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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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Japanese inflation is still rising, and is all but guaranteed to break through its target in April...
...But the BoJ has already indicated it has no intention of changing tack; rates won't rise this year.
Policymakers are flirting with the idea of currency intervention, but Kuroda won't take the lead.
China's currency is finally succumbing to pressure from multiple fronts, and has further to fall.
The renminbi poses a key constraint to PBoC policy, which Beijing will ultimately override.
April export data from Korea show that China's bat- tle with Covid will weigh heavily on global trade.
China's trade surplus enjoyed a final lift in March, as import demand collapsed, and exports rose...
...But look through the seasonal distortions, and exports were weaker than they appeared.
Beijing has promised to offset some of the pain from zero-Covid, but stimulus looks light, to us.
Japan's services PMI rebounded in March, adding to evidence of a domestic recovery in late Q1.
Unfortunately, 2022 has had a slow start, and GDP probably fell in Q1, quarter-on-quarter.
Inflation still isn't behaving as the BoJ would like, but the sands are shifting on the yen.
Korean exports indicate continued strong external demand, despite the January slowdown.
Holiday distortions and base effects weigh on the year-over-year number.
Bottlenecks, and Chinese factory closures, are the main risks to the outlook.
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