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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
Please use the filters on the right to search for a specific date or topic.
Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference.
19th Jul 2021 08:21China+
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
16th Jul 2021 00:00China+
Jury still out on Q2 GDP growth. Retail sales stabilised in June, but the recovery remains on hold. Industrial production still lacks infrastructure...
15th Jul 2021 14:58China+
We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
13th Jul 2021 00:10China+
It's easy to fall into the trap of thinking that the Chinese monetary authorities are shifting to a broad-based easing stance.
9th Jul 2021 00:00China+
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,...
6th Jul 2021 00:10China+
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.
5th Jul 2021 00:10China+
The official manufacturing PMI indicates that bottlenecks remain a problem.
1st Jul 2021 00:00China+
The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
29th Jun 2021 00:10China+
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.
25th Jun 2021 00:00China+
The Bank made a surprise announcement at its meeting last week.
21st Jun 2021 00:10China+
China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year.
17th Jun 2021 00:00China+
Last year President Xi announced a new target for China, with the importance of GDP targeting diminishing.
14th Jun 2021 00:10China+
The PBoC Can't Ignore Sky-High PPI Inflation
10th Jun 2021 00:00China+
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.
9th Jun 2021 00:00China+
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.
7th Jun 2021 00:10China+
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
4th Jun 2021 00:00China+
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
2nd Jun 2021 00:00China+
The BoK's Job is to Play it Cool While Uncertainty Remains High
26th May 2021 00:00China+
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