East Asia Econ
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East Asia Econ
Macro and market analysis of the world's largest economic region
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
Korea – off the bottom
Korea – some resilience
China – the turn?
Japan – services PPI broadening
Last week, next week
Taiwan – stable UE more interesting than it looks
Japan – inflation broadening
Taiwan – another hike
Korea – exports still weakening
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