China virus check - week ending August 3, 2020

CHINA ADVISORY - Report 04 Aug 2020 by Andrew Collier

Our latest data for economic activity in China showed hopeful signs. There appears to be a bottoming out in many measures, such as metro passenger traffic. We added some data on cinema attendance, for which the results are poor. Obviously, many public indoor activities will take a long time to recover without new methods of business management.

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