China+ Datanote : Caixin Manufacturing PMI, China, October

• China’s manufacturing sector hit a soft patch in October

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 NOVEMBER 2023

• China’s manufacturing sector hit a soft patch in October
• Japan’s final PMI points to moderate activity decline
• Korean manufacturing PMI shows leading signs of stabilising demand
• Korean exports rise in October for the first time in 12 months, owing to base effects

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 OCTOBER 2023

• The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024
• China’s fall in manufacturing activity reinforces the need for continued economic support
• China’s infrastructure construction activity is holding up

Duncan WrigleyChina+

PM Datanote: PM Datanote: Manufacturing PMI, Japan, October

• Japanese manufacturing activity continues to decline with no indication of an upturn in demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 OCTOBER 2023: Korean manufacturing still weak

• Korean manufacturing remains weak, despite a deceptive rise in the headline PMI
  Japan’s services sector expands at a slower pace

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, September

• Incremental stimulus is gaining traction, for now

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, September

• China’s manufacturing sector is lifted by targeted support measures

Duncan WrigleyChina+

PM Datanote: Caixin Manufacturing PMI, China, July

•  The July Caixin PMI concurs with official PMI in indicating a fall in Chinese manufacturing activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 AUGUST 2023: Manufacturing is Soft Across Northeast Asia

Duncan WrigleyChina+

PM Datanote: Official Manufacturing PMI, China, July

• Dismal export demand is a drag on flagging manufacturing activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 JULY 2023: Chinese Recovery is Faltering, Especially Construction Activity

Duncan WrigleyChina+

PM Datanote: Flash Manufacturing PMI, Japan, July

• Weakening manufacturing drags on Japan’s H2 outlook

Duncan WrigleyChina+

PM Datanote: Caixin Manufacturing PMI, China, June

• Caixin manufacturing PMI points to slowing growth in demand and supply

Duncan WrigleyChina+

PM Datanote: Official Manufacturing PMI, China, June

• Chinese Manufacturing is Hit by Soft Demand

Duncan WrigleyChina+

PM Datanote: Flash Manufacturing PMI, Japan, June

• Japan’s headline manufacturing PMI falls below 50 again

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 JUNE 2023: Japanese Manufacturing Falters as Inflation Slows

Duncan WrigleyChina+

PM Datanote: Caixin Manufacturing PMI, China, May

• Caixin PMI indicates manufacturing growth, but only in certain sectors

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 JUNE 2023: Caixin PMI Points to China's Fragile Recovery

Duncan WrigleyChina+

1 June 2023 China+ Monitor China's Uneven Reopening Recovery is Spluttering, Everywhere

• China’s official manufacturing PMI posted a second straight sub-50 reading in May.
• Weak demand at home and abroad is pulling down activity and prices in manufacturing, as well as...
• ...Non-manufacturing, which also saw new orders plunge below 50 in May, despite robust activity.

Duncan WrigleyChina+

PM Datanote: Official Manufacturing PMI, China, May

• Manufacturing activity declines for a second month, pulled down by weak demand

Duncan WrigleyChina+