Weekend – China industrial profits data for May +36.4% y/y (vs. April at +57%)

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Comparisons with 2020 are, of course, showing large base effects due to pandemic impacts a year ago. 

Nevertheless – the surging price of raw materials is acting as a bit of a brake on magins and thus reported profitability. 

Later this week we begin to get more recent data for the sector with PMIs from China beginning publishing on Wednesday. 

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