
Small Caps Podcast with Paul Scott – Episode 23
UK Small/Mid Caps Podcast with Paul Scott
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Is China Disruption a Cover for the Recession or a Profit Warning?
China disruption obviously we've seen these civil unrest in China over the zero covid policy which you know is the trouble isn't it with totalitarian dictatorships. A couple of companies have mentioned that disruption in China is causing them renewed problems strict men mention that K ETL but as Graham said I think in today's report you have to ask if this is just a cover for the fact that demand is reducing because of economies going into recession all over the place. Overall then in terms of what I'm seeing in the markets generally at the moment a greatly improved sentiment of course and many shares does feel like buyers are starting to poke their noses above the parapet for smaller caps But there's still a considerable
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