Asia Document Vault
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In one line: PBoC follows through on RRR cut, as post-lockdown bounce shows signs of disappointing... More by Freya Beamish
No post-lockdown bounce for private services in China... More by Freya Beamish
China's economic targets are AWOL this year, thanks to Covid-19 disruptions to the legislative calendar... and because policymakers seem unsure of what targets to set in such uncertain times.... More by Freya Beamish
Japan's government is sucking out more private funds than it is pumping in. Weak oil prices will continue to pull down Korean inflation in the coming months.... More by Freya Beamish
The Q1 Tankan survey headlines were close to our expectations, chiming with our call for year-over-year contraction in Japanese GDP of at least 2%, after the 0.7% decline in Q4.... More by Freya Beamish
In one line: Caixin suggests March was as bad as February... that's bad... More by Freya Beamish
In one line: Ignore the headline, Korean exports rebounded strongly in March, salvaging Q1... More by Freya Beamish
The Tankan survey reinforces our conviction in a c.2% y/y Q1 contraction in Japanese GDP. Caixin suggests March was as bad as February... that's bad. Ignore the headline, Korean exports rebounded strongly in March, salvaging Q1. Korean business sentiment is sinking to GFC territory.... More by Freya Beamish
China's official PMIs for March surprised well to the upside, cheering markets across Asia.... More by Freya Beamish
In one line: Consensus-beating print merely underscores how bad February was; the economy isn't out of the woods... More by Freya Beamish
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