East Asia Econ

East Asia Today

Korea's December BOP data show a big CA surplus – but even bigger capital outflows. Japan's exports data for the first 20 days of January perked up, but consumption in December slowed. Also today, a link to the EAE data API, which now allows access to almost 700,000 data series.

Paul Cavey

Feb 6, 2026 • 2 min read

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East Asia Econ Data API

Formally launching my data API, which now allows access to almost 700,000 series covering China, Japan, Korea and Taiwan, with monthly, quarterly and annual data.

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Korea – record CA, record equity outflows

Korea's current account reached a record high in Q4. But equity outflows, remarkably, increased even more. The balance between the two should diverge through 2026. The CA surplus can be expected to grow on the back of the semi supercycle, while there are four reasons to think net outflow should peak

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East Asia Today

Weekly flow data show a moderation of overseas bond acquisitions by Japanese buyers – but that don't show whether they are now selling overseas and buying JGBs. FX reserve accumulation in Taiwan remains modest. Inflation fell in January, but that is related to Chinese New Year.