Country Risk Articles

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PMI Uptick No Real Cause For Cheer

China's flash HSBC purchasing managers' index (PMI) recorded a significant bounce in August, rising to 50.1 from 47.7 in July. This was a big beat relative to consensus expectations of 48.2, and...

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Our Take On The Latest Stimulus

BMI View: The prevailing negativity surrounding China's near-term macro prospects has been softened somewhat by news of yet another 'mini-stimulus' unveiled by Beijing. As has been the case in the...

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China's Economic Shift A Looming Threat

In our review of the implications of China's 12th Five Year plan on Taiwan's economy, we find that Taiwan's semiconductor and flat-panel sectors face the greatest risk from Chinese competition over...

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