Will Power Cuts Impact Your Portfolio?

Morningstar analysts see the risks of margin compression but expect them to be short-lived. 

Kate Lin, CAIA 27.10.2021
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Earlier the month, electricity was rationed in China, impacting industrial powerhouses such as Guangdong, Jiangsu, and Zhejiang, among other provinces. While electricity curtailment is not that unusual for China, this time the pandemic played a part in powering the power cut.

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About Author

Kate Lin, CAIA

Kate Lin, CAIA  is a Data Journalist for Morningstar Asia, and is based in Hong Kong

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