Australia & New Zealand Economics Weekly Hawkish RBA will lift cash rate above 4% by May With inflation surpassing its forecasts, the Reserve Bank of Australia is becoming increasingly concerned about a wage-price spiral. Accordingly, we’re lifting our forecast for the peak in the cash... 10th February 2023 · 5 mins read
China Data Response Consumer & Producer Prices (Jan.) Factory-gate prices continued to decline last month thanks to falling commodity prices and waning supply chain disruption. But at the same time, a jump in demand for travel and other services... 10th February 2023 · 3 mins read
Asset Allocation Update We still expect Indian equities to lag The Adani saga hasn’t done much to reduce the comparatively stretched valuation of India’s stock market. In our view, that means there is still scope for it to underperform over the long run. In view... 9th February 2023 · 4 mins read
Global Markets Update We think bond yields will fall in Canada & ANZ We think sovereign bond yields in Canada, Australia, and New Zealand will drop further by end-2023. 8th February 2023 · 3 mins read
India Economics Update RBI unlikely to tighten policy any further The RBI further slowed the pace of monetary tightening with a 25bp hike to the repo rate (to 6.50%) today and, though it has left the door ajar for further tightening, the softer growth outlook and... 8th February 2023 · 3 mins read
Japan Data Response Japan Economy Watchers Survey (Jan. 2023) Current readings dipped slightly in January’s Economy Watchers Survey but the jump in outlook readings suggests spending growth this quarter will still be decent. 8th February 2023 · 2 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Feb. 22) 7th February 2023 · 2 mins read
Japan Data Response Japan Labour Cash Earnings (Dec. 2022) The large jump in wage growth in December was mostly due to a surge in volatile bonus payments and it will slow over the coming months. 7th February 2023 · 2 mins read
Australia & New Zealand Rapid Response Australia International Trade (Dec. 22) 7th February 2023 · 1 min read
Asia Data Response Indonesia GDP (Q4) Economic growth in Indonesia slowed in the final quarter of last year and further weakness is likely as weak global demand, high inflation and elevated interest rates drag on activity. 6th February 2023 · 2 mins read
India Economics Update Budget has an eye on the long term While some of the measures unveiled in the FY23/24 Union Budget are geared towards shoring up popular support ahead of next year’s general election, there is a clear long-term focus too. The projected... 3rd February 2023 · 3 mins read
China Economics Weekly Fiscal support on its way, IPO reform largely cosmetic Government bond issuance, a timely proxy for the fiscal stance, fell year-on-year last month. But all the signs are that this will be temporary, with borrowing likely to ramp up in the coming months... 3rd February 2023 · 6 mins read
