ความคิดเห็นเกี่ยวกับผลผลิตภาคอุตสาหกรรมของจีนและหุ้น EM

That's a good point about the commodity exporters. I wonder if the ripple effect might hit other sectors too, or if it's mostly concentrated on resource-heavy economies.

The SSE move is definitely something to watch, but correlating it directly to commodity-exporting EMs might be a stretch without more concrete data. Plenty of other factors are at play beyond just China's industrial output. I'd be cautious about calling weakness "overblown" so early.