Last week, next week

I am away the next few days, so this week's summary focuses on what appeared on the site in the last week. I am back on Monday 14th September.

Paul Cavey

Sep 5, 2026 • 5 min read

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East Asia Today

Korean BOP data for August, an update on upstream prices in China, which have been stronger than I had been expecting, and PBC liquidity operations through August. Foreign exchange reserves in Taiwan rebounded in August. I am away next week, so the next update will be Monday 14th September.

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Korea – from selling to buying

Today's BOP data show that after selling more than USD30bn of domestic equities in June, foreigners purchased USD6bn in July. That swing goes a long way to explain the sudden appreciation of the KRW. That should be able to continue, given CA surplus of over 20% of GDP, strong economy, and BOK hikes.

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East Asia Today

An update on import price pressures across the region, as well as the services PMIs for China and Japan in August, and my monthly regional chart pack.