Global Manufacturing PMI and China Manufacturing PMI
Global Manufacturing PMI and China Manufacturing PMI The chart suggests a sharp rebound of PMI in Q2 2020 on back of coronavirus. Image: Danske Research
Global Manufacturing PMI and China Manufacturing PMI The chart suggests a sharp rebound of PMI in Q2 2020 on back of coronavirus. Image: Danske Research
China’s Trade Balance by Country China exports $2.5 trillion worth of goods to other countries and has a trade balance of $367 billion. Image: howmuch.net
China 10-Year Yield and Copper to Gold Ratio Chart showing the weekly correlation between China 10-year yield and the copper to gold ratio (R² = 0.58). Image: Bloomberg
China – How the coronavirus compares with the SARS virus in 2002-2003? This comparison reveals both positive and negative factors. Image: Danske Research
China’s Response to the Spread of the Coronavirus This chart puts the spread of the coronavirus into perspective. Image: Gavekal, Macrobond
China Share of Global GDP China share of global GDP is bigger today than it was during the SARS epidemic in 2003. Image: Danske Bank Research
China-US Trade as % of Chinese GDP The downtrend in China-US trade will be hard to reverse, even with the “phase one” trade deal. Image: Financial Times
Exports to China with Trade Deal Targets This chart shows exports to China with trade targets, under the phase-one trade deal. Image: Oxford Economics
Valuation Gap Between U.S. and Emerging Markets ex-China According to BofA, emerging markets ex-China benefit from favorable demographics, modernization potential, and attractive valuations for the long term. Image: BofA Global Research
S&P 500 and Caixin China Manufacturing PMI This chart suggests that the relationship between the S&P 500 and the Chinese Manufacturing PMI offers a better explanation since 2015. Image: Danske Bank Research