China+ Datanote: Caixin Manufacturing PMI, China, November

The erratic Caixin PMI is more optimistic than the official gauge 

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, November

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 NOVEMBER 2023

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Japanese manufacturing activity is hit by fading demand and production

Services activity is holding up, despite sagging new export orders

Kelvin Lam (Senior China+ Economist)China+

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+