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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 email@example.com, or contact your account rep
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We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.
Fiscal Hawkishness is Tightening Monetary Conditions
The Trade Surplus Likely Began a Downshift in April
The Caixin services PMI fell to 51.5 in February, from 52.0 in January.
CPI, Japan, January; PMI, Japan, February 2021
China's FX Reserves Likely to Reveal Further Intervention in January
China's December Money and Credit Numbers are Worrisome
Rising Commodity Prices will soon Show up in China's Trade Figures
Signs of stability in Chinese home price growth, but don't count on a swift recovery; Still expect a big moderation in Q4 GDP growth in Japan, despite the Tankan surprise;...
Chinese services are ending the year on a high note.
China's Caixin PMI remains solid, but watch for a sharp payback next year. Extension of Covid furlough measures will help to steady Japan's jobs ship, for now. Japan's...
Korea's labour market ran out of luck in September, with the unemployment rate rebounding back up to 3.9%, after the surprise one-percentage point drop to 3.2% in August.
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