CHINA+ DATA WRAP 7 DECEMBER 2023: Chinese exports have bottomed out

China's exports have bottomed out but are set for a weak recovery

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, November

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2023: Caixin PMI rises

China's erratic Caixin PMI rises
Korean exports are weaker than the headline figure
Japanese manufacturing falters 

Duncan WrigleyChina+

China+ Datanote: 20 Day Exports, Korea, November

• In one line: Korea’s chip export values grow for the first time in 13 months 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 NOVEMBER 2023

• Korea's Semiconductor Exports Rise for the First Time in 13 Months

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 16 NOVEMBER 2023

• Japan’s export growth moderated in October on softer demand from key markets
• China’s house price fall steepened in October, with renewed price fall observed in tier-one cities

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 NOVEMBER 2023: Chinese exports continue to fall

• Falling Chinese exports indicate weak global demand; Japanese wages pick up slightly

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote : Exports, Korea, October

• Korean exports rise in October for the first time in 12 months

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 NOVEMBER 2023

• China’s manufacturing sector hit a soft patch in October
• Japan’s final PMI points to moderate activity decline
• Korean manufacturing PMI shows leading signs of stabilising demand
• Korean exports rise in October for the first time in 12 months, owing to base effects

Duncan WrigleyChina+

China+ Datanote : 20-Day Exports, Korea, October

• Korea 20 day exports indicate improvments in regional trade activity

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 October 2023

• Korea 20 day exports indicate improvments in regional trade activity

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 19 OCTOBER 2023: The BoK holds fast

• The BoK holds fast
• Japanese exports rebound
• Chinese home price fall continues

Duncan WrigleyChina+

CHINA+ DATA WRAP 13 OCTOBER 2023: Consumer inflation remains dull

• China's dull consumer inflation reflects a gentle demand recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 OCTOBER 2023: Targeted stimulus props up China

• Targeted stimulus props up China's manufacturing sector
  China’s construction sector has revived
  Japan’s Tankan survey shows strong non-manufacturers' sentiment

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 SEPTEMBER 2023

• Korean exports still fell on a work-day adjusted basis, thanks to weak Chinese demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20 Day Exports, Korea, September

• Korean exports still fell on a work-day adjusted basis, thanks to weak Chinese demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 20 SEPTEMBER 2023: Japanese exports continue to slide

Japanese exports continue to slide, despite semiconductor uptick
Chinese benchmark lending rates on hold this month

Duncan WrigleyChina+

CHINA+ DATA WRAP 7 SEPTEMBER 2023: Exports continued to be hit by weak global demand; FX reserves fell more than expected

• Exports continued to be hit by weak global demand; FX reserves fell more than expected

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, August

• Korean exports extend their decline

Duncan WrigleyChina+

China+ Datanote: 20-Day Exports, Korea, August

• Korean exports deteriorate further on poor Chinese demand

Kelvin Lam (Senior China+ Economist)China+