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+