Global environment:
Cycles:
- Economy:
Chinese economy:
The million dollar question is when Chinese economy could rebound. Economy is driven by many forces. Major forces are supply and demands. Since the link between demands and supply is currency+credit. So currency+credit would be a proxy of economy status.
Supply is mainly driven by cyclical forces and shocks. Cyclical forces include 1. technology, 2. facility, 3. worker, 4. material, 5. other resources; Shockes include: 1. natural disasters, 2. pandemic， 3. war, 4. political conflicts;
The normal indicator for economy is GDP.
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