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Christophe Barraud, head of discretionary management and research at LIOR Global Partners, highlights that China's factory activity has returned to growth as exports experience a significant boom.
Recent developments indicate strong performance in China's manufacturing sector, driven by rising export demand.
Barraud has recently emphasized the heightened focus on U.S. inflation data as expectations rise for a potential Fed rate hike. He also noted that Samsung and SK Hynix are preparing major investments in artificial intelligence. These developments highlight a range of macroeconomic factors influencing global markets.