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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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Disparity with Chinese official data driven by falling new orders and employment, and further supply delays
Japanese capex data hints at little revision to GDP
Resumption of Chinese demand lifts Korean trade, but it’s also flattered by lumpy ship exports
The Bank of Korea hiked as expected, taking the policy rate to 1.00%, from 0.75%.
Further hikes were made conditional on a plethora of factors, providing plenty of wriggle room.
We expect a pause until mid-2022, as Covid cases spike, and with an election looming in March.
Turning more hawkish, but caution remains the order of the day
Preliminary Korean data gives reason for hope on trade, despite the slowdown
PBOC stands pat, but easing is on the way - just not for the property sector
Intensifying energy crisis weighed on manufacturing activity in October
Rising Covid cases once again disrupted the services sector
Base effects and energy support Korean exports
Preliminary Korean data suggests relatively stable external backdrop
Evergrande is back, but for how long?
No back to back hikes from the BoK, but a November hike is all but assured
Renewed market intervention a possibility
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