AEJ Week Ahead: China money, credit, trade and inflation data; India CPI; Taiwan trade
Report Coverage
- Broker
- Goldman Sachs
- Region
- Asia ex-Japan
- Sector
- Finance
- Report Type
- Company Report
- Primary Focus
- Macroeconomic Data Preview
Report Summary
Goldman Sachs previews key Asia ex-Japan economic data releases for the coming week, including China May trade, money and credit, and inflation data. The report forecasts solid Chinese export growth of 15% yoy and accelerating import growth of 30% yoy driven by the AI capex boom, alongside India CPI expectations and Taiwan export rebound projections.
Key Takeaways
- China May exports expected to grow 15% yoy with imports surging 30% yoy, driven by AI capex lifting tech-related imports
- China headline CPI forecast to edge up to 1.4% yoy in May, with PPI rebounding to 4.0% yoy
- India May CPI inflation expected to rise to 4.0% yoy, with RBI expected to deliver 50bp of hikes in 2026
- Taiwan May exports forecast to rebound to 42.0% yoy, supported by tech export strength across the region
Why This Report Matters
Provides a comprehensive preview of major Asian economic data releases that could drive market movements, particularly around China's trade momentum and India's inflation trajectory amid global monetary tightening.
Topics Covered
Who this summary is for
This summary is for users researching the Goldman Sachs AEJ Week Ahead report. It helps users review AEJ Week Ahead: China money, credit, trade and inflation data; India CPI; Taiwan trade coverage, key takeaways, and related broker or sector research paths across China trade balance forecast, Asia ex-Japan economic outlook, RMB credit and money supply.
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