What to Expect From China's Trade Numbers

The video discusses the synchronized global growth, particularly in Asia, and its potential positive impact on China's trade outlook. It highlights the moderate increase in capex demand in advanced economies and the recovery of commodity prices, partly due to China's supply-side reforms. These factors are expected to support China's trade growth. However, the video also notes the noise in trade data due to the Chinese New Year. Overall, exports are expected to remain solid, with imports picking up after a decline, supported by strong domestic demand.

What is expected to support China's trade growth this year?

• Moderate increase in capex demand in advanced economies

• Decline in commodity prices

• Reduction in domestic demand

• Decrease in global capex demand

How do China's supply-side reforms impact the trade outlook?

• They discourage business spending

• They have no impact on commodity prices

• They encourage business spending and improve the trade outlook

• They lead to a decrease in trade performance

What factor makes China's trade data for January and February often noisy?

• The varying dates of the Chinese New Year each year

• The lack of domestic demand

• The stable export growth

• The consistent timing of the Chinese New Year

What is the general expectation for China's export growth this year?

• Decline by 5%

• Remain stagnant

• Grow by 8 to 10%

• Decrease by 10%

What is expected to happen to China's imports after the decline in December?

• They will decrease due to weak domestic demand

• They will pick up, supported by solid domestic demand

• They will remain unchanged

• They will continue to decline