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China

The uptick in CPI to 3.5% seen in August is largely due to base effects, and we see inflation trending down towards our end-year target of 2.9%.

2010-10-04

Hong Kong

BMI View: Hong Kong's seasonally-adjusted unemployment rate fell from 4.3% in July to 4.2% in August, a 20-month low. Looking at the breakdown by industry, we note that most... 2010-09-30


South Korea

BMI View: South Korea's seasonally-adjusted unemployment rate declined from 3.7% in July to 3.4% in August. However, the decline was due in part to a lower participation rate,... 2010-09-30


Taiwan

BMI View: Taiwan's imports continued to outpace exports, growing by 28.0% y-o-y in August. With improving labour market conditions and a booming property market, we see consumer... 2010-09-30


China

While a sharp slowdown in the Chinese economy remains our baseline scenario, with liquidity still abundant, the property market re-igniting and external demand holding up, we are pushing... 2010-09-24


South Korea

BMI View: The Bank Of Korea (BoK) froze the interest rate at 2.25% during its September rate meeting, in line with our long-held dovish view of very gradual monetary normalisation... 2010-09-13


Taiwan

BMI View: Taiwan's consumer price inflation (CPI) posted a 0.5% contraction in August, but we believe this decline is temporary and the CPI should trend upwards over the coming months.... 2010-09-07


Taiwan

Although exports of goods and services surged in H110 by an impressive 51.4% and 31.8% y-o-y, respectively, imports of goods and services grew even faster with corresponding growth... 2010-09-03


Hong Kong

Hong Kong's trade deficit eased to HKD30.5bn (US$3.9bn)in July from HKD30.6bn in June. Trade imports surged 24.9% while exports grew 23.3% y-o-y in July, slower than the 31.0% and 26.7%... 2010-09-03


South Korea

In line with our expectations, South Korea's unemployment rate rose to 3.7% in July, up from 3.5% in June. However, we are not overly concerned as the increase is largely due to the... 2010-09-03

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