China's December economic data has significantly exceeded expectations, with notable improvements in both consumer activity and industrial performance, boosting confidence in the economic outlook.
Despite recent stimulus measures, deflationary pressures remain, as indicated by the December CPI showing a mere 0.1% year-on-year increase and ongoing negative PPI results.
While exports surged 10.7% in December, this increase could be attributed to 'front-loaded exports,' aimed at mitigating the impact of tariffs, indicating external sensitivities.
Challenges like rising unemployment and external trade tensions suggest that a 'buy China' strategy must be approached with caution, as conditions vary across sectors.
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