China Recovery

China Recovery China recovery is well underway, suggesting a quick economic recovery. Image: Morgan Stanley Research

China Manufacturing PMI

China Manufacturing PMI China Manufacturing PMIs suggest ongoing recovery, after a deep contraction in the first quarter. Image: J.P. Morgan

China Current Activity Indicator and GDP

China Current Activity Indicator (CAI) and GDP The China current activity indicator (CAI) suggests a sharp recovery, after a deep contraction in the first quarter. Image: Goldman Sachs Global Investment Research

Total R&D Investment – U.S. vs. China

Total R&D Investment – U.S. vs. China China’s R&D spending exceeds that of the United States, for the first time in history. The gap is expected to widen over time. Image: BofA Research Investment Committee

Economic Growth in China

Economic Growth in China As the chart shows, Chinese growth is worse than in 2008. Image: BCA Research

China GDP Growth Forecast

China GDP Growth Forecast China GDP Growth is expected to be below 4.5% in H1 and should recover sharply. Image: Danske Research

Number of New Coronavirus Cases, China ex-Hubei

Number of New Coronavirus Cases, China ex-Hubei A continued decline in the number of new coronavirus cases from China ex-Hubei province is encouraging. Image: Pantheon Macroeconomics

China Sales Exposure – Euro Stoxx 50 vs. S&P 500

China Sales Exposure – Euro Stoxx 50 vs. S&P 500 Europe equities are more sensitive than the U.S. market, as the exposure of the Euro Stoxx 50 index to China is about twice that of the S&P 500. Image: Goldman Sachs Global Investment Research