Best viewed on a device with a bigger screen...
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
Please use the filters on the right to search for a specific date or topic.
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
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 potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
China's official manufacturing PMI looks exposed in the context of the recent softening of regional trade flows. Korean 20-day export growth for June slowed to 29.4%...
China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year.
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,...
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.
Bottlenecks are restraining Chinese activity. Japan's Q4/Q1 GDP could be in for revisions. Korean exports show trade has slowed but not turned.
Manufacturing PMIs Could Edge Higher this Month
Fiscal Hawkishness is Tightening Monetary Conditions
Exports are Softening, but a More Serious Correction is in the Cards
The PMIs will Bounce in March, but the Hard Data will Pull Back
China's Supply-Demand Mismatch is Rebuilding, but it's Temporary
Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade
Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks
The Caixin services PMI fell to 51.5 in February, from 52.0 in January.
Japan's capex data points to Q4 GDP downgrade. Levitation in Korean manufacturing PMI continues, but not for long.
PM2.5 Concentrations Help to Fill the Data Hungry Gap
Filter by Keyword
Filter by Publication Type
Filter by Author
Global Publications Only
Filter by Date
Inflation Growth Labour Market Monetary Policy Fiscal Policy Quantitive Easing Trade Investment Housing Inventories Banks Money Credit Inflation Expectations Asset Prices Industry Services Balance of Payments Saving Profits Companies Central Banks
China+ Document Vault,