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 indicators suggest that industrial momentum is strong?

How did the month-over-month changes in December reflect on industrial momentum?

What factors are contributing to the strength of the export engine?

When is it expected that producer prices will return to positive territory?

What does a positive inflation print for the industrial sector indicate about the growth recovery?