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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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Industrial production growth slowed sharply in July; no signs yet of infrastructure picking up the slack.
Delta is adding to the recent misery in retail sales; a Q3 GDP growth downgrade is now on the cards.
Japan's economy stabilised in the second quarter despite the rolling Covid hit and soft lockdowns.
Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference.
The BoJ's policy meeting on Friday is set to provide an outline of the fund-provisioning scheme, announced at its June meeting, to support green finance.
We expect China's May activity data on Wednesday to lead to talk of slowdown, with the year- over-year growth rates for industrial production, retail sales, and the year-to-date, year-over-year rate for fixed assets all slowing.
Japan has been a laggard in the vaccine race, with the virus keeping the economy on a weak footing into this quarter and the next.
Last week, we explained how deteriorating monetary trends led us to revise down our GDP growth forecast for next year.
The BoJ press conference focused on inflation, which is a red herring, in terms of the drivers of policy changes over the next couple of years.
Japan's Q4 real GDP growth was revised down to 2.8% quarter-on-quarter, from 3.0% in the preliminary reading.
The focus in commentary so far, following the Government Work Report—GWR—has been on the GDP growth target, which was set at "above 6%", after no target was set last year due to uncertainty.
The Caixin services PMI fell to 51.5 in February, from 52.0 in January.
The BoK left the Base Rate unchanged at 0.50% for the intermeeting period, by a unanimous decision.
The PBoC has cleared the first hurdle in normalising policy; the LPR was unchanged, at 3.85% in February, as data at the end of last week revealed.
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