Japan Economics Update Is Japan’s recovery already faltering? The falls in the main balances of Japan’s Economy Watchers Survey in October suggest that the recovery lost a little momentum at the start of the fourth quarter. Nonetheless, growth was probably... 10th November 2009 · 1 min read
Asia Economics Update Is Japan’s recovery already faltering? The falls in the main balances of Japan’s Economy Watchers Survey in October suggest that the recovery lost a little momentum at the start of the fourth quarter. Nonetheless, growth was probably... 10th November 2009 · 1 min read
UK Economics Update State-supported banking system still looks too weak to lend The Government today announced more details on its latest round of assistance for UK banks. With the banking system still heavily dependent on state support, a significant pick-up in bank lending... 3rd November 2009 · 1 min read
UK Economics Update Lloyds going it alone may not help the lending outlook It is looking increasingly likely that the Government will allow Lloyds Banking Group to bow out of the Asset Protection Scheme (APS). While this is testimony to the improvement in both financial and... 29th October 2009 · 1 min read
UK Economics Update Can Brown do a Major? The recent improvement in consumer confidence might give Gordon Brown hope that he can emulate John Major and pull off an unlikely election victory in the aftermath of a deep recession. But much... 13th October 2009 · 1 min read
China Economics Update Business conditions continue to improve in China Business conditions in China improved across the board in Q3, but small and privately-owned firms are far less exuberant than their large and state-owned counterparts. 13th October 2009 · 1 min read
Asia Economics Update Business conditions continue to improve in China Business conditions in China improved across the board in Q3, but small and privately-owned firms are far less exuberant than their large and state-owned counterparts. 13th October 2009 · 1 min read
Asia Economics Update Near-term outlook for Japan remains bright The improvement in the main balances of Japan’s Economy Watchers Survey in September is a relief after the dips in the previous one-two months. Indeed, these balances are now back at levels last seen... 8th October 2009 · 1 min read
UK Economics Update Tory spending cuts are just the beginning The proposed cuts in public spending set out by the Shadow Chancellor of the Exchequer George Osborne at the Conservative Party Conference in Manchester are likely to be just the first small step... 6th October 2009 · 1 min read
UK Economics Update Tory spending cuts are just the beginning The proposed cuts in public spending set out by the Shadow Chancellor of the Exchequer George Osborne at the Conservative Party Conference in Manchester are likely to be just the first small step... 6th October 2009 · 1 min read
Asia Economics Update Japan Tankan points to continued recovery The Bank of Japan’s September Tankan survey released today showed a further improvement in the business conditions faced by large manufacturers and large non-manufacturers. But the pick-up in... 1st October 2009 · 1 min read
Japan Economics Update Japan Tankan points to continued recovery The Bank of Japan’s September Tankan survey released today showed a further improvement in the business conditions faced by large manufacturers and large non-manufacturers. But the pick-up in... 1st October 2009 · 1 min read
Asia Economics Update China still hurtling along Our China Activity Proxy (CAP) suggests that China’s economy expanded at an annualised pace of 15% over the summer. With many companies only just starting to spend the proceeds of loans, rapid growth... 28th September 2009 · 1 min read
Asia Economics Update What to look for in the Tankan The Bank of Japan’s quarterly Tankan survey (released on 1st October) will show a marked improvement in business conditions faced by large manufacturers. However, a rebound in sentiment among smaller... 25th September 2009 · 1 min read
Japan Economics Update What to look for in the Tankan The Bank of Japan’s quarterly Tankan survey (released on 1st October) will show a marked improvement in business conditions faced by large manufacturers. However, a rebound in sentiment among smaller... 25th September 2009 · 1 min read
