PM Datanote: Current Account, China, Q4 (Preliminary)

In one line: China’s Q4 current account surplus surges on strong goods exports 

CHINA+ DATA WRAP 11 February 2026: China's PPI reflation remains patchy; CPI falls back on Lunar New Year timing

China's PPI reflation remains patchy; CPI falls back on Lunar New Year timing

PM Datanote: PPI, China, January

In one line: China’s PPI deflation eases further in January, but improvements were patchy.

PM Datanote: Foreign Reserves, China, January

In one line: China’s FX reserves jumped in January on factors beyond valuation effects.

PM Datanote: Foreign Reserves, China, February

In one line: China’s FX reserves rose further in February amid RMB strength, partly driven by exporters repatriating overseas USD proceeds.

PM Datanote: Non-Manufacturing PMI, China

In one line: Property and construction weakness drags China’s non-manufacturing PMI below 50

PM Datanote: Manufacturing PMI, China

In one line: China’s manufacturing PMI slips, as a larger-than-usual post-December festive and pre-LNY demand pullback exposes weak fundamentals.

February 2026 - China+ Chartbook

• - CHINA'S POLICYMAKERS FOCUS ON LONGER-TERM GOALS
• - PM TAKAICHI LIKELY MORE PRAGMATIC THAN FEARED
• - BOK RELIEF AS KRW PRESSURE EASES, FOR NOW

China+ Datanote: Industrial Profits, China, December

In one line: China industrial profits 2025: first positive turn in four years, but the path forward remains challenging

January 2026 - China+ Chartbook

• - CHINA SEES LESS URGENCY TO STABILISE PROPERTY MARKET
• - BOJ WON'T HURRY RATE HIKES, DESPITE SNAP ELECTION
• - BOK LIKELY HOPES TO SQUEEZE IN ONE MORE RATE CUT

China+ Datanote: Loan Prime Rates, China, January

In one line: China’s LPR on hold in January; targeted structural rate cuts unclog credit supply and hopefully induce more loan demand.

CHINA+ DATA WRAP 09 January 2026: China inflation was firmer in December, but sustained reflation remains challenging

In one line: China inflation was firmer in December, but sustained reflation remains challenging

China+ Datanote: Exports, China, December

In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand

China+ Datanote: PPI, China, December

In one line: China’s PPI sees firmer monthly momentum, but sustained reflation remains challenging

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

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

PM Datanote: Industrial Profits, China, November

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

PM Datanote: Loan Prime Rates, China, November

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