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. 

PM Datanote: RatingDog Manufacturing PMI, China, October

In one line: China’s RatingDog PMI slips as export orders fall sharply in October amid renewed US trade tensions

PM Datanote: Manufacturing PMI ,Korea, October

In one line: Renewed weakness in Korean manufacturing sector in October; Trade/ investment deal eases outlook risks 

PM Datanote: Exports, Korea, October

In one line: Semiconductors and South America shipments drive Korea’s WDA export rebound.

China+ Datanote: Exports, Korea, November

In one line: Korea’s resilient November exports powered by robust semiconductor demand

China+ Datanote: Official Non-Mfg PMI, China, November

In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening

China+ Datanote: Official Mfg PMI, China, November

In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.

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

28 November 2025 China+ Monitor BoK signals end of easing cycle, as it raises growth and inflation outlook

• Bank of Korea remained on hold in November, citing a stronger growth and inflation outlook and a weak KRW. 
• The accompanying statement dropped “easing stance” wording, amid a reduced easing bias on the MPB.
• While staying open to possible cuts, the chance of a January move is lower, likely pushed back to February.

27 November 2025 China+ Monitor China's consumption promotion plan flatters to deceive

• China’s new promotion scheme to raise consumption issued yesterday is old wine in new wineskins.
• The scheme focuses on boosting supply, without addressing the root causes of dull consumer demand.
• Bright spots amid the gloom include rising spending on consumer services, like sports and tourism.

China+ Datanote: Exports, Japan, October

In one line: exports hold up ahead of row with China

20 November 2025 China+ Monitor China's residential market still has a way to go until recovery

• China’s residential property market is weakening again, in the absence of robust new policy support.
• Broad inventory needs another 18 months to bottom out, but even that depends on sentiment stabilising.
• A modest rise in land sales this year, albeit from a very low base, is a flickering ray of light.

18 November 2025 China+ Monitor Japan's growth streak ends, as exports and property investment fall

• Japan’s Q3 GDP shrank, hit by weaker net exports, a slower inventory rise and falling residential investment.
• The government aims to secure a larger supplementary budget than in 2024, leading to bond-market worries.
• The diplomatic spat with China over Taiwan could put a 0.3pp dent in GDP growth if Chinese tourism stops.

CHINA+ DATA WRAP 17 November 2025: Japan's GDP fell in Q3

Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient