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+ Datanote: Flash PMI, Japan, November

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 NOVEMBER 2023

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Japanese manufacturing activity is hit by fading demand and production

Services activity is holding up, despite sagging new export orders

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+

China+ Datanote : Caixin Manufacturing PMI, China, October

• China’s manufacturing sector hit a soft patch in October

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 NOVEMBER 2023

• China’s manufacturing sector hit a soft patch in October
• Japan’s final PMI points to moderate activity decline
• Korean manufacturing PMI shows leading signs of stabilising demand
• Korean exports rise in October for the first time in 12 months, owing to base effects

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 OCTOBER 2023

• The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024
• China’s fall in manufacturing activity reinforces the need for continued economic support
• China’s infrastructure construction activity is holding up

Duncan WrigleyChina+

PM Datanote: PM Datanote: Manufacturing PMI, Japan, October

• Japanese manufacturing activity continues to decline with no indication of an upturn in demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 OCTOBER 2023: Korean manufacturing still weak

• Korean manufacturing remains weak, despite a deceptive rise in the headline PMI
  Japan’s services sector expands at a slower pace

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, September

• Incremental stimulus is gaining traction, for now

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, September

• China’s manufacturing sector is lifted by targeted support measures

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 OCTOBER 2023: Targeted stimulus props up China

• Targeted stimulus props up China's manufacturing sector
  China’s construction sector has revived
  Japan’s Tankan survey shows strong non-manufacturers' sentiment

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 SEPTEMBER 2023

• The BoJ holds fast, despite persistent inflation challenge
•  Japan’s national consumer inflation is stubbornly elevated
• Japan’s manufacturing activity shrank at the fastest rate in seven month
• Services sector growth decelerates in September

Duncan WrigleyChina+

China+ Datanote: Caixin PMI, China, August

• Caixin PMI Signals Expansion

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 SEPTEMBER 2023: Manufacturing Weakens in Northeast Asia; Caixin PMI Signals Expansion

• China’s Caixin manufacturing PMI signals activity expansion in August
• Korean manufacturing weakens again in August
• Japan’s manufacturing conditions deteriorate
• Korean exports extend their decline

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official PMI, China, August

• Manufacturing activity showing emerging signs of stabilisation as new orders expands for the first time in five months

Kelvin Lam (Senior China+ Economist)China+