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Below is a full list of our China Publications.
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1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up
28th Feb 2021 19:10China+
Stress-testing our Theory of Further M1 Acceleration in Q1
7th Feb 2021 19:10China+
Services Inflation is About to Stage a Recovery, Repairing Margins
11th Jan 2021 19:10China+
China plays a pivotal role in the global inflation outlook.
23rd Dec 2020 19:10China+
India's GDP report for the third quarter surprised to the upside, with the year-over-year contraction moderating significantly to -7.5%, from -23.9% in Q2.
30th Nov 2020 19:10China+
China's industrial profits data for October are a taste of what the silly season for economic data will look like for the first quarter of 2021.
29th Nov 2020 19:10China+
CPI inflation in India rose unexpectedly in October to 7.6%, from 7.3% in September, putting the final nail in the coffin for a potential RBI rate cut next month.
15th Nov 2020 19:10China+
China's inflation data yesterday were disappointing, but market's knee-jerk view of what they mean for PBoC action is unwarranted.
10th Nov 2020 19:10China+
October is likely to be as good as it gets for Chinese exporters for some time, with Covid-19 sweeping through developed markets once again.
9th Nov 2020 17:00China+
Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.
26th Oct 2020 20:10China+
Outright CPI deflation likely already has taken hold in Japan. Friday's data showed inflation falling to zero percent in September, from 0.2% in the previous month.
25th Oct 2020 20:10China+
India's economy staged a more than respectable rebound in the third quarter, enough to convince us to upgrade our forecast substantially.
22nd Oct 2020 20:10China+
The moderation in PPI deflation in China stalled in December, underscoring the difficulty in returning to the black with slack persisting in the economy.
15th Oct 2020 20:10China+
The Monetary Policy Committee of the Reserve Bank of India voted unanimously on Friday to keep the repo rate unchanged, at 4.00%, as widely expected. The six members also retained...
10th Oct 2020 20:10China+
Korean exports ended the third quarter on a solid note, though nowhere near as strongly as the headline growth rate suggested.
5th Oct 2020 20:10China+
China's manufacturers ended the third quarter on a fairly strong note.
30th Sep 2020 20:10China+
Korea's main activity data for August showed that the economy clearly wobbled in the wake of the country's second wave of Covid-19, and the social distancing measures...
29th Sep 2020 20:10China+
The stickiness of CPI inflation in India in recent months should all but guarantee another quiet meeting for the RBI next week.
22nd Sep 2020 20:10China+
A spell of outright CPI deflation in Japan is just around the corner. Headline inflation slipped to 0.2% in August, from 0.3% in the previous month, as the drag from the discounts...
20th Sep 2020 20:10China+
China's economic recovery over the next twelve months remains secure, barring another major outbreak of Covid-19 domestically, or another synchronised lockdown globally.
13th Sep 2020 20:10China+
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