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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.
Both M1 and M2 growth missed expectations in July, but the former arguably is due a turnaround.
Slowing household demand for credit isn't exactly concerning, as they are still sitting on piles of cash.
Japanese machine tool orders remain solid, indicating that the recovery in global IP is on track.
PPI inflation is proving stubborn, while CPI inflation is just getting started.
Services inflation continues to rise, despite the broadening Delta scare.
Trade figures highlight the "mid-cycle" falter, as exports soften but imports stumble too.
China's weak July PMIs play into a wider story of underperformance in trade and manufacturing.
The official and Caixin reports are at odds on prices, but we reckon PPI inflation ticked higher in July.
The non-manufacturing gauge suggests that no fis- cal rescue has been forthcoming.
From all the PBoC's vast toolbox, the most important thing right now is the clues to be gleaned over intentions on rates from open market operations.
Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference.
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
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've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
The PBoC followed through with a Reserve Requirement Ratio cut of 0.5 percentage points on Friday, hot on the heels of a strong hint to do so from the State Council meeting earlier in the week.
It's easy to fall into the trap of thinking that the Chinese monetary authorities are shifting to a broad-based easing stance.
China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations, up from the trough of 8.2% in Q1 last year, leaving it easily above the 5.3% average through 2019.
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.
The official manufacturing PMI indicates that bottlenecks remain a problem.
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