Japan Economics Weekly Funding tussle may scupper higher spending on babies PM Kishida’s plan to lift spending on childcare would take the total outlay to the highest in the OECD. However, this likely won’t have much of an impact on the stubborn decline in fertility. After... 27th January 2023 · 7 mins read
Event EM Drop-In: What China’s re-opening means for emerging markets 1675350000 China has made an abrupt shift away from zero-COVID, prompting a wave of market euphoria – and some anxiety – about a surge in demand.
India Economics Weekly What to expect from the Union Budget For watchers of India’s economy, next week is one of the most significant of the year as Finance Minister Nirmala Sitharaman delivers the Union Budget for FY23/24 on Wednesday. This is the last full... 27th January 2023 · 5 mins read
China Economics Weekly Brighter days ahead for the housing market New home sales have almost halved over the past couple of years but a cyclical rebound appears to be kicking off now that government policy has turned more supportive on multiple fronts. 27th January 2023 · 7 mins read
Japan Data Response Tokyo Consumer Prices (Jan. 2023) Tokyo inflation rose to 4.4% in January as fresh food and services inflation rose. But with the boost from the weaker yen fading and lower commodity prices due to feedthrough, inflation should fall... 27th January 2023 · 2 mins read
Event Climate Drop-In: China’s climate contradictions in an age of fracturing 1675324800 As the world’s biggest polluter and its biggest investor in renewable energy, China is a study in contradiction on the climate question.
Asia Data Response Philippines GDP (Q4) Growth slowed in Q4 and we expect the economy to weaken further over the coming quarters against a backdrop of weak global demand, high interest rates and elevated inflation. 26th January 2023 · 2 mins read
Asia Data Response Korea GDP (Q4) Economic output fell in the final quarter of 2022, and we think the economy will continue to struggle over the coming year as high interest rates and weak overseas demand weigh on prospects. Our 2023... 25th January 2023 · 3 mins read
China Economics Update Lifting the official retirement age is not the answer The contraction in China’s population has triggered renewed discussion of what the government could do to counter the demographic drag. One popular suggestion is to lift China’s statutory retirement... 25th January 2023 · 4 mins read
Global Markets Update We think equities in Japan will remain under pressure We think equities in Japan will come under renewed pressure in local-currency terms over the coming months, amid an economic slowdown and further strengthening in the yen. 25th January 2023 · 3 mins read
Asia Economics Update Sri Lanka: Rates likely to stay unchanged in 2023 Sri Lanka’s central bank (CBSL) kept interest rates unchanged today, and we expect it to leave rates on hold for the rest of the year as it aims to strike a fine balance between supporting a... 25th January 2023 · 3 mins read
