CHINA+ DATA WRAP 30 NOVEMBER 2023

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

Duncan WrigleyChina+

CHINA+ DATA WRAP 27 NOVEMBER 2023

The slower than expected improvement in industrial profits was likely due to base effects and faster rise in operating costs

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash PMI, Japan, November

Duncan WrigleyChina+

November 2023 - China+ Chartbook

• - CHINA USES TARGETED STIMULUS TO PROP UP GROWTH
• - BOJ SIGNALS READINESS TO EXIT EASY POLICY
• - BOK WILL BE LATE TO THE PARTY

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PBoC Policy Decision, China, November

• China's lending rates on hold as fiscal policy takes the leading role

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 NOVEMBER 2023: Lending rates on hold

• China's lending rates on hold as fiscal policy takes the leading role

Duncan WrigleyChina+

CHINA+ DATA WRAP 16 NOVEMBER 2023

• Japan’s export growth moderated in October on softer demand from key markets
• China’s house price fall steepened in October, with renewed price fall observed in tier-one cities

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 NOVEMBER 2023: Chinese economy is steady in October

• Chinese domestic demand is buttressed by fiscal support
• Japan's weak Q3 GDP adds to the BoJ's headaches

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, October

• Stepped-up government bond issue stabilises credit growth against property sector downdraft

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 NOVEMBER 2023

• China resumes consumer price deflation in October and is dragged down by food and core prices 
• Producer prices fall at a faster pace, thanks to volatility in global energy and commodity prices

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote : PPI, China, October

• Producer prices fall at a faster pace, thanks to volatility in global energy and commodity prices

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote : FX Reserves, China, October

• China FX reserves fall for the third straight month as capital outflow continues

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 NOVEMBER 2023: Chinese exports continue to fall

• Falling Chinese exports indicate weak global demand; Japanese wages pick up slightly

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 6 NOVEMBER 2023

• Japan's services sector is slowing

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 3 NOVEMBER 2023: China's services sector rebound is stalling

• China's services sector rebound is stalling

Duncan WrigleyChina+