Covid-19 weekly update - week ending October 26, 2020

CHINA ADVISORY - Report 28 Oct 2020 by Andrew Collier

The weakness we have been seeing in the consumer sector continues, but it may be flattening out. There is a slight downward trend in traffic congestion, auto sales and other sectors, but it is very mild. The strength remains in the industrial/infrastructure area, but the fact that consumers appear to have adequate resources is a positive for 2H 2020.

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