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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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Q2 CPI inflation exceeded the MPC's one-quarter ahead forecast by the most for 13 years... ...But only two members have implied they will vote to end QE; pushback from the...
Our analysis reveals that GDP growth in the first half may have been significantly stronger than billed. In particular, the household savings rate dropped sharply, back to...
Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference.
Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.
China analysts have a not-so-secret weapon; credit and money trends are very good leading indicators of GDP growth. At the moment, the signal from those indicators is worrying.
Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's.
The official manufacturing PMI indicates that bottlenecks remain a problem.
The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
Last year President Xi announced a new target for China, with the importance of GDP targeting diminishing.
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.
Manufacturing PMIs Could Edge Higher this Month
The BoK's Job is to Play it Cool While Uncertainty Remains High
The PBoC's Digital Yuan is Just Another Way of Keeping Control
BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day
Commodity and House Prices are Top of the PBo
Increased Household Saving Tendency Likely Continued in March
China's PPI Could Peak Above 10% in the next Few Months
Don't Underestimate Base Effects in China's February Activity Data
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