PM Datanote: Exports, China, October

In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU. 

PM Datanote: RatingDog Manufacturing PMI, China, October

In one line: China’s RatingDog PMI slips as export orders fall sharply in October amid renewed US trade tensions

China+ Datanote: Official Non-Mfg PMI, China, November

In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening

China+ Datanote: Official Mfg PMI, China, November

In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.

November 2025 - China+ Chartbook

• - CHINA LIKELY TO FOCUS ON EBBING DOMESTIC ACTIVITY
• - BOJ DECEMBER RATE HIKE BACK ON THE TABLE
• - KOREA’S CONSUMER CONFIDENCE REBOUND

CHINA+ DATA WRAP 5 November 2025: RatingDog PMI points to efficiency gains

Efficiency gains help profits but hurt labour demand

CHINA+ DATA WRAP 31 October 2025: Modest rise in inflation won't shock BoJ

Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry

October 2025 - China+ Chartbook

• - CHINA DOUBLING DOWN ON MANUFACTURING-LED MODEL
• - JAPAN’S NEW PRIME MINISTER LIKELY TO MODERATE POLICY
• - BOK SHOULD LEAN TOWARDS EASING IN NOVEMBER

China+ Datanote: Foreign Reserves, China, September

In one line: China’s FX reserves edge higher, supported by portfolio inflows and persistently strong trade surplus.

China+ Datanote: Industrial Profits, China, August

In one line: China’s industrial profit rebound lacks breadth, with only seven industries show accelerating positive gains.

CHINA+ DATA WRAP 30 September 2025: Modest manufacturing improvement in PMIs

In one line: Manufacturing sector improved ahead of investment stimulus