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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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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...
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.
China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.
China's Reopening Story Remains in Tact Despite Slow M1 Growth
Questions are Being Answered for China, but Some Remain
Industry and Capex are Losing Steam, the Retail Wobble is Nothing
Commodity and House Prices are Top of the PBo
Huarong will have More Luck than Beleaguered LGFVs
Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade
Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks
China's 2021 Recovery is Back on Track, M1 Growth Rebounded
Japan's GDP Growth Likely Slowed in Q4, Before a Q1 Contraction
Stress-testing our Theory of Further M1 Acceleration in Q1
China's December Money and Credit Numbers are Worrisome
Caixin PMI Implies China's Small Firms Due a Further Correction
China plays a pivotal role in the global inflation outlook.
China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.
Japan's GDP rebound in Q3 was upgraded to 5.3% quarter-on-quarter, from 5.0% in the preliminary report, representing a marginally sharper recovery from the revised 8.3%...
The recovery in Korean exports resumed in September, with shipments rising by 4.0% year- over-year, a turnaround from the 3.8% decline in the previous month.
Japan's exports showed no signs of jitters in October, when countries in Europe started reimposing nationwide lockdowns in response to the rapid escalation of Covid-19 cases.
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