Baring's Do Says China's Growth Is Slowing

The video discusses the economic outlook in China, focusing on EPS growth estimates and the impact of PMI data. It forecasts a slowdown in China's growth and highlights the importance of PPI as an indicator of pricing power. The discussion also covers market volumes post-sell-off, investor sentiment, and synchronized global growth despite deceleration.

What is the estimated EPS growth across the region, and why might it be considered optimistic?

• 25% due to strong market recovery

• 20% due to seasonal impacts on PMI data

• 10% due to stable PMI data

• 15% due to increased PPI

Why is the PPI considered important in forecasting EPS growth in China?

• It reflects the employment rate

• It indicates the pricing power of companies

• It measures consumer spending

• It tracks foreign investments

What was the latest PPI reading mentioned in the discussion?

• 6.2%

• 5.0%

• 4.3%

• 3.5%

What are some reasons for the lack of recovery in sell-off volumes in Hong Kong?

• Strong economic growth

• Increased foreign investments

• High inflation rates

• Testimony by Mr. Powell and Chinese New Year

Despite deceleration, what is the overall growth trend of the world economy?

• Synchronized growth

• Declining

• Stagnant

• Unpredictable