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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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Japan’s Tokyo CPI broke through its 2% target, as widely expected, but policy won’t change.
Inflation driven by base effects, and food prices, is seen as unsustainable by the BoJ.
Imported inflation will be viewed in a similar light, so no change in the policy rate is on the horizon.
China's economy beat expectations in Q1, but is still falling short of the 2022 growth target.
The GDP data probably overstate economic growth, but either way things will get worse in Q2.
The battle with Covid is proving extremely costly; it will necessitate more stimulus, and soon.
November's data are a mixed bag, but investment weakness, led by property, is the main concern.
Infrastructure should begin to offset property soon, but manufacturing faces its own challenges.
Omicron has entered China, and will intensify the cycle of zero-Covid lockdowns.
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