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3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening

3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening

Freya Beamish (Chief Asia Economist)2nd Mar 2021 18:00China+

15 Dec 2020 Japan's Punchy Tankan Likely Overstates the Actual Q4 Recovery

Business sentiment in Japan continues to recover in the current quarter, with the main Tankan indices surprising to the upside.

Miguel Chanco (Senior Asia Economist)14th Dec 2020 18:10China+

26 Nov 2020 More Evidence of Japan's Stalling Recovery, as Downside Risks Mount

The recovery in private consumption in Japan is showing clear signs of stalling.

Miguel Chanco (Senior Asia Economist)25th Nov 2020 18:10China+

13 Nov 2020 Japan's Sturdy Q3 GDP Rebound will be a Tough Act to Follow

Japan's GDP report for the third quarter, due on Monday, is likely to show that the economy rebounded by 5.2% quarter-on-quarter, following the 7.9% collapse in Q2.

Miguel Chanco (Senior Asia Economist)12th Nov 2020 18:10China+

30 Oct 2020 Expect the BoJ to Extend its Covid Support Measures in March

The Bank of Japan yesterday left its -0.10% policy balance rate and ten-year yield target of "around zero" unchanged, as widely expected.

Miguel Chanco (Senior Asia Economist)29th Oct 2020 13:10China+

29 Oct 2020 Winter is Coming... China's Industry is Set for a Cold Spell in Q4

September likely was as good as it will get for Chinese factories this year.

Miguel Chanco (Senior Asia Economist)28th Oct 2020 13:10China+

28 Oct 2020 Korea's Q3 GDP Bounce is Likely to be Downgraded, Q4 will be Softer

Korea is officially out of recession, with GDP rising by 1.9% quarter-on-quarter in Q3, following the 3.2% plunge in Q2.

Miguel Chanco (Senior Asia Economist)27th Oct 2020 13:10China+

26 Oct 2020 Outright CPI Deflation in Japan is Here, Expect an Exit by Mid-2021

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.

Miguel Chanco (Senior Asia Economist)25th Oct 2020 19:10China+

13 Oct 2020 The Worst is Over for Japan's Capex Slump, but No Recovery is in Sight

Core machine orders in Japan surprised to the upside in August, when the country's second wave of Covid-19 peaked.

Miguel Chanco (Senior Asia Economist)12th Oct 2020 19:10China+

5 Oct 2020 Don't Bank on a Continuation of Japan's Spending Rebound in Q3

The release of pent-up consumer demand in Japan has been rocky, following the end of the nationwide state of emergency in May. Retail sales values rose by 4.6% month-on-month in...

Miguel Chanco (Senior Asia Economist)4th Oct 2020 19:10China+

30 Sept 2020 Korea's Mid-Quarter Wobble All But Confirms Third Straight GDP Drop

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...

Miguel Chanco (Senior Asia Economist)29th Sep 2020 19:10China+

21 Sept 2020 Looming Deflation won't Bother the BoJ, but Longer-Term Clouds Will

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...

Miguel Chanco (Senior Asia Economist)20th Sep 2020 19:10China+

15 Sept 2020 A Tough Start for Japan's New PM, with the Recovery Already Stalling

Japan's prime minister in-all-but-name, Yoshihide Suga, will be inheriting an economy struggling to maintain any momentum from the release of pent-up demand.

Miguel Chanco (Senior Asia Economist)14th Sep 2020 19:10China+

9 Sept 2020 Caution Urged... The Slump in Japanese Wages is Far from Over

The escalation of the second wave of Covid-19 in Japan in July did little to stop the recovery in labour cash earnings growth.

Miguel Chanco (Senior Asia Economist)8th Sep 2020 19:10China+

25 Aug 2020 August Flash PMIs Suggest Abe's Second Wave Gamble has Paid Off

Japan's advance PMI numbers for August suggest that the economy dodged most of the bullets fired by the second wave of Covid-19.

Miguel Chanco (Senior Asia Economist)24th Aug 2020 17:10China+

31 July 2020 Japan's Punchy June Sales Showed Pent-up Demand, Now the Hard Bit

The release of pent-up Japanese consumer demand in June was emphatic, with retail sales values jumping by 13.1% month-on-month.

Miguel Chanco (Senior Asia Economist)30th Jul 2020 19:10China+

28 July 2020 Supply-Side Indicators Paint a Grim Picture of Japan's Second Quarter

The downturn in Japan's all-industry activity index slowed in May to -3.5% month-on-month, from April's significantly revised 7.6% plunge.

Miguel Chanco (Senior Asia Economist)27th Jul 2020 19:10China+

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