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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 firstname.lastname@example.org, or contact your account rep
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Winter has arrived for the northeast Asian economies, hit by faltering domestic and global demand.
Korean exports declined sharply in November, with dramatic drops in shipments to China and Japan.
Manufacturing PMIs show a broad, synchronised cooling in China, Japan and Korea.
PMIs and Korean Exports Point to Marked Weakness in Northeast Asian Economies
Tokyo CPI rises on accelerating food prices
Japan is caught between rising inflationary pressure and slowing growth
The BoK hikes by only 25 basis points, balancing worries about growth and inflation
Japan's CPI Inflation Jumps on Food Price Hikes
Japan Exports Slow in Further Sign of Weakening Global Growth
The BoJ stands fast, despite higher inflation
China's GDP rebound stronger than expected
Industrial output boosted by unblocking of supply chains
Consumption continues to struggle under zero-Covid policy
Property drags down fixed asset investment
Home prices fall more quickly in existing home market
China trade balance remains large despite slowing export growth
Japan flash manufacturing PMI points to a gloomy outlook
The September CPI remained at a an elevated level for Japan and inflation is broadening out
Japanese exports' uptick will falter over winter
Japan’s post-Covid bounce continues
Yen weakness makes itself felt in core inflation
Korean factory output fell further in September
Headwinds build for Japanese manufacturing
Factory activity softened further as Q3 drew to a close
Bad weather weighs on domestic manufacturing
Services recover as Covid recedes
In one line: A long pause for monetary policy, but thinking on the yen is shifting
Doves defiant at the BoJ
China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence