REAL-TIME GLOBAL RESEARCH
J.P. Morgan Taiwan FTM 20 Jul 26: Greater China Data watch; Chemical Reactions and More. Sun Jul 19 2026
Research evidence excerpt
J.P. Morgan Taiwan FTM 20 Jul 26: Greater China Data watch; Chemical Reactions and More. Sun Jul 19 2026
Asia Pacific Equity Research
Taiwan First to Market 20 July 2026
Top Stories
Greater China (Feng Zhu)
• China: 2Q GDP disappoints even as June IP surprises to the upside
• We revise down our full-year GDP growth forecast, while lifting 3Q/4Q on stronger fiscal support
• Exports strengthened, imports stayed input-led
• Credit disappointed on weak loan demand
• Next week: China LPR; Hong Kong CPI; Taiwan export orders, labor, and IP
Chemical Reactions (Parsley Ong)
July 2026: PX spread jumped to highest since Aug 2024. Shandong tightens enforcement of ‘20-yr
old’ capacity phaseout
We relaunch our monthly chemical reactions series which outlines recent trends in the refining and chemicals space and
contains key spreads, demand, trade flow, policy, inventory and our current top picks/avoids.
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