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Region – Taking stock

A slidepack summarising our cyclical and market views

Paul Cavey

May 25, 2023 •

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Last week, next week

A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.

Paul Cavey Jun 4, 2023 • 2 min read

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Region – Taking stock

Regional data show three themes: 1) Differentiation: Japan strongest, Taiwan weakest; 3) Diversification in export markets: autos and DM holding up while tech and China remain weak; and 3) Desynchronisation: despite the weakness in exports and industry, services and retail sales are holding up.

Paul Cavey Jun 2, 2023 • 3 min read

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Korea – core inflation holding

Headline CPI inflation is now coming down quickly, and could drop below the BOK's 2% target by the end of Q3. But core inflation continues to hold up, and the BOK is unlikely to shift policy before that changes.

Paul Cavey Jun 2, 2023 • 2 min read

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