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Below is a full list of our China Publications.
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BoJ support has sent monetary aggregates through the roof.
5th Jan 2021 19:00China+
The stickiness of CPI inflation in India in recent months should all but guarantee another quiet meeting for the RBI next week.
22nd Sep 2020 20:10China+
Google's Covid-19 Community Mobility Reports have come raging into fashion in recent weeks, providing a glimpse of the damage done by lockdowns across the world.
29th Apr 2020 08:48China+
The Covid-19 shock to the real economy in China, and now the world, is colossal. Asia is leading the downturn, both because the outbreak started in China, but also because of its...
22nd Mar 2020 20:10China+
Japan's February trade data were a shocker, but not for the reasons we expected, given the signal from the Chinese numbers.
18th Mar 2020 20:10China+
We lack an adjective sufficiently strong to describe China's February activity data.
16th Mar 2020 20:10China+
The Fed's unscheduled 50bp cut on Tuesday opens up some space for Asian central banks to follow suit.
4th Mar 2020 19:10China+
The BoJ held firm, for the most part, during this year's bout of central bank dovishness.
19th Dec 2019 19:10China+
The big question left by the BoJ at yesterday's meeting is how, if at all, they will follow up in October.
19th Sep 2019 20:10China+
We've always said that China's first weapon, should the trade war escalate, is to do nothing and allow the RMB to depreciate.
5th Aug 2019 20:10China+
Yesterday's BoJ statement, outlook and press conference raised our conviction on two key aspects of the policy outlook.
30th Jul 2019 20:10China+
PPI inflation in Asia looks set to go from bad to worse, following June's poor numbers, which showed that the weakness in commodity prices is feeding through quicker than...
10th Jul 2019 20:10China+
We were surprised to see Japan's services PMI edging up to 51.9 in June, from 51.7 in May. We attributed apparent service sector resilience in April and May to the abnormally...
3rd Jul 2019 20:10China+
Major central banks in Asia, particularly those operating in export-oriented economies, have recently been pinning their future policy moves on the prospects of a specific...
25th Jun 2019 20:10China+
In light of Mr. Draghi's Sintra speech, we take this opportunity to give an update on the BoJ's stance, ahead of the meeting on Thursday.
18th Jun 2019 20:10China+
Central bankers globally are full of market- appeasing but conditional statements.
11th Jun 2019 20:10China+
The BoJ until last week had been in wait-and-see mode over China's slowdown, but they finally folded with Thursday's decision.
28th Apr 2019 20:10China+
Last week the Chinese authorities issued a series of new measures to help with bank recapitalisation, and, we think, to supplement interbank liquidity.
25th Jan 2019 05:35China+
At the end of last year, China's Central Economic Work Conference set out the lay of the land for 2019. Cutting through the rhetoric, we think the readout implies more...
2nd Jan 2019 03:27China+
China's official, unadjusted trade data for October grabbed the headlines, as they look great at first glance.
8th Nov 2018 19:10China+
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