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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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From all the PBoC's vast toolbox, the most important thing right now is the clues to be gleaned over intentions on rates from open market operations.
Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference.
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
The BoJ's policy meeting on Friday is set to provide an outline of the fund-provisioning scheme, announced at its June meeting, to support green finance.
We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
The PBoC followed through with a Reserve Requirement Ratio cut of 0.5 percentage points on Friday, hot on the heels of a strong hint to do so from the State Council meeting...
It's easy to fall into the trap of thinking that the Chinese monetary authorities are shifting to a broad-based easing stance.
China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations,...
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 official manufacturing PMI indicates that bottlenecks remain a problem.
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%...
The PBoC injected RMB 30B through seven-day reverse repos yesterday, breaking with the more than three-month stretch in which the Bank routinely injected just RMB 10B.
The Bank made a surprise announcement at its meeting last week.
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,...
The PBoC has had its foot off the brake for most of this year so far, following tightening through the second half of 2020, culminating in its efforts to shake out speculative...
The PBoC Can't Ignore Sky-High PPI Inflation
Japan has been a laggard in the vaccine race, with the virus keeping the economy on a weak footing into this quarter and the next.
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.
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
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