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The Headlines Overstate China's Q4 Strength...Covid Response Was No Abenomics Re-Run...The Jury Is Still Out On Korean Exports
20th Jan 2021 09:23China+
China's 2021 Recovery Is Secure...Japan's Covid Struggle Is Far From Over...Korean Exports Have Yet To Flinch...Don't Extrapolate From India's Q3 Rebound
11th Dec 2020 09:39China+
Evidence of export front-loading in China's historic trade surplus
7th Dec 2020 05:18China+
A Quiet End To The Year For Chinese Industry...Jaoan Isn't Immune To A Third Wave Of Covid-19...Watch For A Capex Correction In Korea...The RBI Will Resume Easing Next Year
17th Nov 2020 12:00China+
October is likely to be as good as it gets for Chinese exporters for some time, with Covid-19 sweeping through developed markets once again.
9th Nov 2020 17:00China+
Is China's Recovery Hitting A Ceiling? Japan's Q3 Bounce Was The Easy Part...Expect A Double-Dip In Korean Consumption...India Isn't Out Of The Covid-19 Woods
23rd Oct 2020 11:00China+
Too Soon For China To Claim A Full Recovery...A Tough Start For Japan's New Prime Minister...The Recovery In Korean Exports Is Holding Up, Just...Still No Let-Up In...
21st Sep 2020 05:45China+
The recovery in Korean exports--a key leading indicator for global trade--appears to have stalled in August.
6th Sep 2020 20:10China+
China's Narrow Q3 Bounce Is Warning...Abe's Second Wave Gamble Has Paid Off...But Korea Is Now In The Thick Of It...The RBI Will Resume Easing In October
26th Aug 2020 10:33China+
China's Recovery Will Lose Steam In H2...Tokyo's Second Wave Is Unlike The First, Good...A Capex Correction In Korea Is Imminent...India Is Making Life Harder For Itself
17th Jul 2020 11:22China+
Punchy Q2 Implies A Quieter Q3 In China...Expect A Quieter Secord Half For The BOJ...Korean Exports Look Poised To Turn The Corner..No Bullet Was Dodged In India; Unlock 1.0 Is...
18th Jun 2020 04:45China+
China's Unsustainable V-Shaped Recovery...Japan's Q1 GDP Contraction Is Just A Taster...Korea's Grim April Exports Is A Warning Shot...India's Lockdown Will Kill...
20th May 2020 07:59China+
China's Growing Demand-Supply Mismatch...Three Straight Quarters Of Contraction In Japan...Covid Defeated, But Korea's Economic Hit Isn't Over...An H1 Recession In...
29th Apr 2020 10:54China+
Activity Data Confirm China's Nightmare Q1...Japan In For A Full-Year Contraction...Korea Should Be Able To Avoid A Technical Recession....India's Policymakers Are...
24th Mar 2020 14:00China+
Expect a Rare Q/Q Fall in Chinese GDP In Q1...A Technical Recession In Japan is on the Cards...The Real Hit to Korean Trade will Start This Month...Post-Virus in Oil Will Help...
12th Feb 2020 04:06China+
China: Manuf. Green Shoots; Household Pain...Japan's Fiscal Package Faces Capacity Constraints...Korea's Q4 GDP Bump Is Iffy, But The Recovery Is On...Food Inflation In...
23rd Jan 2020 09:10China+
China Is Stabilising, But Not Yet Recovering...Japan's Fiscal Stimulus Faces Capacity Constraints...No New Year Shock This Time For Korean Workers..India's Q3 Wasn;t A...
18th Dec 2019 09:45China+
China Gets A 2020 GDP Growth Downgrade...Back To The Bad Old Days For Japan...Korea Points To Stabilisation In Global Trade...Plus -4% Inflation Sets Up An RBI Pause
27th Nov 2019 04:00China+
China's Dire Q3 GDP points to Further Easing
31st Oct 2019 11:26China+
The PBOC is hesitant, but the case for an outright rate cut continues to build..
27th Sep 2019 09:30China+
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