Asia Document Vault
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Below is a full list of our Asia Publications.
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China's Unsustainable V-Shaped Recovery...Japan's Q1 GDP Contraction Is Just A Taster...Korea's Grim April Exports Is A Warning Shot...India's Lockdown Will Kill Q2, Despite Relaxation... More by Freya Beamish
The PBoC is standing firm for now, but adjustments will be needed; Japan's machinery orders are defying gravity; gravity always wins in the end... More by Freya Beamish
The annual National People's Congress meeting of China's legislature will get underway at the end of this week, after delay due to the Covid outbreak.... More by Freya Beamish
Japan's economy contracted by 0.9% quarter-on- quarter in Q1, following a downwardly-revised 1.9% plunge in the previous quarter.... More by Freya Beamish
China's two-tier post-lockdown economic revival continued in April. Industrial production beat expectations easily, rising by 3.9% year-over-year, after slipping by 1.1% in March.... More by Freya Beamish
Chinese production surprises in April, as catch-up growth and inventory build continue; Disappointing sales headline in China masks respectable short-term trends; Recovery in secondary investment in China still lagged behind tertiary capex; PPI deflation has largely bottomed out, but don't expect a quick exit... More by Freya Beamish
Japan's GDP likely dropped by 1.1% quarter- on-quarter in the first quarter, even from the favourable Q4 base, when it fell by 1.8%.... More by Freya Beamish
BoJ programmes are propping up M2 growth; Japan's machine tool orders tumble will get worse before better... More by Freya Beamish
Korea's unemployment rate was unchanged in April, at 3.8%, beating even our below-consensus forecast for only a minor uptick, to 3.9%.... More by Freya Beamish
Surprise stability in Korea's unemployment rate won't last. Risks to Japan's current account surplus are weighted to the downside... More by Freya Beamish
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