(Japan and Singapore march exports to china is down....how does it grow 6.4%???)
China's Growth Story Has Plenty of Holes
https://www.bloomberg.com/opinion/articl...emium-asia
Another thing, Keith, you and I both know you have to take the Chinese numbers with a grain of salt, and maybe a bucket of salt. But just look to China’s trading partners. South Korean exports are down 8% a year over year in March. Germany's Manufacturing PMI was 44.1. That was the worst PMI in Germany since 2012. Japan's Tankan March survey, sentiment of large manufacturers was at a six year low.
(14-04-2019, 05:13 PM)Behappyalways Wrote: ICYMI – Kyle Bass: “Be On A Heightened Sense Of Alert”
https://app.hedgeye.com/insights/74559-i...e-of-alert