Returns – G7 + China Free Liquidity and MSCI ACWI (Leading Indicator)

Returns – G7 + China Free Liquidity and MSCI ACWI (Leading Indicator) Global free liquidity continues to rise. When global free liquidity is above 10%, equity markets tend to perform well: the average next 12-month return is 23.4% with a hit ratio of 100% since 2009. Image: BofA Global Research

China 10-Year Bond Yield and Shanghai Composite Index

China 10-Year Bond Yield and Shanghai Composite Index China is leading all asset markets. The Shanghai Composite Index could decline with Chinese bond yields as a result of a weaker growing economy. Image: BofA Global Investment Strategy

China’s Single’s Day Set Another Record

China’s Single’s Day Set Another Record The China economy continues to grow. The recent Single’s Day shows that demand remains strong. Image: J.P. Morgan Asset Management

China vs. U.S. – Projected GDP

China vs. U.S. – Projected GDP China is expected to overtake the United States as the world’s largest economy in the near future. Image: Morgan Stanley Wealth Management

GDP Indexes – China, U.S., Japan and EU

GDP Indexes – China, U.S., Japan and EU China is experiencing a strong V-shaped economic recovery and is expected to provide a boost to the rest of the world. Image: Gavekal, Macrobond