亚洲经济学 - 哪些亚洲经济体更易受中国通缩压力影响-Asia Economics-Which Asian economies are more exposed to deflationary pressures from China

Our framework to assess Asia ex China's exposure to China's deflationary pressures: We introduce a scorecard to assess the relative exposures, incorporating (1) PPI of sectors identified as more affected by China's deflationary pressures and their PPI weight, (2) correlation with China's PPI in the same sectors, and (3) exports similarity to capture the effects of competitive price pressures from China. Using this framework, we identify Thailand, Malaysia, and Korea as the more exposed economies within Asia ...