Asia Data Response Manufacturing PMIs, Korea Trade, Indonesia CPI Manufacturing PMIs across the region fell further into contractionary territory in November, driven by a sharp decline in the employment index. We expect conditions to remain subdued as weaker global... 1st December 2022 · 2 mins read
India Data Response Manufacturing PMI (Nov.) India’s manufacturing PMI edged up in November and continues to buck the weaker regional trend. The survey also indicates that price pressures are easing, reinforcing our view that the RBI is now in a... 1st December 2022 · 2 mins read
China Data Response China Caixin Manufacturing PMI (Nov.) The Caixin manufacturing PMI edged up in November but remained weak. Taken together with the official survey published yesterday, they suggest that downward pressure on industrial activity intensified... 1st December 2022 · 3 mins read
Australia & New Zealand Rapid Response Australia Private Capex (Q3 & 2022/23) 1st December 2022 · 2 mins read
Capital Daily Sustained turnaround in China’s markets probably still some way off We continue to think that recent optimism around the prospects for China’s economy and financial markets will founder. 30th November 2022 · 6 mins read
Global Economics Update China’s COVID outbreak: your questions answered We hosted an online Drop-In yesterday to discuss China’s COVID outbreak and its domestic and global implications. This Update answers several of the questions that we received, some of which we couldn... 30th November 2022 · 5 mins read
India Data Response GDP (Q3) While base effects caused a sharp slowdown in headline GDP growth in India in Q3 (Q2 of FY22/23), growth held up well in quarter-on-quarter terms. However, there are signs in more timely activity data... 30th November 2022 · 2 mins read
RBA Watch RBA will hike rates to 3.85% by April With the labour market still very tight and inflation far above the RBA’s target, we expect another 25bp hike next week. However, with inflation starting to level off and consumption growth softening... 30th November 2022 · 8 mins read
Asia Economics Update Thailand: more tightening to come The Bank of Thailand hiked interest rates today by a further 25bps (to 1.25%), and reiterated that it is likely to continue tightening policy gradually over the coming months. 30th November 2022 · 3 mins read
China Data Response China Official PMIs (Nov.) The official PMIs add further evidence of another large blow to services activity as virus disruptions intensified this month. The hit to industry looks to have been more modest. But downside risks... 30th November 2022 · 3 mins read
Japan Data Response Industrial Production (Oct. 22) Industrial production saw a steeper contraction in October, while firms’ output forecasts for November and December point to a weak rebound. 30th November 2022 · 2 mins read
Australia & New Zealand Rapid Response Australia Monthly CPI Indicator (Oct.) 30th November 2022 · 2 mins read
China Chart Pack Early preparations to exit zero-COVID Concrete signs of an effort to exit from zero-COVID are emerging, with a notice today of a push to vaccinate the elderly. The low level of vaccine coverage of the most vulnerable is, along with a lack... 29th November 2022 · 12 mins read
