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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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China's Home Price Decline Steepens in October, as Developers Come Under Pressure
China's GDP rebound stronger than expected
Industrial output boosted by unblocking of supply chains
Consumption continues to struggle under zero-Covid policy
Property drags down fixed asset investment
Home prices fall more quickly in existing home market
China trade balance remains large despite slowing export growth
Japan flash manufacturing PMI points to a gloomy outlook
Demand for energy during a heatwave props up industrial output
Strong, but fragile, consumption
Government spending finally lifts FAI
Still no bottom for property
The BoK hiked by 25bp, worried about inflation becoming entrenched.
Alongside the hike, however, the central bank also sounded a more dovish note.
The BoK is finally conceding the downside risks to growth, and we think the cycle has nearly peaked.
Japanese manufacturing and services both slowed this month, according to the flash PMI surveys.
Fading global demand is taking its toll on Japanese manufacturing, after a short hiatus.
Covid is the main headwind for the services sector, but not the only one, so any revival will be brief.
Early Korean export data suggest that global trade is still slowing, particularly if energy is excluded.
China’s Omicron lockdown and reopening distorted the data, but the underlying trend is clear, and grim.
Chinese easing efforts still look inadequate, but the central government is finally stepping in.
China’s property market is still in a tailspin, with no relief visible on the immediate horizon.
The central government still refuses to get involved, and local government resources are inadequate.
Japanese CPI inflation rose again in July, but the BoJ will remain on hold through 2023.
China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence