CEIC Data

𝗙𝗿𝗼𝗺 𝗗𝗮𝘁𝗮 𝘁𝗼 𝗜𝗻𝘀𝗶𝗴𝗵𝘁 – 𝗜𝗻 𝗠𝗶𝗻𝘂𝘁𝗲𝘀 For economists, investment analysts, and strategists, time is everything. The faster you can transform raw data into clear, compelling insights, the greater your competitive edge. With CEIC’s analytics platform, you can: ✅ 𝗙𝗶𝗻𝗱 the right data instantly 📊 𝗩𝗶𝘀𝘂𝗮𝗹𝗶𝘀𝗲 it with dynamic, customizable charts 🎨 𝗔𝗽𝗽𝗹𝘆 𝗯𝗿𝗮𝗻𝗱𝗶𝗻𝗴 to make it your own 🤝 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗲 with your team for deeper analysis 🚀 𝗦𝗵𝗮𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 quickly with clients & colleagues 🔄 𝗦𝘁𝗮𝘆 𝘂𝗽𝗱𝗮𝘁𝗲𝗱 - your charts refresh automatically with new data No more endless spreadsheets. No more static reports. Just powerful economic and investment insights - ready when you are. Request a demo to check out CEICs powerful analytics platform and award winning alternative data to the Buyside: https://lnkd.in/ds_MDWDG #Economics #DataVisualization #CEIC #InvestmentResearch

As Trump's tariffs stir economic pessimism, the Federal Reserve Bank of Atlanta nowcast of a US recession in real time made the headlines. It turned out that tariffs indeed were to blame – but not via the real economy. Instead, it was a peculiar distortion to the GDPNow model, due to physical gold being rapidly shipped to the US from abroad to avoid tariffs. Our chart breaks down the factors influencing GDPNow: PCE inflation, fixed investment, inventories, government spending, exports and – crucially, as it turns out – imports, which included this deluge of shipped bullion. (Trade figures are used as a proxy for export strength.) GDPNow slashed the growth estimate for the current quarter (1Q 2025) from 2.3% to negative 1.5% – and then, one trading day later, cut the estimate even further to a contraction of 2.8%. CEIC users can click through to our own nowcast, which uses a proprietary, machine learning-driven model tapping high-frequency and alternative indicators. We expect a a slowdown, but not a contraction, in the current quarter. The official GDP figure is due April 30. Other charts examine the spike in imports from Switzerland, another key gold-refining center. (While many companies were front-loading planned imports of all kinds of goods to get ahead of Trump's tariffs, gold bars were a high-value commodity that was being moved very quickly.) 𝐂𝐄𝐈𝐂 𝐮𝐬𝐞𝐫𝐬 𝐚𝐜𝐜𝐞𝐬𝐬 𝐜𝐡𝐚𝐫𝐭𝐬 𝐡𝐞𝐫𝐞 ➡️https://lnkd.in/dTDjp_bx 𝐍𝐨𝐭 𝐚 𝐂𝐄𝐈𝐂 𝐮𝐬𝐞𝐫? 𝐑𝐞𝐪𝐮𝐞𝐬𝐭 𝐚 𝐭𝐫𝐢𝐚𝐥 𝐭𝐨 𝐜𝐡𝐞𝐜𝐤 𝐭𝐡𝐞𝐦 𝐨𝐮𝐭: https://lnkd.in/dmMhpwgN #gold #tariffs

We start this week’s chart pack with a surprising complication from Donald Trump’s tariffs: as gold owners rushed to ship bullion to the US, import statistics sent the Atlanta Fed’s GDP forecast into a distorted tailspin. Highlighting our point-in-time data, we show how Australia’s housing market was even more richly priced than expected after figures were revised. Following our previous work exploring the China-Indonesia relationship, we take a deeper dive: besides nickel, the two nations trade palm oil, machinery and more. Concluding with India, we’ve noticed that the rupee is more volatile. As the central bank abandons its unofficial peg, we visualize the implications on liquidity in the real economy

Indonesia has rapidly become a player in the global nickel market, driven by substantial foreign investment in downstream refining. This boom has been focused on Sulawesi - the world's 11th-largest island, with a population of more than 20 million. Specifically, investment is focused on Central Sulawesi. That's allowed this region to economically outpace other provinces on the island. CEIC's granular data allows us to compare the provinces of Central, South, Southeast and West Sulawesi - as well as take a look across the Indonesian archipelago as a whole. We used data from the less-developed but demographically similar Sulawesi provinces to conceptualize a "no-FDI" counterfactual scenario for Central Sulawesi's economy. Without the nickel boom, the province's economy would have been about half as big as it is today. Chinese firms have played the most prominent role in this transformation, as our second chart shows. CEIC users can click through for more charts visualizing capital flows from Asia's largest economy into Indonesia and its base-metals sector. 𝐂𝐄𝐈𝐂 𝐮𝐬𝐞𝐫𝐬 𝐚𝐜𝐜𝐞𝐬𝐬 𝐜𝐡𝐚𝐫𝐭𝐬 𝐡𝐞𝐫𝐞 ➡️https://lnkd.in/d9U3W6Xd 𝐍𝐨𝐭 𝐚 𝐂𝐄𝐈𝐂 𝐮𝐬𝐞𝐫? 𝐑𝐞𝐪𝐮𝐞𝐬𝐭 𝐚 𝐭𝐫𝐢𝐚𝐥 𝐭𝐨 𝐜𝐡𝐞𝐜𝐤 𝐭𝐡𝐞𝐦 𝐨𝐮𝐭: https://lnkd.in/d6sJ-RZr #Indonesia #nickel

Balance-of-payments data is the most comprehensive way of measuring foreign investment flows into China. But data on fund flows from our partners at EPFR provides an earlier, higher-frequency source of information on this topic. We've charted international flows into Chinese equities and bonds against a key balance-of-payments indicator to show this correlation. This chart addresses the balance of payments' financial account's "Portfolio Investment: Liabilities" line. When foreign capital flows into China's domestic securities, it is reflected as an increase in these liabilities. China's balance-of-payments data is released only quarterly, however - and the most recent figures are for Q3 of last year. Meanwhile, EPFR data – which is primarily based on flows from mutual funds and ETFs – can track such flows on a monthly or weekly basis. CEIC users can click through for more charts identifying five recent "eras" for fund flows into China. These include the 2008-2014 period steady inflows, later outflows related to currency devaluation, and more. 𝐂𝐄𝐈𝐂 𝐮𝐬𝐞𝐫𝐬 𝐚𝐜𝐜𝐞𝐬𝐬 𝐜𝐡𝐚𝐫𝐭𝐬 𝐡𝐞𝐫𝐞 ➡️https://lnkd.in/e_MMEhBw 𝐍𝐨𝐭 𝐚 𝐂𝐄𝐈𝐂 𝐮𝐬𝐞𝐫? 𝐑𝐞𝐪𝐮𝐞𝐬𝐭 𝐚 𝐭𝐫𝐢𝐚𝐥 𝐭𝐨 𝐜𝐡𝐞𝐜𝐤 𝐭𝐡𝐞𝐦 𝐨𝐮𝐭: https://lnkd.in/eHgBqmMW #China #fundflows

Restaurant aficionados may be familiar with OpenTable's reservations app, but it’s also a source of interesting alternative data on CEIC’s platform. For instance, we can see that Australian eateries just had their best Valentine's Day in years. The number of diners on Valentine's dates at Aussie restaurants more than doubled in 2025 from V-Day 2024 levels. That's especially impressive given the 2024 figure was itself more than double the 2023 equivalent. OpenTable's dataset enables easy year-on-year comparisons for holidays that fall on the same day every year (such as New Year's Eve or Valentine's Day) and "holiday week" comparisons for multi-day festive periods. This methodology uses only seated diners who booked online, i.e. excluding walk-ins and takeaway orders. This segment is believed to be the best measure of consumers' attitude towards discretionary spending - and strikes an upbeat note amid recent concern about Australia's economy. 𝐂𝐄𝐈𝐂 𝐮𝐬𝐞𝐫𝐬 𝐚𝐜𝐜𝐞𝐬𝐬 𝐜𝐡𝐚𝐫𝐭𝐬 𝐡𝐞𝐫𝐞 ➡️https://lnkd.in/e9TWrQCt 𝐍𝐨𝐭 𝐚 𝐂𝐄𝐈𝐂 𝐮𝐬𝐞𝐫? 𝐑𝐞𝐪𝐮𝐞𝐬𝐭 𝐚 𝐭𝐫𝐢𝐚𝐥 𝐭𝐨 𝐜𝐡𝐞𝐜𝐤 𝐭𝐡𝐞𝐦 𝐨𝐮𝐭: https://lnkd.in/eGqUKxtg #Australia #restaurants

We are excited to be sponsoring the SOUCABL Conference at the University of South Carolina! If you're attending today or tomorrow, don’t miss the opportunity to connect with us. V Pincay will be there to chat about CEIC and EMIS Insights, our award-winning research platforms that are transforming university libraries and academic institutions worldwide. Whether you're looking to elevate research, streamline data access, or empower your institution, we are your go-to experts. Stop by, say hello, and discover how our cutting-edge tools can transform your library’s impact. Let’s make academia smarter, together! Do you want to learn more on how we support Academic Research? Request demo: https://lnkd.in/drWWsnig #SOUCABL2025 #EMIS #CEIC #LibraryInnovation

A deep dive into ASEAN with CEIC: Exploring Southeast Asia’s key “connector economies” at a moment of geopolitical change. Are you a portfolio strategist or investment manager interested in some of the world’s fastest-growing markets – and how they might be affected by US tariffs? We invite you to download our ASEAN chart pack, which examines Singapore, Thailand, Vietnam, Malaysia, Indonesia and the Philippines. We examine ground-up indicators, such as consumer spending and inflation. And we explore impacts from outside forces – especially, US monetary policy and the international trade environment. We also highlight regional outliers: Vietnam’s FDI boom has made it ASEAN’s fastest-growing economy, while Thailand has suffered from deflation and political tensions. Get an edge on the world’s most interesting economies with datasets from CEIC – the winner of Waters Technology’s 2024 award for the Best Alternative Data Provider to the Buyside. 𝐀𝐜𝐜𝐞𝐬𝐬 𝐭𝐡𝐞 𝐜𝐡𝐚𝐫𝐭 𝐩𝐚𝐜𝐤 𝐡𝐞𝐫𝐞: https://lnkd.in/ekTgewJT 𝐍𝐨𝐭 𝐚 𝐂𝐄𝐈𝐂 𝐮𝐬𝐞𝐫? 𝐑𝐞𝐪𝐮𝐞𝐬𝐭 𝐚 𝐭𝐫𝐢𝐚𝐥 𝐭𝐨 𝐜𝐡𝐞𝐜𝐤 𝐭𝐡𝐞𝐦 𝐨𝐮𝐭: https://lnkd.in/evtVnAZT #ASEAN #Macro #Economies #FDI #Inflation

Registration ongoing! As the global economy stands at a pivotal moment of recovery, financial markets are experiencing a new turning point. The rise of emerging markets, the reshaping of global capital flows, and the adjustment of macroeconomic policies are presenting investors and businesses with unprecedented opportunities and challenges. Amidst this, the path of economic recovery remains uncertain, with geopolitical fluctuations, policy shifts in major economies, and the growth potential of emerging markets becoming the focal points for market participants. Join us for 2025 ISI Markets Global Macroeconomic & Fund Flow Summit: Pathways to Recovery and Growth! Together with leading experts, you’ll gain deep insights into the global macroeconomic landscape and discover emerging market opportunities. To discuss the current state of the global economy, opportunities in emerging economies, and how to navigate the recovery and understand global capital flows. Register now to reserve your spot: https://lnkd.in/easTW_2C *This event will be hosted in Chinese. #economic #CEIC #EMIS #EPFR #fundflow

Brazil's late-2024 currency crisis might already feel like it was a long time ago. The real is up against the dollar so far this year; while the greenback has broadly depreciated against most currencies lately, BRL stands out in Latin America. Only Colombia's peso has performed better. Brazil's central bank is largely responsible for this performance. It's on an aggressive monetary tightening journey that has outweighed lingering concern about mounting public debt and President Lula's lack of spending restraint. (BRL/USD weakened to an all-time low in December after Lula’s November fiscal package was poorly received.) The Banco Central do Brasil is widely expected to hike rates by another full percentage point on March 19. It made a move of that magnitude in January, when the key Selic policy rate was pushed to 13.25%. CEIC users can click through for a tour of more charts on the Brazilian economy – which show why the central bank is so concerned about overheating. Official inflation figures will be released on March 12. CEIC users can also visit our nowcast, which is showing steady price increases for now; February inflation is seen matching January's annualized pace of 4.6%. 𝐂𝐄𝐈𝐂 𝐮𝐬𝐞𝐫𝐬 𝐚𝐜𝐜𝐞𝐬𝐬 𝐜𝐡𝐚𝐫𝐭𝐬 𝐡𝐞𝐫𝐞 ➡️https://lnkd.in/exh6N6bx 𝐍𝐨𝐭 𝐚 𝐂𝐄𝐈𝐂 𝐮𝐬𝐞𝐫? 𝐑𝐞𝐪𝐮𝐞𝐬𝐭 𝐚 𝐭𝐫𝐢𝐚𝐥 𝐭𝐨 𝐜𝐡𝐞𝐜𝐤 𝐭𝐡𝐞𝐦 𝐨𝐮𝐭: https://lnkd.in/eQX7Naqb #Brazil