China+ Datanote: Foreign Reserves, China, December

In one line: China’s FX reserves rise on currency valuation gains as dollar weakens in December

China+ Datanote: Mfg PMIs, China, December

In one line: China’s manufacturing PMIs edges back into expansion, but sustainability remains in question

CHINA+ DATA WRAP 1 January 2026: China's manufacturing and non-manufacturing PMIs rebound, but momentum looks fragile

In one line: China's manufacturing and non-manufacturing PMIs rebound, but momentum looks fragile

6 January 2026 China+ Monitor China's services firms optimistic despite cooling in demand

• The December RatingDog services PMI points to slowing demand but a marked revival in sentiment.
• Firms are reluctant to hire though, and services inflation pressure is muted.
• China has provided more funds for consumer subsidies, though less than this time last year.

December 2025 - China+ Chartbook

• - CHINA SIGNALS 'STEADY AS SHE GOES' POLICY APPROACH
• - JAPAN'S STEADY WAGE-HIKE OUTLOOK SHOULD NUDGE BOJ
• - BOK HOPING FOR RESPITE IN KRW PRESSURE

11 December 2025 China+ Monitor China's inflation print mixed; feeble demand the common thread

• China’s inflation outturn was a mixed bag, with CPIrising but PPI reflation seeming to lose momentum.
• A closer look reveals the CPI jump was due to transient factors, while PPI was dragged down by base effects.
• Weak domestic demand persisted in November, with all eyes on the CEWC for hints on future policy direction.

5 December 2025 China+ Monitor Weak demand keeps Chinese manufacturers' profits from recovering

• China’s industrial-profit recovery stalled in October after emerging from the trough in the summer.
• The deterioration was broad-based, but the slowdown was led primarily by weakness in manufacturing.
• Two of the three industrial-profit drivers worsened, and feeble demand failed to create more revenue.

PM Datanote: Industrial Profits, China, November

In one line: China’s industrial profit recovery stalled as growth driver weaken in October

China+ Datanote: BoK Decision, Korea, November

In one line: Bank of Korea stand pats on better growth prospects, higher inflation trend due to the weak won

China+ Datanote: Flash PMIs, Japan, November

In one line: Japan’s services and manufacturers face worsening inflation dynamics.

PM Datanote: 20 Day Export, Korea, November

In one line: Korea’s WDA 20 day export growth moderates in November despite headline rebound.

PM Datanote: National CPI, October, Japan

In one line: Japan’s inflation and currency backdrop favours policy normalisation, but politics cloud a near-term BoJ hike.

PM Datanote: Loan Prime Rates, China, November

In one line: China holds fire on LPR cuts amid banking NIM compression

PM Datanote: Activity Data, China, October

In one line: China's October activity data show broad-based weakness, despite some positivity on the inflation and profits fronts

PM Datanote: Money & Credit, China, October

In one line: China credit growth softens further in October, pointing to ongoing real economy weakness.

PM Datanote: CPI, China, October

In one line: China’s CPI turns positive in October on stronger-than-expected festive demand

PM Datanote: PPI, China, October

In one line: China’s PPI deflation continues to ease in October, with pockets of good news in involuted industries.

PM Datanote: Current Account Balance, China, Q3 (Preliminary)

In one line: China’s current account surplus widens in Q3 compared to a year ago on record goods exports.

PM Datanote: FX Reserves, China, October

In one line: China’s October FX reserves rise unexpectedly on equity inflows despite dollar strength 

PM Datanote: Exports, China, October

In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU.