[CONVEX WATCH]
By reviewing the latest manufacturing data from Beijing and it is honestly a bit of a SHOCK to see FACTORY ACTIVITY EXPANDING for the first time this year 2026. Even with the Middle East conflict pushing energy costs higher, China has managed a turnaround by ramping up government spending. My observation is that the AI REVOLUTION is acting as a massive shield for their exports. While the rest of the world economy feels the spreading fallout of the hostilities, the global hunger for high tech components remains IMMUNE to geopolitical pressure. It is a wild dynamic to watch as heavy industry fights against the tide of war driven disruptions.
Disclaimer: Educational content only. Not financial advice.