East Asia Econ

East Asia Today

18 charts today, covering profits data in China in June, which rose sharply in electronics; services PPI inflation in Japan, which was mixed; and Taiwan's official leading indicator in June, indicating an economy that continues to boom.

Paul Cavey

Jul 27, 2026 • 3 min read

Subscribers Only

Weekly: CMXT and JPY

The two big events this week are China's CXMT listing and the Bank of Japan meeting. The first matters because the outlook for chip demand is such a dominant regional theme. The BOJ meeting is important because of rates in Japan, but also implications for the JPY and regional currencies.

Subscribers Only

East Asia Today

Korea Q2 GDP beat market expectations, with the highlight for me being the strength of real GDI and nominal GDP. Strong growth in Taiwan also continues, with both industrial production and retail sales rising in June, and M2 growth accelerating above 8% YoY.

Subscribers Only

Korea – nominal growth nears 20%

Korea's real GDP growth in Q1 was solid, but nominal continues to be spectacular, rising almost 20% YoY for the first time in 30 years. Stronger nominal growth is typical of a commodity boom, and suggests more upside for rates than implied by inflation and real GDP alone.