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Will China be too Hasty with Policy Normalisation?
18th Jan 2021 18:10China+
China's December Money and Credit Numbers are Worrisome
13th Jan 2021 18:00China+
The PBoC is rounding out 2020 remaining neutral in interbank markets.
21st Dec 2020 18:10China+
Business sentiment in Japan continues to recover in the current quarter, with the main Tankan indices surprising to the upside.
14th Dec 2020 18:10China+
As we head into 2021, a number of potential surprises--both positive and negative--could throw our full-year forecasts for Asia out of whack early in the year.
13th Dec 2020 18:10China+
China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.
10th Dec 2020 18:10China+
CPI inflation in China has fallen below zero for the first time since 2009, but we highly doubt that this will spook the PBoC.
9th Dec 2020 18:10China+
India's GDP report for the third quarter surprised to the upside, with the year-over-year contraction moderating significantly to -7.5%, from -23.9% in Q2.
30th Nov 2020 18:10China+
The Bank of Japan yesterday left its -0.10% policy balance rate and ten-year yield target of "around zero" unchanged, as widely expected.
29th Oct 2020 13:10China+
The Policy Board of the Bank of Japan yesterday kept its main settings unchanged, as widely expected. In another 8-to-1 vote, members maintained the policy balance rate and the...
17th Sep 2020 19:10China+
Private consumption in Japan will take time to recover, even if some semblance of normality returns from this month.
9th Jun 2020 17:10China+
We've suspected that China's GDP targeting system was on its last legs for some time now.
25th May 2020 19:10China+
Japan's GDP likely dropped by 1.1% quarter- on-quarter in the first quarter, even from the favourable Q4 base, when it fell by 1.8%.
14th May 2020 19:10China+
China's money data continued to improve in April, bolstering the economy's recovery prospects.
12th May 2020 19:10China+
India's shocking PMIs for April leave little doubt that the second quarter will be bad enough to result in a full-year contraction in 2020 GDP, even if economic activity...
11th May 2020 19:10China+
The collapse in global demand last month will have derailed China's trade recovery, causing exports to drop unpleasantly month-on-month after the bounce of around 45% in...
5th May 2020 19:10China+
The collapse in oil prices looks near-certain to pull Japan back into deflation in the next few months, though the BoJ normally looks through oil-induced swings in its target...
26th Apr 2020 19:10China+
Once again, Chinese January data released so far suggest that the Phase One trade deal was the dominant factor dictating activity for the first two- thirds of the month, with the...
20th Feb 2020 18:10China+
Japan's money and credit data have shown signs of life in recent months, but that's all set to change quickly, due to the disruptions caused by the outbreak of the...
12th Feb 2020 18:10China+
The clear threat to demand posed by the coronavirus and China's efforts at containment have sent a shock wave through commodities markets.
10th Feb 2020 18:10China+
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