CHINA+ DATA WRAP 5 November 2025: RatingDog PMI points to efficiency gains

Efficiency gains help profits but hurt labour demand

CHINA+ DATA WRAP 31 October 2025: Modest rise in inflation won't shock BoJ

Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry

October 2025 - China+ Chartbook

• - CHINA DOUBLING DOWN ON MANUFACTURING-LED MODEL
• - JAPAN’S NEW PRIME MINISTER LIKELY TO MODERATE POLICY
• - BOK SHOULD LEAN TOWARDS EASING IN NOVEMBER

China+ Datanote: Foreign Reserves, China, September

In one line: China’s FX reserves edge higher, supported by portfolio inflows and persistently strong trade surplus.

China+ Datanote: Industrial Profits, China, August

In one line: China’s industrial profit rebound lacks breadth, with only seven industries show accelerating positive gains.

CHINA+ DATA WRAP 30 September 2025: Modest manufacturing improvement in PMIs

In one line: Manufacturing sector improved ahead of investment stimulus

September 2025 - China+ Chartbook

• - CHINA LIKELY TO LAUNCH INVESTMENT STIMULUS SOON
• - BOJ SHOULD STILL HIKE, DESPITE POLITICAL RUCTIONS
• - KOREA’S EXPORTS TUMBLE IN SEPTEMBER

China+ Datanote: LPR, China, September

In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market

CHINA+ DATA WRAP 24 September 2025: Japan's manufacturing weakening

Japan's flash PMIs reveal divergence between weakening manufacturing sector and resilient services activity

China+ Datanote: Money & Credit, China, August

In one line: lacklustre broad credit growth, excluding government bonds

CHINA+ DATA WRAP 15 September 2025: China's August broad activity cooling

In one line: China's August broad activity cooling likely to prompt additional targeted support

China+ Datanote: FX Reserves, China, August

In one line: Valuation effects lift China’s FX reserves in August; expect them to drive reserves higher in H2

China+ Datanote: Exports, China, August

In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength

China+ Datanote: Flash Services PMI, Japan, August

In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.

China+ Datanote: PPI, China, July

In one line: China’s producer prices continue to fall amid involution and weak demand

China+ Datanote: CPI, China, July

In one line: China’s CPI stays flat in July as disinflation pressure lingers on weak demand 

CHINA+ DATA WRAP 10 September 2025: China's producer deflation improvement

In one line: China's producer deflation improvement mainly driven by short-term factors; consumer price fall is due to food prices, with core inflation rising

CHINA+ DATA WRAP 3 September 2025: RatingDog services PMI points to job risks

In one line: China's RatingDog services PMI points to job risks after court ruling on social security contributions

CHINA+ DATA WRAP 1 September 2025: China's manufacturing PMIs post modest gains

In one line: China's manufacturing PMIs post modest gains; Korean exports propped up by chip exports

CHINA+ DATA WRAP 27 August 2025: China's industrial profits still falling

China's industrial profits still falling in July