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Asia Key Issues
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Asia Key Issues

The China-US Trade War

9 May 2019 China's Imports are U-Turning, but Exports Still Face Major Headwinds

China's trade surplus collapsed unexpectedly in April, to $13.8B, from a trivially-revised $32.4B in March.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

11 March 2019 Chinese Authorities are Right to be Increasingly Worried about Exports

China's unadjusted trade surplus collapsed in February, to just $4.1B, from $39.2B in January.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

1 March 2019 China's Latest PMIs Give no Reason for Hope Trade Partners Beware

Chinese data still are in the midst of Lunar New Year-related noise, so take February's PMIs with a pinch of salt, even though they ostensibly are adjusted for seasonal effects.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

26 February 2019 A U.S. China Trade Deal is in Sight Trump's Huawei U-Turn is Positive

Nothing is done until it's done, and, in the case of Sino-U.S. trade talks, even if a deal is reached, the new normal is that tensions will be bubbling in the background.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

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

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