External broker reports(aggregated public sources), ABN AMRO

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External broker reports(aggregated public sources)

China Economics: Don't Celebrate the Good PMIs Just Yet

China Economics: Headwinds Remain Despite Rosy GDP Figures

China Economics: Expect Few Changes in Third Plenum

Macroeconomics

<ul><li>This morning, the first set of hard Chinese activity data for 2024 were published.</li><li>Typically, these activity data are combined for January and February due to the Lunar New Year (LNY) break, and published in March.</li><li>On balance, the data came in stronger than expected, but illustrated remaining imbalances. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

This morning, the first set of hard Chinese activity data for 2024 were published.Typically, these activity data are combined for January and February due to the Lunar New Year (LNY) break, and published in March.On balance, the data came in stronger than expected, but illustrated remaining imbalances. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

China - Latest data confirm supply side strength, demand weakness