East Asia Econ

China – past peak auto?

China – could it just be a cycle?

China – the government's confident narrative

China – sideways

China – perhaps core CPI hasn't dropped since covid

China – could it just be a cycle?

China – confusing PMIs

China – deflation: an underperforming export

China – PBC advice on how to think about "credit"

China – so-so credit, but an M1 bounce

China – deflation not intensifying

Region – as Korea, so the world?

China – PMIs sideways

China – the surprising strength of imports

China – not that bad

China – what confidence crisis?

Lessons from Asia for China

China – PBC, not GDP

China - monetary impulse remains weak

China – sideways

China – the case for a stronger CNY

China – PMI and PSL offer potential

China – a positive risk amid the gloom

China – credit ratio high, M1 low

China – deflation in November