With #china 2-child policy in place, time to revisit dependency ratios. UN demographic projections need updating

Stay on top of developments in #China & the #Resources sectors with the China Resources Quarterly #ausbiz #ausecon wibiq.westpac.com.au/wibiqauthoring…

#china official comments & Oct outlays spike imply central deficit could exceed 4% GDP in 2016 v 1.8% in 2014.

#china aggregate margin of property developers fell 4.3ppts to 9.2% in 2014, lowest since 2005, revenue -6%yr, profit -36% on discounting.

#china FX loans fell sharply in October continuing Sep trend, FX deposits edging higher yoy

#china weak demand for credit telling on both banks and the shadow in October, albeit m/m seasonality v negative

H Shin: accounting convention of triple coincidence has led to neglecting massive borrowing in foreign currency

#Indonesia one stop shop for inward investment #IABW2015

#Indonesia #IABW2015 FDI by source country

About to hit the air with Angie Lau to talk Westpac Economics China consumer survey, singles day & Black Friday online sales in the USA

Global policy (un)certainty supportive of better growth in 2016, esp. now that #china uncertainty spike has subsided

Active #QE #SDR members #JPY & #EUR stealing a march on conventional #CNY & normalizing #USD in real effective terms

#china Westpac Economics #consumer sentiment & #policyuncertainty rose & fell respectively in Nov: 2 lonely bright spots

#china IO import volume 82mt in Nov, +21.7%yr. crude oil +6.3%yr, coal & lignite -25.6%yr.

#china return to fx reserve rundown partially about lower trade surplus/less weak imports, but mainly about 'other'

#rba board announcements: former Macq banker Moss replaces retiring Corbett, Tanna extended x.com/TonyBoydAFR/st…

#rba board announcements, former Macq banker Moss replaces retiring Corbett, Tanna extended

#china exports still lagging global mean, but HK specific drag is easing

#china trade flows by country plus advanced/EM split. Extra-regional EM still a massive drag, intra-Asia EM firmer

Anti-dumping suits initiated against #china as a share of all suits; plus its current account balance as % world GDP