India Economics Weekly FX reserves remain more than adequate The drop in FX reserves to the lowest level in almost two years has raised concerns in some quarters that the RBI’s policy of FX intervention to slow the depreciation of the rupee is not sustainable... 23rd September 2022 · 3 mins read
Capital Daily Japan’s policymakers have bought the yen some time We think FX intervention by Japan’s Ministry of Finance (MoF), if sustained, will be enough to prevent much further depreciation in the yen against the dollar until downward pressure from widening... 22nd September 2022 · 7 mins read
Japan Data Response Japan Consumer Prices (Aug. 2022) Headline inflation jumped in August to yet another three-decade high and it still has a stretch higher to climb. That said, the Bank of Japan will remain steadfast in maintaining its ultra-easy... 20th September 2022 · 2 mins read
Asia Economics Weekly Worries over weak won, slow recovery in Sri Lanka The continued weakness of the Korean won, which has fallen 15% against the US dollar since the start of the year, has become a growing concern for policymakers and is another reason to think the... 16th September 2022 · 8 mins read
India Economics Weekly Rupee channel could help Russian oil flow Indian imports from Russia have quadrupled since the outbreak of war in Ukraine, reflecting both higher energy prices and a surge in volumes. So long as Russia’s energy sector is not specifically... 16th September 2022 · 3 mins read
China Data Response China Activity & Spending (Aug.) China’s economy held up slightly better than anticipated last month, but momentum still weakened relative to July amid renewed virus disruptions and factory closures due to power shortages. September... 16th September 2022 · 3 mins read
Japan Economics Weekly Stealth intervention would be costly With the yen falling to a 24-year low against the dollar, the government this week requested exchange rate quotes from the banks which some see as a precursor to intervention. Apart from the Ministry... 16th September 2022 · 5 mins read
Asia Chart Pack Central banks remain in hawkish mode, for now Monetary policy makers across Emerging Asia remain in hawkish mode – every central bank in the region with the exceptions of China and Vietnam has now raised interest rates this year – and further... 15th September 2022 · 15 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Aug. 22) 15th September 2022 · 2 mins read
Japan Data Response Japan External Trade (Aug. 2022) Japan’s trade deficit widened to yet another record high in August, but the peak shouldn’t be far away now. Commodity prices continue to ease, and the yen should end the year stronger than its current... 15th September 2022 · 2 mins read
