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26 matches for " fai growth":

ASIAN DATA WRAP 15 May 2019 (Publication Centre)

Our caution over China's March industrial production spike was justified. Chinese retail sales growth hits lows. Chinese FAI growth suggests private sector policy loosening isn't working. Japan's M2 growth upturn is a welcome break, but needs to be sustained. Korean unemployment jumps in April, showing the limits of the government's hiring spree.

15 November 2017 Chinese October Activity Data Were Mixed but Will Weaken Over Winter (Publication Centre)

The Chinese activity data published yesterday were a mixed bag, with headline retail sales and production weakening, while FAI growth was stable. We compile our own indices for all three, to crosscheck the official versions.

18 Dec 2019 The BoJ will be Happy to Focus on the Positives this Thursday (Publication Centre)

The BoJ is likely to stay on hold this week for all its main policy settings.

17 September 2018 China's August Activity Headlines are Misleading on Multiple Counts (Publication Centre)

The headlines of China's August activity data are missing the real story in recent months.

17 Sept 2019 China Needs a Rate Cut and an Interim Deal it will Prioritise Rates (Publication Centre)

China's activity data yesterday made pretty uncomfortable reading for policymakers.

18 Nov 2019 A Meaningful Recovery in Chinese Capex Growth is a Distant Prospect (Publication Centre)

China's investment slowdown went from worrying to frightening in October. Last week's fixed asset investment ex-rural numbers showed that year- to-date spending grew by 5.2% year-over-year in October, marking a further slowdown from 5.4% in the year to September.

17 June 2019 China's Economy Faltered in May the New Tariff Hit is yet to Come (Publication Centre)

China's activity data for May were a mixed bag, but they broadly paint a consistent picture of a slowdown in economic growth from the first quarter.

20 Dec 2019 Next Stop for the BoJ, Increase Flexibility of the Framework (Publication Centre)

The BoJ held firm, for the most part, during this year's bout of central bank dovishness.

21 March 2018 China's Fiscal Reforms: Economies of Scale won't Reduce the Deficit yet (Publication Centre)

Premier Li Keqiang rounded out the National People's Congress with his press conference yesterday.

28 November 2017 Chinese Profits Headline Overstates Growth. Private Firms Struggling (Publication Centre)

Chinese industrial profits growth officially edged down to 25.1% year-over-year in October, from 27.7% in September. This is still very rapid but we think the official data are overstating the true rate of growth.

20 November 2018 Japan's Trade will Come Back into Balance, but not Until the New Year (Publication Centre)

Looking through recent supply disruptions, Japan's adjusted trade balance seems likely to remain in the red until the new year.

20 Jan 2020 China's Economy is Stabilising, Weaker than the Headlines Suggest (Publication Centre)

Officially, China's real GDP growth was unchanged at 6.0% year-over-year in Q4; low by Chinese standards, but not overly worrying. Full-year growth was 6.1% within the 6.0-to-6.1% target down from 6.7% last year, also in keeping with the authorities' long-term poverty reduction goals.

17 Dec 2019 Signs of Stabilisation in Chinese Data, but not yet a Recovery (Publication Centre)

China's activity data outperformed expectations in November.

19 Dec 2019 Don't Expect China's LPR to Move Much, if at all, for December (Publication Centre)

The PBoC reduced its 14-day reverse repo by 5bp to 2.65% in a routine operation yesterday.

16 Dec 2019 "Phase One" Picked Low-Hanging Fruit... Now for the Hard Part (Publication Centre)

ate last week, China and the U.S. reached an agreement, averting the planned U.S. tariff hikes on Chinese consumer goods that were slated to be imposed on December 15.

16 Oct 2019 China's Q3 GDP Likely was Dismal, Recovery Still Pending (Publication Centre)

China's official real GDP growth likely slowed to 6.0% year-over-year in Q3, from 6.2% in Q2.

11 January 2018 Chinese Manufacturing Goods Inflation Slows with Commodities (Publication Centre)

Chinese PPI inflation fell to 4.9% in December, from 5.8% in November. The decline was expected, but underneath the slowdown in commodity price inflation, the rate of increase of manufacturing goods prices is slowing sharply too.

12 Nov 2019 China's October Money Data Mean a 2020 GDP Growth Downgrade (Publication Centre)

We have downgraded our 2019 and 2020 China GDP forecasts on previous occasions because monetary conditions have been surprisingly unresponsive to lower short-term rates.

11 Nov 2019 Signs of Stabilisation in Chinese Trade, but don't Get too Excited (Publication Centre)

China's October foreign trade headlines beat expectations, but the year-over-year numbers remain grim, with imports falling 6.4%, only a modest improvement from the 8.5% tumble in September.

13 Nov 2019 Japan's Pending Stimulus Marks a Return to the Bad Old Days (Publication Centre)

PM Abe last week asked the cabinet to put together a package of measures in a 15-month budget aimed at bolstering GDP growth through productivity enhancement, in addition to the shorter-term goal of disaster recovery.

15 September 2017 Chinese Consumption and Investment is Weakening in Q3 (Publication Centre)

The Chinese activity data published yesterday were much weaker than expected; growth rates fell resoundingly. Did analysts really get it wrong, or is this just another example of erratic Chinese data?

14 Nov 2019 Japan's PPI Underscores More Muted Impact of Tax Hike on Prices (Publication Centre)

Japan's PPI data yesterday confirmed that October was a turning point for prices--due to the consumption tax hike--despite the surprising stability of CPI inflation in Tokyo for the same month.

ASIAN DATA WRAP 14 Nov 2019 (Publication Centre)

Slowing FAI growth underscores the urgency for more PBoC easing October was painful and the slowdown in Chinese IP growth is far from over and no, households in China won't come to the economy's rescue. Japan sneaks in a tax hike; GDP data unfazed. Japan's tertiary index jars with the GDP data.

ASIAN DATA WRAP 16 Dec 2019 (Publication Centre)

Judgement pending on Chinese industrial production. Chinese retail sales buoyed by inflation. Chinese FAI growth stable through Q4; local government spending better managed this year. China's housing market still not reached a bottom. Japan's tertiary index plunge is more tax hike than typhoon. Japan's PMIs underline damage from tax hike.

ASIAN DATA WRAP 18 Oct 2019 (Publication Centre)

Chinese quarterly GDP growth was dire. China's industrial production was due an upward correction. China's retail sales data suggest that households took a Q3 battering. China's FAI growth shows no signs of turning. Japan's CPI avoids deflation.

ASIAN DATA WRAP 17 Jan 2020 (Publication Centre)

Steady Q4 GDP growth in China masks respectable q/q rebound. Signs of recovery in China's industrial complex, but for how long? China's households continue to struggle. China's FAI growth shows rebuilding confidence around the Phase One deal. Japan's November tertiary index suggests October plunge was more tax than typhoon. January sees the first of many BoK "holds" this year.

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