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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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Disparity with Chinese official data driven by falling new orders and employment, and further supply delays
Japanese capex data hints at little revision to GDP
Resumption of Chinese demand lifts Korean trade, but it’s also flattered by lumpy ship exports
The Bank of Korea hiked as expected, taking the policy rate to 1.00%, from 0.75%.
Further hikes were made conditional on a plethora of factors, providing plenty of wriggle room.
We expect a pause until mid-2022, as Covid cases spike, and with an election looming in March.
Fear of Evergrande contagion is dragging the PBoC into liquidity injections; an RRR cut is in the offing...
... But weak GDP growth will also force the Bank to drive market rates lower through OMOs.
The new green plank of BoJ policy struggles on the implementation details.
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