Asia Key Issues
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China's September PMIs, most of which were released over the weekend, mark out a clear downtrend in activity since late last year.... More by Freya Beamish
China's once much-talked-about "Belt and Road Initiative" has gradually disappeared from the headlines over the past twelve months.... More by Freya Beamish
Mr. Trump laid out plans yesterday to impose a new 10% tariff on a further $200B-worth of imports from China, to be levied from next week.... More by Freya Beamish
At the time of writing, Mr. Trump reportedly is finalising plans to impose tariffs of up to 25% on a further $200B of imports from China.... More by Freya Beamish
China's Caixin manufacturing PMI edged down to 50.6 in August, from July's 50.8. This clashed with the increase in the official PMI, though the moves in both indexes were modest.... More by Freya Beamish
China's official PMIs were little changed in August, with the manufacturing gauge up trivially to 51.3, from 51.2 in July and the non-manufacturing gauge up to 54.2, from 54.0.... More by Freya Beamish
China and the U.S. are officially to restart trade talks, according to China's Ministry of Commerce, after previous negotiations stalled in June.... More by Freya Beamish
Our view on the trade data last week was that U.S. tariff hikes have caused minimal damage, so far. China's tariff increases on imports to date have resulted in stockpiling, with little evidence in the CPI of any inflationary pressure.... More by Freya Beamish
China's export data shows little impact from trade tensions so far.... More by Freya Beamish
China's PMIs point to softening activity in Q3. The Caixin services PMI fell to 52.8 in July, from 53.9 in June.... More by Freya Beamish
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