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Below is a full list of our China Publications.
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China plays a pivotal role in the global inflation outlook.
23rd Dec 2020 19:10China+
September likely was as good as it will get for Chinese factories this year.
28th Oct 2020 14:10China+
Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.
26th Oct 2020 20:10China+
The moderation in PPI deflation in China stalled in December, underscoring the difficulty in returning to the black with slack persisting in the economy.
15th Oct 2020 20:10China+
Japan's economic recovery got back on track this month--just--according to yesterday's flash PMI numbers.
23rd Sep 2020 20:10China+
The momentum in Chinese manufacturing waned in August, with the official manufacturing PMI slipping marginally to 51.0, from 51.1 in July,
31st Aug 2020 20:10China+
Korea's fledgling export recovery seemingly hit a roadblock this month.
21st Jul 2020 20:10China+
China's GDP report for the second quarter sprung an upside surprise, with the economy growing by 3.2% year-over-year--on paper--marking a sharp reversal from the 6.8%...
16th Jul 2020 20:10China+
China's GDP report for the second quarter is due a week from today, and the prevailing wisdom is that the bounce-back was strong enough for headline growth to return to the...
8th Jul 2020 20:10China+
China's economy looks to have shrugged off the supposed "second wave" of Covid-19, sparked by a cluster in Beijing's largest wholesale market for fruit and veg,...
30th Jun 2020 20:10China+
China's post-lockdown recovery broadly has surprised this quarter, particularly in the industrial sector.
15th Jun 2020 20:10China+
Net trade and inventories cushion Korea's historic consumption collapse in Q1. Nasty Japan manufacturing readings, but we can extrapolate light at the end of the tunnel. A...
23rd Apr 2020 08:43China+
The Q1 Tankan survey headlines were close to our expectations, chiming with our call for year-over-year contraction in Japanese GDP of at least 2%, after the 0.7% decline in Q4.
1st Apr 2020 20:10China+
India's GDP report for the fourth quarter surprised to the upside, with the economy growing by 4.7% year-over-year, against the Bloomberg median forecast of 4.5%.
3rd Mar 2020 19:10China+
Once again, Chinese January data released so far suggest that the Phase One trade deal was the dominant factor dictating activity for the first two- thirds of the month, with the...
20th Feb 2020 19:10China+
Wednesday's State Council meeting implies that the authorities are starting to take more serious coordinated fiscal measures to counter the virus threat to the labour market...
19th Feb 2020 19:10China+
India's industrial production data last week are the last set of key economic indicators for the fourth quarter, before next week's Q4 GDP report.
18th Feb 2020 19:10China+
We've continuously warned that Japan's national accounts weren't sitting easily with the underlying signals from survey data, and monetary conditions, through last...
17th Feb 2020 19:10China+
Japan's GDP growth was revised up, to 0.4% quarter-on-quarter in Q3, from 0.1% in the preliminary reading.
9th Dec 2019 19:10China+
The PBoC's quarterly monetary policy report seemed relatively sanguine on the question of PPI deflation, attributing it mainly to base effects--not entirely...
21st Nov 2019 18:50China+
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