17 December 2025 China+ Monitor Japan's wage outlook for 2026 likely to remain uneven

• The BoJ’s regional branches report steady wage-hike expectations for 2026, except at small firms.
• Japan’s December flash PMIs see manufacturing activity reviving but cost pressures mounting.
• The Q4 Tankan finds severe labour shortages, but these have yet to spur an uptick in broad wage growth.

16 December 2025 China+ Monitor China's domestic demand still in the slow lane as policy boost fades

• China’s November activity data point to slowing goods consumption but steady services spending.
• Still-falling fixed asset investment has yet to benefit from the quasi-fiscal-stimulus funding support.
• Policymakers will proceed cautiously on tackling the reasons for the weak demand, amid bright exports.

CHINA+ DATA WRAP 15 December 2025: China's Nov activity data still softening

China's November activity data show goods consumption softening and fixed asset investment worsening

China+ Datanote: Money & Credit, China, November

In one line: still looking for signs of private sector credit demand

China+ Datanote: CEWC, China, December

In one line:signalling confidence, no major course shift

CHINA+ DATA WRAP 8 December 2025: Politburo signals urgency to stabilise demand

Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses

CHINA+ DATA WRAP 1 December 2025: China's domestic demand stalling

RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
Korean manufacturing index treading water

CHINA+ DATA WRAP 28 November 2025: Tokyo inflation slows slightly

Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026