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  • Hong Kong Policy Address proposes to strengthen technology ties with the mainland and boost growth.
  • Japan’s annual export growth fell for the fourth straight month, but monthly momentum improves.
  • BoJ will keep rates on hold this week, but we expect it to resume its rate hike cycle in late October.

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Keywords for: 18 September 2025 China+ Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence