Japan - Q4 profits

Paul Cavey

Mar 2, 2022 • 3 min read

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Taiwan – tentative turn

As with Korea, there are some tentative signs of a tun in Taiwan's industrial cycle, with export orders ticking up in December, and equities rising. But inventories in IT remain high, and the PMI in January was very soft. There's little sign of a real lift yet.

Paul Cavey Feb 5, 2023 • 2 min read

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Korea – not much change

There wasn't much change in either exports or CPI in January. At -14.6% YoY, the change in exports was the weakest in the current cycle. Headline CPI ticked up, but that was because of an expected change in utility prices. Core and personal services inflation fell, though only slightly.

Paul Cavey Feb 1, 2023 • 2 min read

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Japan – slow grind

The two big hopes for Japan's economy in 1H23 are a decline in inflation that lifts domestic spending, and a normalisation of Asian travel that boosts tourism. December unemployment and January consumer confidence suggest both dynamics might be in play, but not yet powerfully.

Paul Cavey Jan 31, 2023 • 2 min read

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