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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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Jury still out on Q2 GDP growth. Retail sales stabilised in June, but the recovery remains on hold. Industrial production still lacks infrastructure...
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...
Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.
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,...
Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's.
The official manufacturing PMI indicates that bottlenecks remain a problem.
Slightly less support from the secondary market, but rises are robust.
PPI inflation will edge higher and stay lofty through H2. Swine flu ironically is holding back CPI inflation. Machine tool orders could suggest stockpiling.
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.
Industrial production continues to correct down m/m FAI growth continues to slow Retail sales correct, but recovery still on track Inflation is driving investors...
Only Small Firms Noticed the U.S. Stimulus, so far
BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day
We aren't at all convinced by the official q/q GDP growth slowdown.Factory output probably pulled back sharply in March m/m, but was strong in Q1 overall. Retail sales continue to...
China Facilitated the Global Goods Recovery, but that is Now Complete
Don't put Much Stock in the March Bounce in the Manufacturing PMI
2 Mar 2021 China's February PMIs are Better than Billed, but are Softening
Official and Caixin Manufacturing PMI, China, February 2021
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