China Consumer Sentiment by Region - East China South and Central Currently Have Highest Sentiment
In the June 2016 MNI China Consumer Sentiment Survey ‘Middle - West China’ ranks the lowest on average on measures of sentiment. Ranked last of...
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Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles
Despite widespread concerns over a slowdown, China’s economy is improving. Investment opportinities, however, are elsewhere in EM. China’s...
186 Views
Korea: Economy Rebounds, but Upside Will Be Limited
Economic activity higher: Industrial production expanded 4.3% y/y in June from a decline of 2.6% in May. Retail sales increased 4.1% y/y in May...
150 Views
Korea: Mercantilist Gains from ToT and Won/Yen Create Ample Policy Space
The 12-month rolling sum of Korea's trade surplus soared to US$92bn (double what it was 18 months earlier), aided by a sharp oil-induced...
242 Views
Korea: Structural Decline Masked by Export Malaise
Korea’s export malaise worsens: Exports fell 12.8% y/y in the first 20 days of June, down from a 6.0% drop in the same period in May. This is the...
149 Views