Last week, next week

Paul Cavey

Mar 5, 2023 • 3 min read

This post is for subscribers on the China, China & Korea, East Asia and Individual tiers only

Subscribe now

Already have an account? Sign in

Paid Members Public

Korea – exports still weakening

Exports weakened in March. That comes after some mild outperformance in January and February, and our leading indicator suggests a floor should be close. That said, it was a surprise that exports to China continued to fall in March, which is a warning that the recovery there still isn't strong.

Paul Cavey Mar 22, 2023 • 2 min read

Paid Members Public

Taiwan – CBC to hold

Paul Cavey Mar 21, 2023 • 2 min read

Paid Members Public

China – trade ticks up

On a sequential basis, both imports and exports rebounded early in 2023, with the rise in imports particularly strong. There's probably some downside left in YoY trends for both, but the floor should be close, particularly for exports, with some rebound thereafter.

Paul Cavey Mar 20, 2023 • 3 min read

Disclaimer
Contact

Powered by Ghost