Asia Document Vault
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Below is a full list of our Asia Publications.
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Japan's trade surplus rebounded to ¥522B in April, on our adjustment, from ¥390B in March, around the same level as the official version, though from a higher base.... More by Freya Beamish
China reportedly has offered President Trump a $200B reduction in its annual trade surplus with the U.S., engineered by increasing imports of American products, among other steps.... More by Freya Beamish
Downward revisions to Japan's Q4 real GDP growth, published on Wednesday, lead us to revisit our main worry over the durability of the recovery; namely, that monetary conditions appear to be signalling a slowdown.... More by Freya Beamish
The Japanese GDP report yesterday contained substantial revisions to Q4. We had expected the Q1 contraction, but the revisions recast the health of the recovery, making the domestic demand performance look much less impressive recently, with the economy struggling since the burst of growth in the first half last year.... More by Freya Beamish
Chinese April retail sales growth slowed sharply in value terms, to 9.4% year-over-year, from 10.1% in March.... More by Freya Beamish
At the end of last year, we highlighted a tail risk that strain in currency basis swaps markets signalled looming yen appreciation.... More by Freya Beamish
China's monetary conditions remain tight, pointing to a substantial downtrend in GDP growth this year and next.... More by Freya Beamish
The re-emergence of Chinese PPI inflation in 2016 was instrumental in stabilising equities after the 2015 bubble burst.... More by Freya Beamish
We have been rigorous in using the word nascent whenever referring to Japan's wage-price spiral.... More by Freya Beamish
China's trade data looked more normal in April. The trade balance rebounded to a surplus of $28.8B in April, from a deficit of $5.0B in March. Exports also bounced back, rising 12.9% year-over-year in April, after a 2.7% decline in March.... More by Freya Beamish
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