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China’s economy surged ahead in the first quarter with investment, consumption and trade all stronger than expected or (with the exception of consumption) hoped for. As if on cue, March inflation broke through 3%, the highest for two years. But there is …
30th April 2007
This report is only available as a PDF. Click to download. … Indian interest rates still have further to rise …
This report is only available as a PDF. Click to download. … Japanese rates on hold until August, but risks still on the upside …
27th April 2007
This report is only available as a PDF. Click to download. … Japan's more active reserve policy won't start a new trend …
23rd April 2007
This report is only available as a PDF. Click to download. … Is China overheating? …
With the external environment beginning to weaken, the smaller Asian economies are gradually slowing after a buoyant 2006. However, full-year growth should remain fairly close to last year’s strong rates in most countries across the region. One exception …
20th April 2007
This report is only available as a PDF. Click to download. … China's GDP surges in the first quarter …
19th April 2007
This report is only available as a PDF. Click to download. … Is the leading indicator a reliable signal of recession in Japan? …
18th April 2007
The outlook for the Japanese economy is less clear than it has been for a while. Growth in the industrial sector is certainly slowing, albeit from a relatively high level. Weak manufacturing orders and rises in stocks of unsold producer goods are among …
17th April 2007
This report is only available as a PDF. Click to download. … Early signs point to renewed surge in China's Q1 GDP …
This report is only available as a PDF. Click to download. … How much further will the yen fall against the euro? …
16th April 2007
This report is only available as a PDF. Click to download. … Would higher interest rates help Japan's economy? …
This report is only available as a PDF. Click to download. … Thai interest rates have further to fall …
11th April 2007
This report is only available as a PDF. Click to download. … Bank of Japan right to worry about US economy …
10th April 2007
This report is only available as a PDF. Click to download. … US import duties won't cancel China's cost advantage …
9th April 2007
This report is only available as a PDF. Click to download. … The outlook for India …
4th April 2007
This report is only available as a PDF. Click to download. … Is China's investment about to take-off again? …
2nd April 2007
This report is only available as a PDF. Click to download. … US move on China's imports hits the dollar …
30th March 2007
This report is only available as a PDF. Click to download. … Surprise Indian rate hike won't derail economy …
This report is only available as a PDF. Click to download. … What to make of Japan's spring wage round …
29th March 2007
The surge in China’s trade surplus in January and February grabbed the headlines. But we suspect that the jump in export growth was at least partly driven by firms bringing shipments forward to avoid expected reductions to export tax rebates. As such it …
28th March 2007
This report is only available as a PDF. Click to download. … Tankan to show Japanese economy in good health …
This report is only available as a PDF. Click to download. … Is Japan slipping back into deflation? …
26th March 2007
This report is only available as a PDF. Click to download. … Politics won't prevent Japanese rates from rising again …
20th March 2007
This report is only available as a PDF. Click to download. … Chinese rate hike ratchets policy slightly tighter …
19th March 2007
Across South-East Asia the prospect is for further interest rate cuts over the next few months, driven by slowing growth, fading inflation concerns, and local currency strength against a globally weak dollar. Elsewhere, we expect rates to be falling in …
This report is only available as a PDF. Click to download. … An update on Japan …
This report is only available as a PDF. Click to download. … What have we learned from China's National People's Congress? …
16th March 2007
The early data for January and February suggest that consumer spending has retained much of its positive momentum from the fourth quarter of last year, but industrial growth has peaked. The strong global economy, rather than the weakness of the yen, has …
13th March 2007
This report is only available as a PDF. Click to download. … What to do with a trillion dollars …
12th March 2007
This report is only available as a PDF. Click to download. … Korean interest rates to fall later this year …
8th March 2007
This report is only available as a PDF. Click to download. … Are “carry trade” fears exaggerated? …
This report is only available as a PDF. Click to download. … Asia's role in the global sell-off …
5th March 2007
This report is only available as a PDF. Click to download. … Activity data, not CPI, key to outlook for Japanese rates …
2nd March 2007
This report is only available as a PDF. Click to download. … Outlook for Thai economy continues to deteriorate …
1st March 2007
This report is only available as a PDF. Click to download. … How much should we worry about China? …
28th February 2007
This report is only available as a PDF. Click to download. … Indian economy still in danger of overheating …
This report is only available as a PDF. Click to download. … Global equities: China is a distraction, US slowdown is key …
27th February 2007
This report is only available as a PDF. Click to download. … BoJ minutes downplay importance of latest CPI data …
26th February 2007
This report is only available as a PDF. Click to download. … Thai rates to fall further than generally expected …
This report is only available as a PDF. Click to download. … Should the Bank of Japan adopt an inflation target? …
23rd February 2007
This report is only available as a PDF. Click to download. … Markets are complacent about upside risks to Japanese rates …
21st February 2007
With growth easing in many Asian countries, inflation falling and currencies appreciating against the dollar we expect further interest rate cuts over the next few months. This process will be led by Thailand and Indonesia, but there is also a good chance …
20th February 2007
This report is only available as a PDF. Click to download. … What to expect from the Bank of Japan …
19th February 2007
This report is only available as a PDF. Click to download. … January data ease fears of overheating in China …
14th February 2007
This report is only available as a PDF. Click to download. … Further tightening in India unlikely to end boom …
13th February 2007
This report is only available as a PDF. Click to download. … Japan's consumers still confident, but they need to be …
G7 officials have always argued that exchange rates need to reflect underlying economic fundamentals. The value of the yen is doing just that. The main reason for the recent weakness has been the disappointing economic data from Japan, which contrasts …
12th February 2007
This report is only available as a PDF. Click to download. … G7 keeps its focus on the renminbi, but with a new angle …
This report is only available as a PDF. Click to download. … Is there a bubble in the Chinese equity market? …
