PM Datanote: Current Account, China, Q4 (Preliminary)

In one line: China’s Q4 current account surplus surges on strong goods exports 

CHINA+ DATA WRAP 11 February 2026: China's PPI reflation remains patchy; CPI falls back on Lunar New Year timing

China's PPI reflation remains patchy; CPI falls back on Lunar New Year timing

PM Datanote: PPI, China, January

In one line: China’s PPI deflation eases further in January, but improvements were patchy.

PM Datanote: Foreign Reserves, China, January

In one line: China’s FX reserves jumped in January on factors beyond valuation effects.

PM Datanote: Foreign Reserves, China, February

In one line: China’s FX reserves rose further in February amid RMB strength, partly driven by exporters repatriating overseas USD proceeds.

CHINA+ DATA WRAP 9 March 2026: Consumer inflation gets holiday bump

In one line: Consumer inflation gets holiday bump; Producer inflation continued to improve, ahead of oil price surge

CHINA+ DATA WRAP 5 March 2026: China's lower growth target

In one line: China's lower growth target signals priority for structural adjustment over short-term growth

PM Datanote: Non-Manufacturing PMI, China

In one line: Property and construction weakness drags China’s non-manufacturing PMI below 50

PM Datanote: Manufacturing PMI, China

In one line: China’s manufacturing PMI slips, as a larger-than-usual post-December festive and pre-LNY demand pullback exposes weak fundamentals.

February 2026 - China+ Chartbook

• - CHINA'S POLICYMAKERS FOCUS ON LONGER-TERM GOALS
• - PM TAKAICHI LIKELY MORE PRAGMATIC THAN FEARED
• - BOK RELIEF AS KRW PRESSURE EASES, FOR NOW

CHINA+ DATA WRAP 24 February 2026: LPRs unchanged

In one line: LPRs unchanged, with China relying on fiscal policy to support growth

CHINA+ DATA WRAP 13 February 2026: Hints of a coming property policy shift

In one line: Hints of shifting property market policy, as prices extend their decline

CHINA+ DATA WRAP 9 February 2026: Japan's regular pay growth steady

In one line: Japan's regular pay growth steady, as PM Takaichi secures resounding election win

CHINA+ DATA WRAP 4 February 2026: RatingDog services PMI posts a modest gain

In one line: China's RatingDog services PMI posts a modest gain, largely reflecting pre-holiday seasonality

CHINA+ DATA WRAP 2 February 2026: China's manufacturing PMIs diverge

In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector

China+ Datanote: Industrial Profits, China, December

In one line: China industrial profits 2025: first positive turn in four years, but the path forward remains challenging

China+ Datanote: National CPI, Japan, December

In one line: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky

CHINA+ DATA WRAP 22 January 2026: Japan's steady export rebound

In one line: Japan's overall exports rise, despite falling shipments to the US

January 2026 - China+ Chartbook

• - CHINA SEES LESS URGENCY TO STABILISE PROPERTY MARKET
• - BOJ WON'T HURRY RATE HIKES, DESPITE SNAP ELECTION
• - BOK LIKELY HOPES TO SQUEEZE IN ONE MORE RATE CUT

China+ Datanote: Loan Prime Rates, China, January

In one line: China’s LPR on hold in January; targeted structural rate cuts unclog credit supply and hopefully induce more loan demand.