Paul Cavey

China – consumption, apparently

China – still sluggish

Last week, next week

Taiwan – taking stock

The China Diviner

Exports in March were so strong, and the trade surplus so big, that we continue to think they must have been boosted by one-off effects. But it is worth asking the implications if that assumption is wrong, because if it is, it would matter for growth, the currency, and protectionism.

China – property turning up

China – another puzzle

Korea – employment holding up

China – a bit more positive

Korea – BOK on hold and balanced

China – no inflation

Japan – gaining momentum

Korea – BOK likely still hawkish

Last week, next week

Taiwan – industry still weak

Japan – wage growth stable

China – some confusion

Japan – the shift to non-manufacturing

Korea – sticky inflation

China – PBC surveys better than expected

Last week, next week

Taiwan – consumers feeling better

Korea – bottoming

Japan – somewhat positive

China – better-looking PMI