China bears rejoice: if Hong Kong’s exports to China can jump an eye-popping 200 per cent, as they did last month, then mainlanders must still be actively seeking ways to move funds offshore. But bears with a short-term eye beware: it pays to trade what China actually does with its currency — not what its numbers say.
唱空中國者要開心了,如果香港對內地出口能夠像上個月那樣驚人躍升200%,那就說明內地人肯定仍在積極想方設法向海外轉移資金。但短期唱空者要注意:要在匯市交易,最好以中國對人民幣採取的實際行動(而不是數據所反映的情況)爲依據。
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