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Jury still out on Q2 GDP growth.
Retail sales stabilised in June, but the recovery remains on hold.
Industrial production still lacks infrastructure drivers.
Infrastructure spending will soon turn around.
Home price rises holding up against slowing loan growth.
The PBoC’s smaller MLF injection confirms that the RRR cut was not an easing.
2021 BoK hike remains on the table, despite recent Covid spike
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