China’s Share in Global Exports

China’s Share in Global Exports With China leading the global economic recovery, China’s exports rose 9.9% YoY. Image: J.P. Morgan

Global EPS Growth and South Korean Exports

Global EPS Growth and South Korean Exports Chart suggesting that growth in South Korean exports can help forecast global EPS growth over the next 12 months. Image: BofA Global Investment Strategy

Oil Exporters vs. Importers and Brent Price

Oil Exporters vs. Importers and Brent Price This chart shows the good correlation between oil exporters vs. importers and the price of Brent. Image: Goldman Sachs Global Investment Research

Chinese Exports to EU and U.S.

Chinese Exports to EU and U.S. The impact on Chinese exports to the U.S. could be much worse than 2008. Image: Gavekal, Macrobond