Poll Sees China's Jan. MFG PMI at 51.6

The transcript discusses the impact of the Chinese New Year on PMI numbers, highlighting the potential for messy data due to seasonal effects. It examines China's economic performance, noting regulatory tightening and risks like shadow banking and housing sector issues. The conversation also touches on trade concerns and global protectionism, particularly in relation to the US's strategy. Finally, it provides a PMI forecast, suggesting that financial tightening will affect the economy, with small and medium enterprises facing challenges due to high interest rates.

What is a common issue with PMI numbers around the Chinese New Year?

• They are always accurate.

• They tend to be messy.

• They show a decline.

• They are not released.

Which sector is a primary concern due to regulatory tightening in China?

• Agriculture

• Tourism

• Technology

• Housing

What external risk is mentioned as a challenge for China's economy?

• Natural disasters

• Cybersecurity threats

• Global protectionism

• Climate change

What is the expected PMI value according to the survey?

• 51.6

• 51.4

• 50.0

• 52.0

What challenge do small and medium-sized enterprises face due to high market interest rates?

• Increased competition

• Regulatory hurdles

• Lack of skilled labor

• Difficulty accessing cheap money