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A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Regional data show three themes: 1) Differentiation: Japan strongest, Taiwan weakest; 3) Diversification in export markets: autos and DM holding up while tech and China remain weak; and 3) Desynchronisation: despite the weakness in exports and industry, services and retail sales are holding up.
A slidepack summarising our cyclical and market views
There's quite a few charts, so they take a few seconds to load