Frederic Neumann

Asia Economist at HSBC - tweets are my own, re-tweets aren't endorsements.

[Frederic Neumann @FredericNeumann]

#TPP may be out, but RCEP isn't "all that" either unless China opens up more to imports, see recent article in #NAR https://t.co/ykWyxkVl6g

[Frederic Neumann @FredericNeumann]

Just hours to go until #inauguration! What will #DonaldTrump mean for Asia? Latest comment published in #NAR https://t.co/FJbQnbu6A0

[Frederic Neumann @FredericNeumann]

Facing th press in HK together with @kingeconomist, questions on trump dominate, feel that'll be the case for a while

[Victor Mallet @VJMallet]

US border tax threatens Asian growth https://t.co/6UhjEGPvKZ via @FT

[Frederic Neumann @FredericNeumann]

China PPI nice beat, but this isn't the big reflation: PPI down almost as much a year ago, so PPI today unchanged over 2 years

[Frederic Neumann @FredericNeumann]

Nice upside for Caixin's China PMI in Dec(51.9 from 50.9), lifted by pre-CNY order rush? Lower NBS PMI more telling, led by drop in steel.

[Frederic Neumann @FredericNeumann]

Asian PMIs for December point sideways, there seems to be some lift from tech for Taiwan and NEA exports, but ASEAN and India not picking up

[Frederic Neumann @FredericNeumann]

Here's one response to 2016: curl up like the Japanese seem to be increasingly doing...https://t.co/NXMAVMwaIZ via @bbc, and on to 2017!

[Frederic Neumann @FredericNeumann]

If China wants RCEP to succeed it must open its markets, like US did post-WW2; see latest Nikkei Asia Review op-ed, https://t.co/ykWyxkVl6g

[Frederic Neumann @FredericNeumann]

That could help, but car sales closely correlated with homes sales in China and property curbs are starting to bite. https://t.co/EBLScJeXuE

[Reuters China @ReutersChina]

China announces extension to tax cut for small-engine vehicles https://t.co/6ozy7s3cRQ

[Frederic Neumann @FredericNeumann]

Punchy credit data from #China. Aggregate finacing jumped in Nov. Should counter fears that real estate tightening will slow growth overly.

[Frederic Neumann @FredericNeumann]

But @Brad_Setser haven't Chinese tourists started to go elsewhere like Japan over last 2 years? would then expect correlation to break down https://t.co/DkMtpC3QIC

[Brad Setser @Brad_Setser]

More evidence that China's $300b in "tourism" imports disguise some capital outflows; correlation w HK's tourism exports disappeared in 14 https://t.co/i9ZVe3MIpa

[Frederic Neumann @FredericNeumann]

What? There's something called twitter? - This will be fun. For all stuff Asia economics hook into this feed. #myfirsttweet