China trade data not the most important consideration for investors: Investment firm

Andy Rothman, CIO at Matthews Asia, says "we need to remember that China is now a domestic demand story."

[@sunnywu2464]

Simple strategy in China. If cheap goods are available from the US (or any countries), then buy them. If the US refuses to sell, then make them, although at higher cost.

[@fredfrond6148]

So their “overcapacity” will result in deflation.

[@phillip76]

This narrative of overcapacity has be disproved by recent study that shows for overcapacity only occur in property industries.