print-icon
print-icon

The Bull Case For A China Macro Comeback Is Getting Harder To Ignore

Many charts that say China is doing well

Trump is scheduled to visit China on 14-15 May, following the latest US-China trade talks in Paris in March, with bilateral intentions to stabilise ties amid geopolitical and trade tensions. Extension of trade truce, China purchase of US goods, stability of supply chain, the Middle East conflict and Taiwan are likely to be discussed. Here is a cheat-sheet with 16 charts on how China is doing currently from a macro standpoint. The abbreviated Trump summarized version: “many people say it’s holding up well".

 A good start to 2026