China+ Datanote: 20-Day Exports, Korea, October

In one line: Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 October 2024

Chinese banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers

Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, September

In one line: Japan’s core inflation remains strong; the BoJ is unmoved by CPI fall driven by transitory factors.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 17 October 2024

In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, September

In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 5 November 2024: Caixin services PMI points to activity uptick

Caixin services PMI points to activity uptick

Duncan WrigleyChina+

4 November 2024 China+ Monitor China's PMIs point to stimulus gradually gaining purchase

• Both of China’s October PMIs suggest that fiscal stimulus is star ting to take effect.
• The output price indices also rose, though it’s too early to pop a cork over China’s deflation fight.
• The PBoC’s new liquidity tool provides more flexibility in managing long-term funding.

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, October

The BoJ stays pat and Governor Ueda keeps options open

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, October

China’s existing stimulus produces initial results, as state sector heeds strong policy signals 

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 October 2024: China's stimulus lifts manufacturing PMI

China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open

Duncan WrigleyChina+

1 November 2024 China+ Monitor BoJ keeps options open, amid political risks at home and abroad

• The BoJ left the policy rate on hold yesterday, at 0.25%, as expected given the recent election.
• Governor Ueda was deliberately vague about signalling the timing of the next rate hike.
• China’s October official PMI shows fiscal stimulus gaining traction, led by large enterprises.

Duncan WrigleyChina+