OK, folks. You gotta remember one thing. Chinese data always surges in January and drops in February dramatically. You all forget that it is THEIR NEW YEAR 1 Feb and these folks celebrate it all on an huge scale. Unlike in the States, where we take a couple of days off, they take two whole weeks off and go around the country traveling and celebrating. It is the largest human migration in history with HUNDREDS OF MILLIONS carrening and frolicking about.
The Great Party of the People, in their infinite wisdom, most adequately provide for this all by stocking up and surging production beforehand. So not to worry, when figures come out in February they will have plummented as the hard working customs workers too will have been off and about. It will all even out. Not to worry!
Sentiment: Strong Buy