August 14, 2023 | Chinese inflation dips negative, and with sluggish producer prices, could be hinting it stays that way.
Why It Matters: China is the heartbeat of global manufacturing, and a decline in prices will have ripple effects for prices globally.
...June 12 2023 | Three massive emerging market economies are in disinflationary mode: China, India, and Brazil. Why It Matters: A continuing slowing pace of inflation could be good news for stocks as they react more to changes in inflation rather than its actual level. Source: Gavekal
...April 24 2023| Despite luxury brands creating enhanced production, the real driver is the Chinese consumer’s resurgence. Why It Matters: A revived Chinese consumer base can greatly influence the global economy, boosting growth and trade. Source: thedailyshot
...February 20, 2023| Retail sales saw an unexpected boost this week, but the increase in credit card debt to finance spending will likely pose a long-term concern. We need to keep an eye on this risk, despite the near-term boost an increase in spending will provide. Source: thedailyshot
...February 13, 2023| China lifting its COVID lockdown has major implications, not just for the European Union but also for South America. As a major importer, this could drive demand and boost emerging markets.We’re seeing positive inflows in these markets.Source: Gaveka
...December 12, 2022 | Lockdowns have slowed China’s economy drastically. Infrastructure spending won’t revive the economy alone, there’s a needed increase in construction and/or exports as well. But don’t hold your breath on a recovery, China’s exports are heading in the wrong direction Source: thedailyshot, Gavekal
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