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China

Where official statistics meet investor scepticism, and one of them is usually wrong. PBOC policy, supply chains, and the signals that ripple long before consensus catches up.

15 posts

China
Previous Posts
Paid Post The day in view

🇨🇳 Hong Kong's retail streak has reached 11 months, and both the volume data and PBoC's timing suggest the underlying demand is softer than it looks

3 min read
Paid Post The day in view

🇨🇳 China's Q1 GDP printed 5.9% — the record beat is real, the front-loading question is realer

2 min read
Paid Post The day in view

🇨🇳 China's PMIs split in April: manufacturing held, services contracted, and stimulus still hasn't closed the demand gap

2 min read
Paid Post The week in view

[CN] China's April PMI: Caixin at a five-year high, services in contraction

3 min read
Paid Post The day in view

[CN] China's April PMI holds at 50.3, but front-loading and services contraction tell a different story

3 min read

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