East Asia Econ

Region – eight themes

A short slidepack covering eight broad themes relevant for the region, from trade to demographics, services to surpluses.

Paul Cavey

Mar 11, 2025 • 1 min read

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East Asia Today

High-frequency data for China through end-October show the stability in upstream prices has persisted. The implication is PPI deflation isn't worsening. In Korea, October CPI inflation ticked up. That's probably temporary, but inflation has remained stickier than I'd expected.

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Korea – inflation up in October

The rise in inflation in October has partly due to demand related to last month's extended holiday, and so shouldn't persist. However, inflation remains much stickier than I would have expected, given the ongoing weakness in the economy.

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East Asia Today

China's S&P PMI softened in October, though still paints a better picture of the industrial sector than suggested by the official survey. Korea's PMI also weakened, and neither that nor the BOK's sentiment survey point to a big coming lift in exports.