Asia Key Issues
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China's money data continued to improve in April, bolstering the economy's recovery prospects.... More by Freya Beamish
India's shocking PMIs for April leave little doubt that the second quarter will be bad enough to result in a full-year contraction in 2020 GDP, even if economic activity recovers strongly in the second half.... More by Freya Beamish
China's export data for April were a mixed bag, to say the least.... More by Freya Beamish
As of last month, Chinese officials were touting RMB 1.6T in savings for companies as a result of a slew of measures announced in response to the Covid crisis.... More by Freya Beamish
The collapse in global demand last month will have derailed China's trade recovery, causing exports to drop unpleasantly month-on-month after the bounce of around 45% in March; the January/February breakdown is not provided, so we can't be sure of the extent of the March rebound.... More by Freya Beamish
Korea's manufacturing PMI fell for a fourth straight month in April, dropping to 41.6, which is the lowest reading since January 2009.... More by Freya Beamish
Korean exports hit a brick wall in April, unsurprisingly, as lockdowns across the non- China world dealt a body blow to demand.... More by Freya Beamish
China's official manufacturing PMI edged down to 50.8 in April, from 52.0 in March. The output sub- index stayed relatively high, inching down only to 53.7 from 54.1, and chiming with our initial take on the industrial production data for March.... More by Freya Beamish
Google's Covid-19 Community Mobility Reports have come raging into fashion in recent weeks, providing a glimpse of the damage done by lockdowns across the world.... More by Freya Beamish
Japan's unemployment rate merely edged up to 2.5% in March, from February's 2.4% rate. It probably will end the year around one percentage point higher, though, with the pain extending through the second half.... More by Freya Beamish
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