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Asia Publications

23 November 2017 Olympics Preparations Should Lift Japan's GDP Growth Next Year

Japan will host the Olympics in 2020 and the preparatory surge in construction investment makes 2017-to-2018 the peak spending period.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

22 November 2017 LEIs Point to Stabilising Japanese Domestic Demand Growth in Q4

Japan's all-industry activity index fell 0.5% month-on- month in September after a 0.2% rise in August. Construction activity continued to plummet, with the subindex dropping 2.3%, after a 2.2% fall in August.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

21 November 2017 Near-term Risks are to the Downside for Japan's Trade Surplus

Japan's official adjusted surplus rose in October but we think the September figure was an understatement. On our adjustment, the surplus was little unchanged at ¥360B in October.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

20 November 2017 PBoC Lets up After Tightening Ahead of Fed Hikes

The PBoC has let up on its open-market operations after allowing bond yields to move higher again in October.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

17 November 2017 Environmental Targets are now the Binding Constraint for China

Chinese policymakers' calls to abandon the obsession with high GDP growth--GDPism--are multiplying.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

16 November 2017 Japanese Domestic Demand Disappoints, but will Rebound

Japanese GDP growth in the third quarter corrected the imbalances of the second. Domestic demand took a breather after unsustainable growth in Q2, while net exports rebounded.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

15 November 2017 Chinese October Activity Data Were Mixed but Will Weaken Over Winter

The Chinese activity data published yesterday were a mixed bag, with headline retail sales and production weakening, while FAI growth was stable. We compile our own indices for all three, to crosscheck the official versions.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

14 November 2017 Slowing Chinese Money Growth Points to Lower PPI Inflation

Chinese monetary conditions have tightened sharply in the past year. Conditions have stabilised in recent months but Fed policy normalisation implies the increase in the money stock should slow again in 2018.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

13 November 2017 Chinese Producer Price Increases Are Finally Slowing

Overall, the Chinese October data paint a picture of continued weakness in trade, with PPI inflation still high but the rate of increase finally slowing.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

3 November 2017 Asian Policy Divergence Can't Continue. PBoC to Fold First

The two major central banks in Asia currently have hugely different aims, causing a policy divergence that won't survive the 2018 rise in external yields.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

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