er6n,
look at the balance of trade as you would a company cashflow statement... if a company presented those month by month figures to me, I would simply say there's a 99.99% certainty that during February of 2014, the company was re-building inventories after months of running down inventories.
So now look at the inventory data for China... and tell us what you see...
ago - $2, page-43
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