Asia Document Vault
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Yesterday's State Council meeting significantly expanded support to the economy, through a number of channels.... More by Freya Beamish
In our Webinar--see here--we laid out scenarios for Chinese GDP in Q1 and for this year.... More by Freya Beamish
The Monetary Policy Board of the Bank of Korea is likely to keep its benchmark base rate unchanged, at 1.25%, at its meeting this week.... More by Freya Beamish
Japan's January PMIs sent a clear signal that the virus impact is not to be underestimated. The manufacturing PMI fell to 47.6 in February, from 48.8 in January, contrasting sharply with the rising headlines of last week's batch of European PMIs.... More by Freya Beamish
Once again, Chinese January data released so far suggest that the Phase One trade deal was the dominant factor dictating activity for the first two- thirds of the month, with the virus becoming a real consideration only in the last third.... More by Freya Beamish
Wednesday's State Council meeting implies that the authorities are starting to take more serious coordinated fiscal measures to counter the virus threat to the labour market and to banks.... More by Freya Beamish
India's industrial production data last week are the last set of key economic indicators for the fourth quarter, before next week's Q4 GDP report.... More by Freya Beamish
We've continuously warned that Japan's national accounts weren't sitting easily with the underlying signals from survey data, and monetary conditions, through last year.... More by Freya Beamish
Data on air quality in China provide some useful insights into the economic disruptions--or lack thereof--caused by the outbreak of the coronavirus from Wuhan and the government's aggressive containment measures.... More by Freya Beamish
Japan's GDP likely dropped by a huge 0.9% quarter-on-quarter in Q4, after the 0.5% increase in Q3, with risks skewed firmly to the downside.... More by Freya Beamish
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