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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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China's currency is finally succumbing to pressure from multiple fronts, and has further to fall.
The renminbi poses a key constraint to PBoC policy, which Beijing will ultimately override.
April export data from Korea show that China's bat- tle with Covid will weigh heavily on global trade.
Lockdowns and shuttered factories in China appear to be the culprit behind slowing Japanese exports.
Further weakness seems inevitable as Chinese policy tightens, and regional supply chains collapse.
Underperforming exports again raise questions about the benefits of a weaker yen.
External demand began to perk up in late Q4, if you look through the base effects
Bank lending rates follow the MLF down
A further tilt towards easing
November's data are a mixed bag, but investment weakness, led by property, is the main concern.
Infrastructure should begin to offset property soon, but manufacturing faces its own challenges.
Omicron has entered China, and will intensify the cycle of zero-Covid lockdowns.
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
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