China+ Datanote: Money & Credit, China, November

• China’s ebbing money growth is a symptom of soggy credit demand

Duncan WrigleyChina+

China+ Datanote: PPI, China, November

Worsening decline in producer prices is symptomatic of excess supply, amid weak demand at home and abroad

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 DECEMBER 2023: Core inflation steady, despite headline fall

Core inflation indicates steady if sluggish demand, despite worsening headline figure
Worsening decline in producer prices is symptomatic of excess supply

Duncan WrigleyChina+

China+ Datanote : FX Reserves, China, November

• China’s FX reserve jump reflects reduced capital outflow pressure, as the dollar weakens and U.S. yields fall

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 DECEMBER 2023: Chinese exports have bottomed out

China's exports have bottomed out but are set for a weak recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 DECEMBER 2023: Tokyo CPI nears BoJ target rate

Tokyo core inflation excluding fresh food is nearing the BoJ target rate
Japan's services PMI indicates slowing growth
China’s Caixin services PMI ticked up

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, November

The erratic Caixin PMI is more optimistic than the official gauge 

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: Official Manufacturing PMI, China, November

Duncan WrigleyChina+

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+

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+