China Property Stocks The sharp decline in Chinese property stocks, reaching levels unseen since the Global Financial Crisis, is worrisome considering the crucial role of the real estate sector in China’s economy. Image: BofA Global Investment Strategy
China Real GDP Growth Forecast The downturn in growth in China may be stabilizing. Image: Goldman Sachs Global Investment Research
China and Mexico as % of U.S. Imports For the first time since 2003, the United States currently imports more goods from Mexico than from China. Will this trend continue? Image: BofA Global Investment Strategy
China Real GDP Growth vs. Current Activity Indicator (CAI) Goldman Sachs forecasts China real GDP growth of 5.4% in 2023 and 4.5% in 2024. Image: Goldman Sachs Global Investment Research
Global Luxury Stocks vs. China Stocks Do luxury stocks still have room to rise? Image: BofA Global Investment Strategy
Nominal Effective U.S. Dollar and China Manufacturing PMI China’s rising manufacturing PMI is bearish for the U.S. dollar. Image: Alpine Macro
China Credit Impulse and Euro to U.S. Dollar (EUR/USD) – Leading Indicator Will EUR/USD peak in mid-2023? Image: Steno Research
Equity – MSCI China Index / MSCI All Country World Index Should investors overweight Chinese stocks? Image: Morgan Stanley Wealth Management
Copper Price vs. China Aggregate Financing Copper prices are expected to rise over the next 10 months, thanks to China’s reopening. Image: Alpine Macro
Chinese Stocks – Nasdaq Golden Dragon China Index Chinese stocks in the U.S. hit a nine-year low. Image: Morgan Stanley Wealth Management
China Unemployment Rate The Chinese unemployment rate rose to 5.8% in March, as lockdowns weigh on economic activity. Image: BofA Global Investment Strategy