What are the expectations for export growth out of China in the second half of the year?
JPMorgan's Hui Sees Moderation in China's Export Growth
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The video discusses the market's expectations regarding the yuan and PBOC guidance, highlighting the US dollar's weakness and the yuan's stability. It examines capital outflow trends and their impact on China's economic outlook, focusing on export growth and economic indicators. The video concludes with a future outlook for China's economy, emphasizing the potential for continued strong activity and its implications for risk assets.
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In what ways might the level of activities in China be constructive for risk assets?
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