East Asia Econ
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East Asia Econ
Macro and market analysis of the world's largest economic region
Region – as Korea, so the world?
China – PMIs sideways
China – the surprising strength of imports
China – not that bad
China – what confidence crisis?
Lessons from Asia for China
China – PBC, not GDP
China - monetary impulse remains weak
China – sideways
China – the case for a stronger CNY
China – PMI and PSL offer potential
China – a positive risk amid the gloom
China – credit ratio high, M1 low
China – deflation in November
China – trade not up, but not weak
China – soft floor, hard ceiling
China – PMIs drop further
China – prices and policy
China – muddling through for now
China – M1 falling
China – inflation back down again
China – exports stable, imports up
China – PMIs down again
China – details and discrepancies
China – still not stable
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