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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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External demand began to perk up in late Q4, if you look through the base effects
Bank lending rates follow the MLF down
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
Trade data points to weaker Chinese demand
A hawkish hike from the BoK
In one line: Stronger money growth chiefly driven by fiscal efforts, as banks pull back
Food price growth turns negative once more
Industrial goods inflation wanes further
In one line: Reserves are still growing as the PBoC leans against currency strength
Covid proves less damaging than expected to service sector activity
Domestic demand underpins a consensus-beating reading for Chinese manufacturing
Chinese economic growth faces multiple challenges in 2022
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.
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