CHINA+ DATA WRAP 21 DECEMBER 2023

Korean 20-day exports accelerate on the back of base effects and lumpy shipments of hi-tech vessels and semiconductors

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, November

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2023: Caixin PMI rises

China's erratic Caixin PMI rises
Korean exports are weaker than the headline figure
Japanese manufacturing falters 

Duncan WrigleyChina+

China+ Datanote: BoK Policy Decision, Korea, November

The BoK keeps rates on hold

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 30 NOVEMBER 2023

China's manufacturing PMI is hit by falling demand; the BoK keeps rates on hold

Duncan WrigleyChina+

China+ Datanote: 20 Day Exports, Korea, November

• In one line: Korea’s chip export values grow for the first time in 13 months 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 NOVEMBER 2023

• Korea's Semiconductor Exports Rise for the First Time in 13 Months

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote : Exports, Korea, October

• Korean exports rise in October for the first time in 12 months

Kelvin Lam (Senior China+ Economist)China+

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+