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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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Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's.
Japan has been a laggard in the vaccine race, with the virus keeping the economy on a weak footing into this quarter and the next.
China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted
Industry and Capex are Losing Steam, the Retail Wobble is Nothing
What will Happen When Services Really get Going?
Exports are Softening, but a More Serious Correction is in the Cards
The PBoC's Digital Yuan is Just Another Way of Keeping Control
Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade
The Caixin services PMI fell to 51.5 in February, from 52.0 in January.
24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up
Japan's Q4 GDP Print is Liable to be Revised Down
Japan's GDP Growth Likely Slowed in Q4, Before a Q1 Contraction
Japan's State of Emergency Means a Q1 GDP Decline
BoJ support has sent monetary aggregates through the roof.
Business sentiment in Japan continues to recover in the current quarter, with the main Tankan indices surprising to the upside.
As we head into 2021, a number of potential surprises--both positive and negative--could throw our full-year forecasts for Asia out of whack early in the year.
Japan's GDP rebound in Q3 was upgraded to 5.3% quarter-on-quarter, from 5.0% in the preliminary report, representing a marginally sharper recovery from the revised 8.3%...
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