AJM outlook and future, page-3

l think you're right - AJM is clearly a company that unanimously pivoted towards China rightly or wrongly. The macro front is dominating headlines in China right now with trade war risks, rising inflation and declining consumer confidence all affecting consumer confidence in our core market.The Chinese government don't operate like other governments and have an important number of tools to stimulate economy should things deteriorate further. they will aim stimulate strategic industries and the automotive EV industry will be one such industry. Watch out for a Q1 2020 recovery IMO. if we can keep cost of production and cashflow in check until then we should have weathered the storm.