Asia Economics Update Recovery in construction to help rescue Japanese GDP The latest housing starts data should (but perhaps won’t) quieten talk that Japan is heading into recession. Indeed, we are increasingly confident that a sustained recovery in the construction sector... 31st January 2008 · 1 min read
Asia Economics Update Can Chinese fiscal policy do more to stimulate demand? Fears over the demise of the US consumer have left many wondering where the next source of global demand will come from. We are sceptical that increased Chinese demand will do much to offset the... 29th January 2008 · 1 min read
Asia Economics Update What's up with Japanese consumers? The surprise jump in household spending in December suggests that it is too soon to write-off the Japanese consumer. The labour market is also holding up rather better than many had expected and... 29th January 2008 · 1 min read
Asia Economics Update Bank of Japan signals next move in rates is still up 22nd January 2008 · 1 min read
Asia Economics Update China's tight monetary policy: nice while it lasted 20th December 2007 · 1 min read
Asia Economics Update Central banks ease the liquidity crisis, but problems go deeper 12th December 2007 · 1 min read
Asia Economics Update Japanese consumers fear stagflation, not deflation 11th December 2007 · 1 min read
Asia Economics Update Tighter monetary policy not a new departure for China 5th December 2007 · 1 min read
