China’s Industrial-Side Momentum Is Strong: JPMorgan’s Wang

The video discusses the strong momentum in the industrial sector, highlighting a 1% month-over-month increase in December. It emphasizes the role of the export engine, especially in the context of global shutdowns and shortened Chinese New Year holidays, as a key driver of growth recovery. The speaker predicts that producer prices will return to positive territory by mid-year, with a 3-4% year-over-year increase expected. The overall outlook for 2021 is positive, with healthy inflation indicating a solid, broad-based recovery.

What was the month-over-month increase in industrial momentum in December?

• 1%

• 2%

• 1.5%

• 0.5%

What factor is contributing to the strong export engine driving growth recovery?

• Extended Chinese New Year holidays

• Shutdowns in other parts of the world

• Global economic stability

• Increased domestic demand

By when does the speaker expect producer prices to return to positive territory?

• By mid-year

• In the next quarter

• By the start of the next year

• By the end of the year

What is the expected year-over-year rise in the producer price index by mid-year?

• 1-2%

• 2-3%

• 3-4%

• 4-5%

What does the speaker consider a healthy sign of growth recovery?

• Negative inflation print

• Positive inflation print

• Decreased industrial momentum

• Stagnant producer prices