedia ReleaseFebruary 2022
We are now two weeks into the reporting period and have seen 31 companies report their results. Overall companies are beating analyst expectations, with 76% surprising on the on the upside.Read This Now
