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21st Jan 2022 00:00China+, Daily Monitor, Asia Key Issues

  • Japanese December export data are better than they look, along with the rest of the region.
  • External demand still looks robust, despite Omicron, but supply challenges loom large.
  • Omicron is in fact more worrying from a supply perspective, given its implications for China.

asia base effects china chinese demand europe export export data exports factories global goods growth implications index intermediate goods it markets pmi pmi surveys policy remain supply supply chain survey surveys trade u.s. us

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Keywords for: CN 21 Jan 2022

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