China's economic shift to affect material firms: Trina Chen
The top-ranking materials analyst for Asia tells asiamoney.com that China's shift from exports to consumption will slow the demand for commodities, and that it's wise to focus on companies with strong margins.
Picking a clear direction of the Asian materials market, and most especially accurately identifying the levels of demand from China, is going to be a hard call over the next five years, according to Trina Chen of Credit Suisse.
“China’s “structural transformation”[moving growth from investment and export to
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