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Introduction
West of Nakamura: The China PMI figure that came in strong and stronger than consensus expectations more importantly, that suggests that this post-COVID recovery underway has legs for now. Watch for potential continued economic uplift out of China as a potential global macro positive force which may very well offset a potential DM downturn or recession. Japan leading the region topics index is up nearly 1%. Heng Seng, Alibaba, JD.com strong for the day.