China+ Datanote: Official Non-Manufacturing PMI, China, February

 Construction activity rebound looks mainly seasonal; too soon to say if a real infrastructure push is coming

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, February

Outlook still gloomy, after sifting through the holiday data distortions

Duncan WrigleyChina+

China+ Datanote: BoK Decision, Korea, February

Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 February 2025: Governor Rhee signals more rate cuts

Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today

Duncan WrigleyChina+

China+ Datanote: 20-day Exports, Korea, February

Korean working-day exports fell due to holiday effects; surging auto exports points to front-loading

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 February 2025: Japan's consumer inflation surges

Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge

Duncan WrigleyChina+

February 2025 - China+ Chartbook

• - CHINA’S CONSUMER SPENDING WILL SLOW POST-HOLIDAY
• - JAPAN’S DOMESTIC DEMAND STILL TRAILING NET EXPORTS
• - BOK LIKELY TO RESUME CUTS, DESPITE POLITICAL MESS

Duncan WrigleyChina+

China+ Datanote: LPR, China, February

China's lending benchmark rates left unchanged

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 February 2025: Lending rates unchanged

PBoC waiting for the trade war to heat up

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 February 2025: Japan's real export growth below headline

China's residential price decline steady in holiday season
Japan's real export growth less impressive than headline

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, January

Overall credit growth still relatively sturdy, thanks to robust government bond issuance  

Duncan WrigleyChina+

China+ Datanote: PPI, China, January

Producer prices extend their decline with broad price falls

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 February 2025: Headline inflation buoyed by holiday spending

China's headline consumer inflation buoyed by holiday travel and spending; underlying trend still weak for both consumer and producer prices

Duncan WrigleyChina+

China+ Datanote: Foreign Reserves, China, January

China’s foreign reserves rose in January, likely on the back of export front loading ahead of tariff risks

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 February 2025: China's Caixin services activity slows

China's Caixin services activity slows, but sentiment improves
Japanese wages enjoy year-end bonus boost

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, January

In much better shape than the headline suggests

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, January

Caixin PMI holds up better than official index

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 February 2025: Caixin PMI holds up better than official PMI

China's Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape

Duncan WrigleyChina+

January 2025 - China+ Chartbook

• - CHINA’S Q4 ACTIVITY BUMP IS LIKELY TO FADE
• - BOJ IS KEEN TO NORMALISE RATES
• - BOK IS LIKELY TO RESUME CUTS, DESPITE POLITICAL MESS

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Loan Prime Rates, China, January

China's benchmark lending rates unchanged, as PBoC puts immediate focus on currency stability

Duncan WrigleyChina+