PM Data Note: 20 Day Exports Korea December

• Dismal Korean Export Trend Worries BoK

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 JANUARY 2023: Dismal Korean Export Trend Worries BoK

Dismal Korean Export Trend Worries BoK

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 JANUARY 2023: Japanese Exports are Rocked by China's Covid E

Japanese Exports are Rocked by China's Covid Exit Storm

Duncan WrigleyChina+

CHINA+ DATA WRAP 13 JANUARY 2023: China's Trade is Buffeted by Covid Exit Waves

China Trade Surplus Widens as Covid Waves Slam Imports and Exports

Duncan WrigleyChina+

PM Note: Korea 20-Day Exports December

• Korean 20-Day Exports Continue Trend Decline, Despite Headline Moderation

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 DECEMBER 2022: Korean Exports Continue Trend Decline

Korean 20-Day Exports Continue Trend Decline, Despite Headline Moderation

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 DECEMBER 2022: China's Economy is Rocked by Covid Wave

China's Economy is Rocked by Covid Wave

Duncan WrigleyChina+

CHINA+ DATA WRAP 7 DECEMBER 2022: China's Trade Flow are Hit by Fading Demand

China's Trade Flows are Buffeted by Covid Disruptions and Fading Demand

Duncan WrigleyChina+

2 Dec 2022 China+ Monitor Northeast Asian Economies Stutter, as Demand Fades

Winter has arrived for the northeast Asian economies, hit by faltering domestic and global demand.

Korean exports declined sharply in November, with dramatic drops in shipments to China and Japan.

Manufacturing PMIs show a broad, synchronised cooling in China, Japan and Korea.

Duncan WrigleyChina+

PM Note: Korea Exports November

• Korean exports reveal pronounced weakness in the northeast Asian economy

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2022: PMIs and Korean Exports Point to Weakness

PMIs and Korean Exports Point to Marked Weakness in Northeast Asian Economies

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PM Note: Korea 20 Day Exports November

• Accelerating Decline in Korean Exports Indicates Global Economy is in Poor Shape

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 NOVEMBER 2022: Korean Exports' Decline Accelerates

Accelerating Decline in Korean Exports Indicates Global Economy is in Poor Shape

Duncan WrigleyChina+

22 Nov 2022 China+ Monitor Korean Exports Indicate Global Economy is in Poor Shape

• Korean 20-day exports fell at a faster rate in November, in a further weakening of global demand.
• Exports shrank to most major markets, with a dramatic decline in shipments to China.
• China’s one-year loan prime rate was unchanged, as the PBoC relied on targeted liquidity measures.

Duncan WrigleyChina+

18 Nov 2022 China+ Monitor Weakening Japanese Exports Confirm Gloomy Global Picture

• Japan’s export growth dipped in October, confirming earlier signs of weakening global demand.
• Exports slowed to all major markets, with the most pronounced cooling in shipments to China.
• Semiconductor equipment export growth fell, likely due to the new U.S. rules on China’s access.

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 NOVEMBER 2022: Japan's Exports Slow more than Expected

Japan Exports Slow in Further Sign of Weakening Global Growth

Duncan WrigleyChina+

16 Nov 2022 China+ Monitor China's Economy Likely Hit a Bottom in October, as Policy Shifts

• China’s economy suffered the October blues, due to Covid measures and Congress disruptions.
• Reviving the domestic economy is crucial, with exports trending down on a gloomy global outlook.
• Basic shifts in Covid and property policies will pave the way for a gradual growth recovery in 2023.

Duncan WrigleyChina+

CHINA+ DATA WRAP 7 NOVEMBER 2022: Trade Balance Barely Rises as Exports Slow

China’s Trade Balance Barely Rises as Import Growth Overtakes Export Growth

Duncan WrigleyChina+

8 Nov 2022 China+ Monitor China's Trade Surplus Barely Rises, as Exports Slow

• China’s export data for October indicate weakening global demand, especially in the U.S. and E.U.
• The goods trade surplus widened only slightly, as imports held up relatively well.
• FX reserves rose in October, with more going on than accounted for by the official explanation.

Duncan WrigleyChina+

7 Nov 2022 China+ Monitor China's Current Account Surplus Mushrooms in Q3

• China’s current account surplus exploded to a re- cord $144B in Q3...
• ...driven by an expanded goods trade surplus as exports rebounded faster than imports.
• Net outflows of foreign direct investment indicate a fall in confidence in China’s economic outlook.

Duncan WrigleyChina+