Japan Economics Weekly Yield Curve Control set to end in April The Bank of Japan didn’t alter policy settings at today’s meeting. With economic activity set to disappoint the Bank’s overly optimistic forecasts and wage growth slowing again, the case for... 10th March 2023 · 6 mins read
Asia Economics Update How will Asia respond to a more hawkish Fed? For most economies in Emerging Asia it will be local factors, not the actions of the US Fed, that determine the next moves by the region’s central banks. Given the poor outlook for economic growth in... 9th March 2023 · 3 mins read
Global Markets Update We think the struggles for equities in India will resume We think MSCI’s India Index will fall over the next couple of quarters in local-currency terms, amid subdued domestic economic activity and a general deterioration in investors’ appetite for “risky”... 9th March 2023 · 3 mins read
Asia Economics Update Malaysia: Rates on hold, further tightening unlikely Malaysia’s central bank (BNM) left its policy rate unchanged today (at 2.75%) and with the economy likely to remain weak and inflation set to fall back further over the coming months, we expect rates... 9th March 2023 · 3 mins read
China Data Response Consumer & Producer Prices (Feb.) Factory gate prices stopped falling last month, as China’s reopening helped to put a floor under global commodity prices. Meanwhile, consumer price inflation dropped back sharply due to a fall in food... 9th March 2023 · 3 mins read
China Data Response China Trade (Jan. & Feb.) China’s import volumes were little changed at the beginning of the year, disappointing hopes for a rebound. But we still think that reopening will eventually drive a pick-up in imports. And while... 7th March 2023 · 2 mins read
Australia & New Zealand Economics Update RBA not done tightening yet The Reserve Bank of Australia signalled that further tightening will be needed when it hiked the cash rate to 3.60% today and we’re sticking to our forecast that the Bank will lift the cash rate to 4... 7th March 2023 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Mar 23) 7th March 2023 · 2 mins read
Japan Data Response Japan Labour Cash Earnings (Jan. 2023) Wage growth fell sharply in January to its weakest in almost two years due largely to a slowdown in the growth of regular and overtime hours worked. Real wages posted the worst fall since the Global... 7th March 2023 · 2 mins read
Australia & New Zealand Rapid Response Australia International Trade (Jan.) 7th March 2023 · 2 mins read
Capital Daily China’s stock market has scope to shrug off slower growth target Even if economic growth in China this year fails to eclipse the modest 5% target announced at the National People’s Congress (NPC) on Sunday, we expect its stock market to continue to recover and... 6th March 2023 · 5 mins read
China Economics Focus China’s economic roadmap for 2023 The economic plans that have been detailed at the National People’s Congress are more cautious and restrained than had seemed likely given the pro-growth messaging ahead of the event. That suggests... 6th March 2023 · 16 mins read
