Asia Economics Update A guide to political events in 2020 In this Update we take a look at the important elections and political events that are set to take place across Asia over the coming year, assessing the implications for policymaking and economic... 20th January 2020 · 3 mins read
India Chart Pack Tentative signs of recovery 2019 was truly an annus horribilis for India’s economy but there are green shoots of a recovery in the data from the very end of the year. Industrial production growth jumped in November. Meanwhile... 20th January 2020 · 9 mins read
China Economics Weekly Phase One, Wall Street and the renminbi The Phase One trade deal signed this week includes commitments by China to refrain from competitive devaluations and widen market access for US non-bank financial institutions (NBFIs). We doubt the... 17th January 2020 · 5 mins read
Asia Economic Outlook Most countries set for gradual recovery, China to slow Most countries in Emerging Asia should stage a gradual recovery over the coming year helped by continued policy support. Several have announced expansionary budgets or fiscal stimulus packages, while... 16th January 2020 · 49 mins read
Australia & New Zealand Economic Outlook RBA’s work not done yet Australia’s house prices may rise by 8% this year but consumers are still reeling under high debt loads. With growth set to fall short of potential, we still expect unemployment to rise further which... 16th January 2020 · 22 mins read
Capital Daily BoE policy likely to push sterling and Gilt yields higher this year While the negotiations between the UK and the EU on their future relationship will probably continue to influence UK financial markets this year, we think that monetary policy will be another... 13th January 2020 · 5 mins read
Asia Economics Focus Taiwan: what to expect from Tsai’s second term and beyond The two key economic challenges facing Tsai Ing-wen in her second and final term as Taiwan’s president are the deteriorating demographic outlook and the long-term decline in productivity growth. A... 13th January 2020 · 14 mins read
UK Economics Weekly First evidence of a “Boris bounce” There is some early evidence that a “Boris bounce” after the election victory might be in progress, but the size and duration of any upswing will depend on how well the next stage of the Brexit... 10th January 2020 · 9 mins read
Long-term Global Economic Outlook EM catch-up to slow as globalisation stalls We expect most of the 2020s to be characterised by slow growth and very low inflation as persistently weak productivity growth leaves the developed world looking distinctly Japanese. But technological... 10th January 2020 · 1 hr, 6 mins read
Long Run Economic Outlook EM catch-up to slow as globalisation stalls 10th January 2020 · 1 hr, 9 mins read
Japan Economics Weekly Diminishing capacity shortages won’t prompt rate cuts Capacity shortages remained pronounced on the eve on the sales tax hike. And even though we expect the output gap to decline a bit over the coming months, that probably won’t trigger additional easing... 10th January 2020 · 5 mins read
Asia Economics Weekly Taiwan election, Thailand’s currency dilemma Given her huge lead in the opinion polls, it will come as a major surprise if Tsai Ing-wen is not re-elected for a second and final term as Taiwan’s president on Saturday. However, whether Tsai can... 10th January 2020 · 6 mins read
US Economics Focus Deregulation doing little to boost economy There is little to suggest that President Donald Trump’s deregulatory agenda has provided a significant boost to economic growth. While it may still be too soon to fully judge the impact, the... 9th January 2020 · 15 mins read
India Economic Outlook The road to recovery After a year to forget in 2019, a combination of policy loosening and more effective measures to deal with the malaise in the shadow banking sector will push economic growth in India back up to a... 9th January 2020 · 19 mins read
Japan Economic Outlook Growth to fall short of expectations The sales tax hike has not been as damaging as many had feared. But we remain more pessimistic about the outlook for global growth and domestic investment than most. That explains why we expect GDP to... 8th January 2020 · 22 mins read
Middle East & North Africa Economics Update US-Iran tensions and the threat to the rest of MENA Fears of a direct conflict between the US and Iran have eased over the past day or so, but the risk has not disappeared and the rest of the MENA region is vulnerable to any retaliation by Tehran... 7th January 2020 · 4 mins read
