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Bank of America have updated their China reflation principal component analysis to include shifts in high yield credit, alongside equities, FX, CGB yields & iron ore. They note that “the sharp drop in this reflation metric has translated to less Asia FX depreciation and local debt underperformance than previously observed, although with notable cross-country disparity - IDR has been stronger than expected while THB notably weaker. This can be attributed to non-China factors such as ample USD liquidity and strong regional trade positions, neither of which is likely to sustain through 2022.”