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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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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.
7th Jun 2021 00:10China+
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
4th Jun 2021 00:00China+
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
2nd Jun 2021 00:00China+
Bottlenecks are restraining Chinese activity. Japan's Q4/Q1 GDP could be in for revisions. Korean exports show trade has slowed but not turned.
1st Jun 2021 14:38China+
Manufacturing PMIs Could Edge Higher this Month
28th May 2021 00:00China+
Fiscal Hawkishness is Tightening Monetary Conditions
13th May 2021 00:00China+
Exports are Softening, but a More Serious Correction is in the Cards
10th May 2021 00:10China+
Commodity and House Prices are Top of the PBo
21st Apr 2021 00:00China+
Huarong will have More Luck than Beleaguered LGFVs
16th Apr 2021 00:00China+
The PMIs will Bounce in March, but the Hard Data will Pull Back
30th Mar 2021 00:10China+
Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade
10th Mar 2021 00:00China+
Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks
8th Mar 2021 00:10China+
The Caixin services PMI fell to 51.5 in February, from 52.0 in January.
4th Mar 2021 00:00China+
Japan's capex data points to Q4 GDP downgrade. Levitation in Korean manufacturing PMI continues, but not for long.
2nd Mar 2021 16:19China+
China's 2021 Recovery is Back on Track, M1 Growth Rebounded
10th Feb 2021 00:00China+
Stress-testing our Theory of Further M1 Acceleration in Q1
8th Feb 2021 00:10China+
China's December Money and Credit Numbers are Worrisome
14th Jan 2021 00:00China+
Caixin PMI Implies China's Small Firms Due a Further Correction
24th Dec 2020 12:34China+
China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.
11th Dec 2020 00:10China+
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%...
9th Dec 2020 00:10China+
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