East Asia Econ

Korea – not yet much change in the labour market

China – for step forward, one step back for inflation

Region – China and 1990s Asia

Last week, next week

Taiwan – export recovery stalls

China – gradual export recovery

Taiwan – services inflation still near 30-year highs

Japan – not data dependent

Japan – stronger wage growth, probably

Korea – inflation eases further

Region – mfg recovery, but still modest

Last week, next week

Japan – same macro dynamic, different policy backdrop

China – manufacturing PMI down again

Region – Korea and Taiwan chart pack

Japan – service inflation update

Last week, next week

Japan – mixed underlying inflation

Public Post

China – is that it for the export pause?

So far, the much-discussed rise in China's competitiveness has been most obvious in import substitution. With the export cycle now recovering, it is likely this year to also be seen in a renewed increase in China's global market share.

Korea – no surprises from the BOK

Korea – patchy cycle, still no cut

China – the buyers' strike in property

Last week, next week

China – property down yet again

Korea – no change in the labour market