Asia week ahead: Key data on China, Japan, South Korea and Taiwan

On Monday, we don’t expect major surprises from China’s August trade data in light of the extension of the US-China trade war truce, which kept tariffs at the status quo. Export growth could slow to around 3.8% year on year, while imports could continue to pick up to around 6.2% YoY, thanks to base effects from 2024.

August inflation data, to be released on Wednesday, could show price pressures dipped back into negative territory at around -0.1% YoY after coming in at zero in July.