Asia Key Issues
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India's consensus-beating GDP report for the first quarter wasn't much to write home about.... More by Freya Beamish
Korea's economy is shaping up largely in line with our expectations for the second quarter, with private consumption recovering, but exports and investment tanking.... More by Miguel Chanco
Manufacturers in China continued to trudge along in May, with their post-lockdown recovery looking increasingly fragile.... More by Freya Beamish
Japan's main activity data for April were massively disappointing, presaging the sharper GDP contraction we expect in Q2, compared with Q1.... More by Freya Beamish
The Monetary Policy Board of the Bank of Korea yesterday voted unanimously to lower its base rate by 25 basis points to a record low of 0.50%.... More by Freya Beamish
The early damage in India from Covid-19 and the nationwide lockdown likely was significant enough to hammer the GDP report for the first quarter, due tomorrow.... More by Freya Beamish
Japan's all-industry activity index dropped by 3.8% month-on-month in March, worse than the 0.7% slip in February.... More by Freya Beamish
We've suspected that China's GDP targeting system was on its last legs for some time now.... More by Freya Beamish
Japan's export data for April unsurprisingly were abysmal, driving a massive deterioration in the trade balance, which flipped from a modest ¥5B surplus in March, to a ¥930B deficit.... More by Freya Beamish
Core machine orders in Japan held up surprisingly well in March, slipping by just 0.4% month-on-month, erasing only part of the 2.3% increase in February.... More by Freya Beamish
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