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Our analysis reveals that GDP growth in the first half may have been significantly stronger than billed. In particular, the household savings rate dropped sharply, back to...
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.
Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.
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...
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.
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.
The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
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 PBoC continues to hold off on tightening, as it waits for something closer to herd immunity, and to see how the economy responds to "freedom".
The Bank made a surprise announcement at its meeting last week.
The BoJ meeting this week could be live, with an extension of the Special Funds Supplying operation, likely to March next year, from September currently.
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...
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.
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
The BoK's Job is to Play it Cool While Uncertainty Remains High
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