MACRO DATA IMPACTING ASIA 17 - 21 Aug


21 Aug

MACRO DATA IMPACTING ASIA 17 - 21 Aug

US stimulus and covid continue to dominate the market. European, US and Japanese Flash PMI data out Friday will be closely watched too

Hong Kong Earnings continue to be in focus this week.

Big week for Japan; GDP data Monday , Tankan index Tuesday, Trade data Wednesday and Inflation and Flash PMI on Friday.

S Korea PPI, Taiwan Export orders and Current account and China the 1& 5 year alone rate. HK Unemployment and Inflation rate.

US Housing data this week, FOMC minutes along with TIC flow and TIPs auction.

Europe Current account and inflation data and flash PMI's


Monday 17 August

Hong Kong earnings
includes HK & China Gas (3), China Overseas Grand Oceans (81), Shougang Concord (103), Geely Auto (175), RREEF China Commercial (625), Sany Heavy (631), Prosperity Int (803), China Resources Power (836), Modern Land (1107), Times China (1233), Q Tech (1478), 3SBio (1530), Minsheng Educations (1569), Weimob (2013), Wuxi biologics (2269), Sunny Optical (2382), Beijing Capital Land (2868), Sino-Ocean (3377), CICC (3908),

JAPAN GDP Data (Growth rate, Growth Annualised, Capital Expenditure, External Demand and Price Index). Industrial Production and Capacity Utilisation
S KOREA No data due
TAIWAN No data due
CHINA No data due
HONG KONG No data due
EUROZONE No data due
GERMANY Bundesbank Monthly report
FRANCE No data due
UK No data due
USA NY Empire State Manufacturing Index, NAHB housing Market Index, ForeignBond Investment, Net Long Term TIC flows, Overall Net Capital Flows


Tuesday 18 August

Hong Kong Earnings including
HK Ferry (50), Miramar Hotel (71), Kingdee (268), Fufeng (546), China Tian Yuan Healthcare (557), China Telecom (728), Huaneng Power (902), Chain Yurun Food (1068), RoadKing Infra (1098), Nexteer Auto (1316), 361 Degrees (1361), CITIC Telecom (1883), Solomon Systech (2878), Hengdeli (3389), Kingsoft (3888), China Feihe (6186)

JAPAN Tankan Index
S KOREA No data due
TAIWAN No data due
CHINA No data due
HONG KONG No data due
EUROZONE No data due
GERMANY No data due
FRANCE No data due
UK No data due
USA Housing Starts, Building Permits, Redbook, API Crude Oil Stocks Change



Wednesday 19 August

Hong Kong Earnings including
Kowloon Development (34), China Resources Beer (291), HK EX (388), CNOOC (883), China Merchants Land (978), Hengan Int (1044), Yuexiu Transport (1052), MMG (1208), China Lilang (1234), Samsonite (1910), BBMG (2009), Yancoal Australia (3668), Alibaba (9988).

JAPAN Balance of Trade, Exports, Machinery Orders, Imports.
S KOREA No data due
TAIWAN No data due
CHINA No data due
HONG KONG Unemployment Rate
EUROZONE Current Account, Core Inflation, Inflation
GERMANY No data due
FRANCE No data due
UK Inflation Rate, Core Inflation Rate, PPI Core Output, Retail Price Index, PPI Output, PPI Input
USA MBA Mortgage Applications, 30 yr Mortgage Rate, EIA Oil report, FOMC Minutes


Thursday 20 August

Hong Kong Earnings including
Henderson Land (12), Bank East Asia (23), Henderson Investment (97), Xingfa (98), K Wah (98), Sinofert (297), Bank of Jinzhou (416), Cosco Chipping (517), Kerry Property (683), Tongda (698), China State Construction (830), Hisense Home Applicances (921), Sinopec Danton’s (934), China Renewable Energy (987), Huadian Power (1071), Haier (1169), AIA Group (1299), DragonMining (1712), Ping An Healthcare & Tech (1833), Stella (1836), Kaisa Prosperity (2168), Comba Telecom (2342), Tongda (2363), BOC Aviation (2588), China Overseas Property (2669), ENN Energy (2688), Champion Real Estate Investment Trust (2778), Bestway Global (3358), Parkson Retail (3368),

JAPAN Foreign Bind & Stock Investments
S KOREA No data due
TAIWAN Export Orders, Current Account
CHINA Loan Prime Rate 1yr and 5 yr
HONG KONG Inflation Rate
EUROZONE Construction Output ECB Monetary Policy Meeting Accounts
GERMANY PPI
FRANCE No data due
UK CBI Industrial Trends
USA Initial Claims data, Philadelphia Manufacturing Index, CB Leading Index, EIA Natural Gas Report, 30 yr TIPS Action


Friday 21 August

Hong Kong Earnings including
Tian An China (28), Cross Harbour (32), Orient Overseas (316), Huabao (336), Yips Chemicals (408), SOHO China (410), Fountain Set (420), Shenzhen Expressway, (548), China Trad Chinese Medicine (570), Playmates Holdings (635), Haitong Int (665), Zhang An (672), Hopson Development (754), Playmates Toys (869), Anhui Conch (914), Vanke Overseas (1036), Sinopharm (1099), Mainland Headwear (1100), Brilliance China (1114), Zoomlion (1157), CC Land (1224), China Resources Cement (1313), PICC (1339), Xingda (1899), China Renaissance (1911), PICC Property and Casualty (2328), AviChina (2357), Sinopec Engineering (2386), CPIC (2601), Greentown Services (2869), China State Construction (3311), Fuyao Glass (3606), Meituan Dianping (3690), CanSino Biologics (6185)

JAPAN Inflation Rate, Core Inflation Rate, Inflation Ex Food & Energy, Flash PMI Manufacturing, Services and Composite.
S KOREA PPI
TAIWAN No data due
CHINA No data due
HONG KONG No data due
EUROZONE Flash PMI Manufacturing, Services and Composite. Consumer Confidence Flash
GERMANY Flash PMI Manufacturing, Services and Composite.
FRANCE Flash PMI Manufacturing, Services and Composite.
UK Retail Sales Data, Public Sector Net Borrowing, Flash PMI Manufacturing, Services and Composite.
USA Flash PMI Manufacturing, Services and Composite, Existing Home Sales, Baker Hughes Total Oil Rig Count.

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