More Evidence Of China Slowing Permeating Asia – 8/6/2015 by Bryce Coward, Gavekal Capital
In today’s edition of More Evidence of China Slowing Permeating Asia we will focus on the recently released PMI data. Generally all the data tell a similar story – that there is a synchronized slowdown taking place in Asia – though Japan may be bucking that trend somewhat. We also show the data releases from today including Australia unemployment, Thai consumer confidence, and Philippines trade, which all showed notable deterioration in the most recent reading.