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Search Results: 17
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ASIAN DATA WRAP 16 Sept 2019 (Publication Centre)

China's industrial production growth downtrend worsens. China's retail sales dragged down by autos but boosted as people spend more at home. China's fixed asset investment growth slows despite greater support from infrastructure.

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 July 2018 Are we Convinced by China's Q2 Official GDP Growth Story (Publication Centre)

Chinese real GDP growth reportedly edged down to 6.7% year-over-year in Q2, from 6.8% in Q1.

18 April 2019 China can only Disappoint in Q2, after March and Q1 Data (Publication Centre)

China's real GDP growth was unchanged at 6.4% year-over-year in Q1, above the consensus for a slowdown to 6.3%.

20 October 2017 Chinese Q3 Real GDP Growth was Stable but Below the Official Print (Publication Centre)

On the official gauge, China's real GDP growth fell minimally to 6.8% year-on-year in Q3, from 6.9% in Q2. Growth edged down to 1.7% quarter-on-quarter from an upwardly revised 1.8% in Q2.

4 February 2019 Brazil's Q4 Industrial Weakness was Offset by Robust Consumption (Publication Centre)

Brazil's December industrial production and labour reports, released late last week, confirmed that the recovery was struggling at the end of last year.

23 October 2018 China's Retail Sales Show that Tax Reductions were Badly Needed (Publication Centre)

China's September activity data, released at the end of last week, back up our claim that GDP growth weakened in Q3, on a quarter-on-quarter basis.

22 October 2018 China's Q3 GDP Growth was Much Weaker than the Headline Rates (Publication Centre)

China's real GDP growth officially slowed to 6.5% year-over-year in Q3, from 6.7% in Q2.

17 January 2019 Chinese GDP Growth Likely Remained Weak in Q4 (Publication Centre)

China's GDP data--to be published on Monday-- are likely to report that growth slowed to 1.4% quarter-on-quarter in Q4, from 1.6% in Q3. A 1.4% increase would match the series low of Q1 2016.

17 December 2018 China's Activity Data for November were Poor... the Worst is yet to Come (Publication Centre)

We had expected the batch of Chinese data released at the end of last week to disappoint.

13 December 2018 China's November Activity Data are Set to Disappoint (Publication Centre)

China's October activity data showed signs of the infrastructure stimulus machine sputtering into life. Consensus expectations appear to hold out for a continuation into November, but we think the numbers will be disappointing.

12 July 2019 What's Behind China's Likely 0.2pp Slippage in Q2 Real GDP Growth (Publication Centre)

China's Q2 official GDP growth, to be released on Monday, likely slowed to 6.2% year-over-year, from 6.4% in Q1.

13 July 2018 China's Official Real GDP Growth will Paint a Muddled Picture for Q2 (Publication Centre)

Official, real GDP growth was low in Q1, at 1.4% quarter-on-quarter, down from 1.6% in Q4.

15 Aug 2019 Mr. Trump Takes a Dose of Reality on Tariffs, but is he Narrativising HK (Publication Centre)

Nobody has a monopoly on "the truth".

15 March 2019 China's Activity Data Aren't as Bad as they Look on the Surface (Publication Centre)

The headlines of China's main activity gauges paint a dreary picture of the start of the year, implying a slowdown.

15 June 2018 The PBoC Throws Out the Housekeeping Growth is Slowing (Publication Centre)

The PBoC has left rates unchanged, so far, in the wake of the Fed hike.

16 Aug 2019 China is in for a U-Shaped Recovery H2 Activity will remain Tepid (Publication Centre)

China's July activity data pretty categorically wiped out any false hopes of a V-shaped recovery, after the June spike.

Consistently Right

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