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• China – Trade surplus widens on weaker imports

  Date: 10 August 2010
  Author: Jinny Yan, Judy Zhu, Priya Balchandani
  Region: China
  Categories: Economics
  

  ...in July, in line with the rest of Asia trade data • Monthly trade surplus pushes to 18-month high of USD 28.73bn (vs. 20...

• South Korea – May industrial production surprises

  Date: 2 July 2010
  Author: Eunhye Yoon, Suktae Oh
  Region: North East Asia
  Categories: Economics
  

  ...recovery • Headline inflation eased as food and oil prices declined • Exports and trade surplus hit a record monthly high in June

• FX strategy notes

  Date: 30 June 2010
  Author: Alex Sienaert, Anubhuti Sahay, David Semmens, Delphine Arrighi
  Region: Global Overview
  Categories: Fixed Income
  

  ...China PMI to show moderation in manufacturing activities • Benign inflation and strong trade surplus set the tone for BoK meeting next week

• South Korea – Domestic demand slows

  Date: 1 June 2010
  Author: Suktae Oh
  Region: North East Asia
  Categories: Economics
  

  ...thanks to a decline in fresh food prices • Strong exports and sizeable trade surplus continued in May

• Japan – Strong Q1 headline, weak H2 outlook

  Date: 20 May 2010
  Author: Simon Wong
  Region: North East Asia
  Categories: Economics
  

  ...Q1 GDP growth quickened on widening trade surplus and investment rebound, yet domestic demand remained sluggish overall • Domestic deflation...

• South Korea – Exports continue to lead growth

  Date: 3 May 2010
  Author: Suktae Oh
  Region: North East Asia
  Categories: Economics
  

  ...show a strong recovery, led by exports • Still-strong exports caused the trade surplus to rise in April • Headline CPI inflation rebounded in April, driven...

• South Korea – Strong February data raises upside risks for Q1 GDP growth

  Date: 1 April 2010
  Author: Suktae Oh
  Region: North East Asia
  Categories: Economics
  

  ...in exports and imports in March results in a smaller-than-expected trade surplus • Headline and core CPI inflation continue to fall

• China – Four things to know about the trade recovery

  Date: 10 March 2010
  Author: Stephen Green
  Region: China
  Categories: Economics
  

  ...but EU and US demand will support it in 2010 • China’s trade surplus should continue to bounce back up in dollar terms in 2010...

• South Korea – Mixed signals from activity data

  Date: 4 March 2010
  Author: Suktae Oh
  Region: North East Asia
  Categories: Economics
  

  ...declines as favourable base effect from oil prices starts to kick in • Trade surplus was restored in February due to a shipbuilding-driven pickup in...

• China – The imbalance that dares not speak its name, Part 1

  Date: 9 December 2009
  Author: Stephen Green
  Region: China
  Categories: Economics
  

  ...China’s trade surplus has come down in 2009, but will only remain low if...