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If you liked this Short, you might also like Understanding China's Economic Indicators: Translating the Data into Investment Opportunities (9780132620192) by Thomas M. Orlik. Available in print and digital formats.
What every investor must know about China’s monthly economic data: how to assess both its accuracy and its broader implications.
China’s economic data moves markets. The National Bureau of Statistics monthly data on industrial value added, fixed asset investment, retail sales, and consumer prices is eagerly awaited by investors. In the run up to release, the markets and press are awash with rumors. All this ferment raises one obvious question: How reliable is China’s high frequency economic data?