China+ Datanote: Caixin Manufacturing PMI, China, February

Manufacturing sentiment rebounds, despite the brewing trade war

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CHINA+ DATA WRAP 3 March 2025: China sentiment revival despite brewing trade war

Caixin PMI shows manufacturing sentiment rebound, despite the brewing trade war

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4 March 2025 China+ Monitor China's post-holiday activity bounce is hopeful, albeit markedly uneven

• China’s February PMIs point to a post-holiday activity bounce, but also improved sentiment.
• Sentiment in the manufacturing sector revived, thanks to expectations of stronger demand.
• The construction PMI rose on the back of infrastructure project construction work.

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China+ Datanote: Official Manufacturing PMI, China, February

Post-holiday activity rebound, but firms still wary ahead of the Two Sessions and tariff hikes

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China+ Datanote: Official Non-Manufacturing PMI, China, February

 Construction activity rebound looks mainly seasonal; too soon to say if a real infrastructure push is coming

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China+ Datanote: Exports, Korea, February

Outlook still gloomy, after sifting through the holiday data distortions

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China+ Datanote: Tokyo CPI, Japan, February

Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path

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CHINA+ DATA WRAP 28 February 2025: Tokyo inflation slows on energy subsidies

Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path

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3 March 2025 China+ Monitor Politburo signals continuity in policy approach ahead of Two Sessions

• China’s Politburo meeting on Friday signalled a ‘steady as she goes’ approach to economic policy.
• Tokyo consumer inflation fell in February, as energy subsidies brought down energy inflation.
• Fresh food inflation cooled due to seasonal factors, but overall food inflation is likely to pick up in H1.

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