Region – Taking stock

A slidepack summarising our cyclical and market views

Paul Cavey

May 25, 2023

Last week, next week

The major themes: the ending of the first stage of China's post-2020 forced structural adjustment; in Japan, peaking of inflation but BOJ still to hike; BOK cuts but inflation higher than I would have expected; expecting renewed TWD strength. I am now away for a few days, back on September 16th.

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Region – latest slide pack

A long-ish slide pack summarising themes and views for China, Japan, Korea and Taiwan.

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East Asia Today

In today's summary: for Japan, wages, consumer activity, and 20D exports ; and for Taiwan, FX reserves and price data. Also, one more thing to note: I will be away from a few days from Monday. The next daily update will be on Wednesday 17th September.