In today’s briefing:
- Taiwan Export Orders: A Soft Landing for Asian Trade
- CX Daily: Local and National Interests Clash in China’s New Green Power Market
- CX Daily: Four Things to Know About Chinese Policy Banks’ Extra $120 Billion for Infrastructure
Taiwan Export Orders: A Soft Landing for Asian Trade
- Taiwan export orders point to slower momentum in global capital spending.
- This should flow through to Asian trade in the coming months, with the pace and extent of decline possibly cushioned by continued normalisation in Chinese industrial production.
- That said, technology-related orders continue their relative outperformance. This is a boon for Asian economies with heavy tech orientations e.g., Taiwan, Korea, Singapore, and Malaysia.
CX Daily: Local and National Interests Clash in China’s New Green Power Market
In Depth: Local and national interests clash in China’s new green power market
China sees rebound in travel, leisure sectors as Covid-19 lockdowns end
China to ban over 1 million ‘fake’ foreign stock investors
CX Daily: Four Things to Know About Chinese Policy Banks’ Extra $120 Billion for Infrastructure
Four things to know about Chinese policy banks’ extra $120 billion for infrastructure
Cambodia and Myanmar race to become the next apparel manufacturing hub
Charts of the Day: China looms large in Laos debt crisis
Before it’s here, it’s on Smartkarma
