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Asia Publications

22 September 2017 Policy Divergence is Back on as the BoJ Stands Pat

By Freya Beamish

The BoJ kept policy unchanged yesterday, with the policy balance rate remaining at -0.1% and the 10-year yield target remaining around zero.

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21 September 2017 Japanese GDP Supported by U.S. in Q3. Domestic Demand Weakening

By Freya Beamish

Exports rebounded sharply in Q3 so far, after the Q2 weakness. This will be a useful boost to GDP growth in Q3, as domestic demand likely will soften.

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20 September 2017 Is China set to Open Further its Financial Sector to Foreigners?

By Freya Beamish

Bloomberg reported on Monday that the PBoC is drafting a package of reforms to give foreign investors greater access to the China's financial services sector. This could involve allowing foreign institutions to control their local joint ventures and raising the 25% ceiling on foreign ownership of Chinese banks.

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19 September 2017 China's Property Market Cools, Downtrend now Established

By Freya Beamish

China's property market continued to slow in August, with prices rising by just 0.2% month-on- month seasonally adjusted, half the July pace.

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18 September 2017 China's Monetary Conditions Herald a Slowdown in GDP Growth

By Freya Beamish

The PBoC probably will start soon to run modestly easier monetary policy, but conditions have been tightening consistently for over a year, so a slowdown in economic growth likely is already locked in.

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15 September 2017 Chinese Consumption and Investment is Weakening in Q3

By Freya Beamish

The Chinese activity data published yesterday were much weaker than expected; growth rates fell resoundingly. Did analysts really get it wrong, or is this just another example of erratic Chinese data?

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14 September 2017 PBoC Pushes Back on RMB Rise. Stability is Still King, for now

By Freya Beamish

The RMB has risen strongly in recent months, initially with the euro and the yen, but China's currency rose on a trade-weighted basis in August.

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13 September 2017 Korean Borrowing Begins to Recover, but the Fed isn't Done yet

By Freya Beamish

Korean credit markets have begun tentatively to recover after the rise in global interest rates at the end of last year.

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12 September 2017 Chinese PPI Overshoots, Inflation has been Sticky but Stable

By Freya Beamish

Chinese PPI inflation surprised analysts with a sharp rebound to 6.3% in August, from 5.5% in July, above the consensus, 5.7%.

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11 September 2017 China's Trade Surplus Edges Lower with net Trade Contributing Little

By Freya Beamish

Chinese exports grew by just 5.5% in dollar terms year-over-year in August, down from 7.2% in July. Export growth continues to trend down, with a rise of just 0.2% in RMB terms in the three months to August compared to the previous three months, significantly slower than the 4.8% jump at the p eak in January.

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