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The world’s second largest economy is eyed by many with worries. We dive into the recent data and try to  explain the good, the bad and the ugly before talking about the upcoming week,  overshadowed by the  

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  1. What’s going on in China?:  Lots of data came out and it soothed some investors, but created worries for others.  Are there reasons to be cheerful? How should we look at stimulus? Helicopter money could be used also there. Is China following the Japanese path?
  2. Preview: The  week is dominated by the  Doha Disappointment and perhaps another one from Draghi, but there are also other events.

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