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Last week, next week

This is what happened on East Asia Econ this week.

Paul Cavey

Mar 12, 2023 • 4 min read

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

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Taiwan – so far, only TSMC

The recent recovery in the mfg cycle has been underwhelming. One reason is its narrowness: sales at TSMC are up, but for the rest of the listed are flat.

Apr 17, 2024 1 min read

Japan – part-time wages up

The shunto is important for regular workers, but part-time workers are now also getting decent pay rises, a real sign that the labour market is tightening.

Apr 17, 2024 1 min read

Japan – no JPY boost to export volumes

The cheap JPY is boosting Japan's tourist inflows, but there continue to be no signs of the currency helping merchandise exports.

Apr 17, 2024 1 min read

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