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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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We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
The official manufacturing PMI indicates that bottlenecks remain a problem.
China's official manufacturing PMI looks exposed in the context of the recent softening of regional trade flows. Korean 20-day export growth for June slowed to 29.4%...
China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.
Manufacturing PMIs Could Edge Higher this Month
The PBoC's Digital Yuan is Just Another Way of Keeping Control
Only Small Firms Noticed the U.S. Stimulus, so far
Will U.S. Stimulus Show up in China's April PMIs
3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening
2 Mar 2021 China's February PMIs are Better than Billed, but are Softening
PM2.5 Concentrations Help to Fill the Data Hungry Gap
China's official manufacturing PMI was little changed, at 51.9 in December, compared with 52.1 in November.
Industrial production growth in China has peaked, notwithstanding the likely spike in Q1, when the base effects kick in from the Covid- induced shutdowns earlier this year.
Don't get carried away by China's strongest manufacturing PMI in three years; Chinese construction rejoined the party this month, but a return to yesteryear remains...
Small cracks continue to emerge in Chinese industry. While we were away, the official manufacturing PMI for October slipped to 51.4, following the jump to 51.5 in September.
The Bank of Japan yesterday left its -0.10% policy balance rate and ten-year yield target of "around zero" unchanged, as widely expected.
September likely was as good as it will get for Chinese factories this year.
Korea is officially out of recession, with GDP rising by 1.9% quarter-on-quarter in Q3, following the 3.2% plunge in Q2.
Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.
Outright CPI deflation likely already has taken hold in Japan. Friday's data showed inflation falling to zero percent in September, from 0.2% in the previous month.
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