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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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Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
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.
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.
Commodity and House Prices are Top of the PBo
Macroprudential Tools for Korea's Financial Risks, But for How Long
The PBoC remains happy with its stance, for now. Mr. Lee is playing it safe, for now.
Governor Yi Gang's Remarks Imply Steady as She Goes, Not a Cut
Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant
What are the Ripple Effects of the PBoC's Stage-One Tightening
In one line: The Bank is re-anchoring markets at the reverse repo rate; Korean exports continue to defy Covid blues
China's FX Reserves Likely to Reveal Further Intervention in January
The PBoC is carrying out carry traders feet first. Surprising strength in Korean export signals.
PBoC Overshoot Roils Markets; The Bank will Seek to Pacify Investors
In the past couple of years, markets have begun to track PBoC moves much more tightly, as our first chart shows.
BoJ GDP Revisions are in Order, 2021 Down, 2022 Up
China plays a pivotal role in the global inflation outlook.
The PBoC is rounding out 2020 remaining neutral in interbank markets.
CPI inflation in India slowed faster than expected in November, dropping to 6.9%, from the nine-month high of 7.6% in October.
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