Sticky Rice and Shaky Trade

With frontloading fading and trade on shaky ground, Gaurav, Denise, and Stefan sift through Asia-Pacific’s latest export figures for signs of a slowdown. China’s manufacturing PMI offers little comfort; soft across the board and especially grim on the jobs front. Over in Japan, a surge in rice prices is keeping inflation sticky, but wage growth isn’t playing ball. So why won’t the BoJ hike? The team also dives into China’s flirtation with deflation, a Thai economy on edge, and why Southeast Asia’s political unrest—from Jakarta to Bangkok—is about more than just the headlines. Plus: chips and investment pledges are shaking up trade talks, and the Shanghai Cooperation Organization meetings spark questions about whether China, India and Russia are really turning a new page or just putting on a show.

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