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Asia Key Issues
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Asia Key Issues

The China-US Trade War

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15 February 2019 Japan's Q4 GDP Growth Looks Poor, but the Details are Better

Japan's 0.3% quarter-on quarter increase in Q4 GDP was disappointing, on the face of it, after a downwardly-revised 0.7% fall in Q3.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

31 January 2019 Japanese Retail Sales Demand a Q4 Private Consumption Upgrade

The value of Japanese retail sales bounced back strongly in December, rising 0.9% month-on-month, after a 1.1% drop in November.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

15 January 2019 China's Trade Data will get Nastier but Expect a V-Shaped Recovery

China's December foreign trade numbers were unpleasant, with both exports and imports falling year-over-year, after rising, albeit slowly in November.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

9 January 2019 Positive Signs so far, After China and the U.S. Resume Trade Talks

The first round of trade talks between the U.S.and China kicked off in Beijing on Monday, marking the first face-to-face meeting between the two sides since Presidents Donald Trump and Xi Jinping struck a "truce" in December.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

3 January 2019 China's PMIs Deteriorate What are the Positives Amid the Gloom

China's Caixin manufacturing PMI doused hopes of turning over a January new leaf; it dropped to 49.7 in November, from 50.2 in December.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

2 January 2019 China to Turn up the Stimulus in 2019, but Constraints Remain

At the end of last year, China's Central Economic Work Conference set out the lay of the land for 2019. Cutting through the rhetoric, we think the readout implies more expansionary fiscal policy, and a looser stance on monetary policy.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

2 October 2018 PMIs Show China is Slowing Risks of a Government Overreaction

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

Region: Asia   Publication:  Monitor Daily  Download

21 September 2018 China's Belt and Road Initiative is Likely to Undergo a Major Rethink

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

Region: Asia   Publication:  Monitor Daily  Download

19 September 2018 Tariffs Could have been Worse Have we Reached Peak Pain for this Year

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

Region: Asia   Publication:  Monitor Daily  Download

11 September 2018 The Trade Wars are Neutral in China's Trade Surplus, so far

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

Region: Asia   Publication:  Monitor Daily  Download

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