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Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 months please email email@example.com, or contact your account rep
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Manufacturing props up Q4 growth as quarterly momentum improves
Industrial production sprints into the finish
Property was still a hefty headwind in December
A terrible month for the consumer
A modest policy salve
Japanese exports jumped in November, amidst signs of reduced supply chain pressures.
Unfortunately, the outlook for December is dimming, thanks in part to Chinese Covid policy.
Omicron is set to renew supply disruptions, just as they were easing, but it will also weaken demand.
November's data are a mixed bag, but investment weakness, led by property, is the main concern.
Infrastructure should begin to offset property soon, but manufacturing faces its own challenges.
Omicron has entered China, and will intensify the cycle of zero-Covid lockdowns.
The property sector slowdown intensified in November
Investment struggles, led by real estate
Industrial production improves but still underwhelms
The Singles Day hangover hits retail sales
Liquidity day from the PBoC
Japan's Tankan survey points to an improvement in Q4, particularly outside manufacturing.
Success in containing Covid, for now, has boosted the services sector, and smaller firms are reviving.
Inflationary pressures continued to build in Q4, but will not disturb BoJ policy yet.
A final hurrah for coal before the price caps bite
Fixed asset investment pulled down by property
Industry’s turnaround is built on a narrow base, but it should broaden
Retail sales are likely enjoying a false dawn
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