Our Insights

世界中のCEICのアナリストから直接届く、新興国・先進国市場の精選されたニュースやInsights

CSI 300 is 12% higher against the beginning of 2020
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中国株式市場  インデックスCSI 300 歴史的高値

CSI 300 is 12% higher against the beginning of 2020
Despite the overall decline, the primary industry recorded an 11.5% y/y increase from January to August
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中国固定資産投資 前年同期比0.3%減 2020年1~8月

Despite the overall decline, the primary industry recorded an 11.5% y/y increase from January to August
Due to the negative impact of the COVID-19 pandemic, in H1 2020, China’s nationwide GDP shrank by 1.6% y/y
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中国 新たに3つのパイロット由貿易区を追加

Due to the negative impact of the COVID-19 pandemic, in H1 2020, China’s nationwide GDP shrank by 1.6% y/y
The trade surplus increased on an annual basis to USD 5.96bn in August 2020
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ブラジル 経常黒字記録 5年連続5度目

The trade surplus increased on an annual basis to USD 5.96bn in August 2020
During the first eight months of 2020, China’s industrial output rose by 0.4% y/y reflecting the lingering impact of the COVID-19 outbreak
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中国 鉱工業生産 5ヶ月連続増加

During the first eight months of 2020, China’s industrial output rose by 0.4% y/y reflecting the lingering impact of the COVID-19 outbreak
Compared to the supply side, the demand side recovery in China has been slow
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中国 小売売上高 年率上昇 2020年8月

Compared to the supply side, the demand side recovery in China has been slow
The SELIC rate remains at its lowest level, and below the expected inflation rate of 3.14% for the next 12 months
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ブラジル 中央銀行 キーレート2%据え置き

The SELIC rate remains at its lowest level, and below the expected inflation rate of 3.14% for the next 12 months
The index is well above the threshold of 50, which separates an optimistic perspective from a pessimistic one
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ブラジル 鉱工業信頼感上昇 2020年9月

The index is well above the threshold of 50, which separates an optimistic perspective from a pessimistic one
Private consumption crashed by 49.8%
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南アフリカ経済 前四半期比51%減、前年同期比17%減

Private consumption crashed by 49.8%
This is the highest growth rate since March 2019
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中国 輸出 成長継続

This is the highest growth rate since March 2019
During the previous five months the indicator stayed below the level of 50
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ブラジル 景況感改善 2020年8月

During the previous five months the indicator stayed below the level of 50
 Prices of the extractive industry grew by 16.7% y/y in July, following a higher demand for commodities on the international markets
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ブラジル 生産者インフレ加速 2020年7月

Prices of the extractive industry grew by 16.7% y/y in July, following a higher demand for commodities on the international markets.