October was not good for the nerves. Inevitably it led to a desperate search for data to show the extent of China’s slowdown. This might be wise in other markets but we would urge restraint in jumping to too many conclusions when it comes to China. For apart from questions over the veracity of China’s data, there is always the importance of the context. We cover a lot of data, some clearly less reliable than others, so we have selected a Baker’s Dozen of better data series.

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