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

China+ Datanote: BoJ Decision, Japan, January

In one line: BoJ stands pats in January, but inflation momentum keeps tightening chances intact.

China+ Datanote: Flash PMIs, Japan, January

In one line: Japan’s PMIs jump in January, pointing to firmer labour demand, especially in manufacturing.

China+ Datanote: National CPI, Japan, December

In one line: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky

China+ Datanote: 20-Day Exports, Korea, January

In one line: Korea’s 20-day exports rebound buoyed by base effects; monthly momentum actually slowed in January.

CHINA+ DATA WRAP 30 January 2026: Sharp drop in Tokyo inflation

In one line: Sharp drop in Tokyo inflation largely due to one-off factors; won't change BoJ outlook

30 January 2026 China+ Monitor How Beijing is using diplomacy to expose cracks in Western alliances

• US allies’ visits to China signal geopolitical hedging, but don’t expect genuine economic integration. 
• Beijing appears to be organising these visits to isolate Washington, judging by who initiated the invitations.
• Middle powers are hedging against US unpredictability, but economic fragmentation will lead to higher inflation.

29 January 2026 China+ Monitor China's private-firm sentiment recovers from the tariff shock

• Private firms are turning more optimistic about profits, with good reason, but only in certain sectors...
• ...The AI boom, green energy transition and industrial upgrading are lifting profits for related sectors.
• But Q4 consumer sentiment remained glum, indicating continued sluggish domestic demand this year.

28 January 2026 China+ Monitor China's stock market set to benefit from supportive liquidity conditions

• China’s A-share markets are surging, despite weak private-sector business sentiment and profits…
• …and are likely to continue to benefit from ample liquidity, from retail investors and overseas earnings.
• Regulators would likely intervene, though, if they view the market rise as too fast or overly based on leverage.

26 January 2026 China+ Monitor BoJ resists market pressure to hike rates, ahead of snap election

• The BoJ held rates on Friday, despite rising bond and currency pressure, linked to fiscal policy worries.
• PM Takaichi should emerge from the February 8 election stronger, allowing her to cut taxes.
• The likely tax cut on food will drag inflation by 1pp in 2026, and can be funded from rising tax revenue.

CHINA+ DATA WRAP 22 January 2026: Japan's steady export rebound

In one line: Japan's overall exports rise, despite falling shipments to the US

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: BoK Decision, Korea, January

In one line: Bank of Korea drops its easing bias as currency stability takes priority

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

21 January 2026 China+ Monitor Home provident fund reform no property-market panacea

• Chinese policymakers apparently see little prospect of a short-term residential property-market recovery.
• The home provident fund reform is unlikely to boost property demand, barring a huge funding injection.
• Developer credit risk remains high, as home sales income falls and policy support is adjusted.

20 January 2026 China+ Monitor China's growth dips in Q4, as domestic demand falters

• Policymakers won’t be flustered by the Q4 GDP growth slippage, hit by flagging investment and consumption.
• They can bank on solid export growth, thanks to burgeoning competitiveness in higher-tech products.
• Quasi-fiscal policy support backed by the policy banks is still coming through; more property support is likely.

CHINA+ DATA WRAP 19 January 2026: China's Q4 GDP reports torpid domestic demand

In one line: China's Q4 GDP reports torpid domestic demand versus vibrant industrial output