China's Factory Inflation Eases to Slowest Since 2016

The video discusses the recent movements of the yuan and the People's Bank of China's (PBOC) actions, including the removal of the CCF factor. It explores the implications of these actions on the yuan's strength and the potential for a more flexible trading regime. The discussion also covers the challenges of trusting economic data from China and the importance of analyzing trends over absolute values. The video concludes with insights into the broader issues faced by fund managers in emerging markets.

What assumptions can be made about the support for the yuan based on the capital flows mentioned?

How does the PBOC's recent action relate to the original path of FX liberalization?

What are the potential next steps for the yuan's trading regime as discussed?

What concerns are raised regarding the reliability of economic data in China?

In what ways do emerging markets face data problems, and how does this affect investment strategies?