CHINA+ DATA WRAP 5 February 2024

Caixin services PMI pointing to slower growth, while output prices are falling.

Japan’s service sector rosier than thought.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Industrial Profits, China, December

China's industrial profits continue to improve in December

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, December

The volatile Caixin PMI is more optimistic than the official measure again

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 2 JANUARY 2024

The volatile Caixin PMI is more optimistic than the official measure again

Korea’s manufacturing activities steady in December

Korean export growth accelerates on a WDA basis 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PBoC Policy Decision, China, December

China keeps lending rates steady

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 20 DECEMBER 2023

China keeps lending rates steady; Japan's exports shrink for the first time in 3 months

Kelvin Lam (Senior China+ Economist)China+

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 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+ 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+ 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+