March 2024 - China+ Chartbook

CHINA+ OUTLOOK

- CHINA’S TWO SESSIONS OFFER ONLY TARGETED STIMULUS
- BOJ EXITS FROM NEGATIVE RATES; NO NEAR-TERM MOVES
- DEMAND FOR HIGH-END CHIPS LIFTS KOREAN EXPORTS

Duncan WrigleyChina+

February 2023 - China+ Chartbook

• - CHINA’S CREDIT DATA OFFER GLIMMERS OF HOPE
• - TOKYO CORE INFLATION DIPS BELOW BOJ’S TARGET
• - NEW PRODUCT LAUNCHES HELP LIFT KOREAN EXPORTS

Kelvin Lam (Senior China+ Economist)China+

January 2024 - China+ Chartbook

• - CHINA WILL STAY THE COURSE, DESPITE SLOWING GROWTH
• - BOJ IS LASER-FOCUSED ON WAGE NEGOTIATIONS
• - KOREAN EXPORTS SHOULD BENEFIT FROM CHIP UPCYCLE

Duncan WrigleyChina+

December 2023 - China+ Chartbook

• - CHINA PRIORITISES RESTRUCTURING OVER GROWTH
• - FALLING INFLATION SHOULD DELAY BOJ TIGHTENING
• - BOK WORRIED ABOUT HIGH HOUSEHOLD DEBT

Duncan WrigleyChina+

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+

October 2023 - China+ Chartbook

CHINA+ OUTLOOK
- CHINA’S INCREMENTAL EASING YIELDS RESULTS
- JAPAN’S SHAKY RECOVERY STRUGGLES TO BROADEN OUT
- KOREAN EXPORTS SHOW TENTATIVE IMPROVEMENT

Duncan WrigleyChina+