Public Post China – is that it for the export pause? So far, the much-discussed rise in China's competitiveness has been most obvious in import substitution. With the export cycle now recovering, it is likely this year to also be seen in a renewed increase in China's global market share.
Public Post 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.
Public Post China – property weakness still key The PBC's Q1 depositor surveys show that it is less consumption sentiment per se that is weak than consumer price and property expectations. In this context, the news that the Politburo is studying ways to reduce property inventories is potentially significant for the macrocycle this year.
