Australia & New Zealand Economics Update Australia CoreLogic House Prices (Aug.) With transaction volumes moderating and inventory rising, we expect the Australian housing market to cool in months ahead. 2nd September 2024 · 2 mins read
China Rapid Response China PMIs (Aug. 2024) The PMIs for August suggest that economic momentum held broadly steady last month, with modest improvements in manufacturing helping to offset a further slowdown in construction activity. But with... 2nd September 2024 · 3 mins read
Asia Chart Pack Asia Chart Pack (August 2024) Our Asia Economics Chart Pack has been updated with the latest data and our analysis of recent developments. With GDP growth likely to struggle, inflation set to remain low and currencies rebounding... 30th August 2024 · 0 mins read
China Economics Weekly Tariff barriers keep climbing, USD still dominates trade Canada's new tariffs on Chinese exports won't have much of an impact on China's economy, but they are symptomatic of a broader wave of protectionist measures that have been ramping up in recent years... 30th August 2024 · 5 mins read
Climate Economics Monthly Canada EV tariffs; Is Trump warming to EVs? While Canada's tariffs on Chinese-made electric vehicles are unlikely to have a major impact on China's green exports, it is another example of broader global fracturing between China and the West... 30th August 2024 · 4 mins read
Africa Economics Weekly China-Africa lending, Zambia power cuts to bite Data out this week showed that Chinese lending to Africa increased for the first time since 2016. But worries about convoluted debt restructuring processes mean that Chinese outbound lending to the... 30th August 2024 · 6 mins read
China Chart Pack China Chart Pack (Aug. 24) Falling house prices and a soft labour market will continue to hold back consumer spending over the coming months. And with the PBOC concerned about a bond bubble, large-scale monetary easing appears... 30th August 2024 · 1 min read
India Rapid Response Growth slowing, but economy still strong GDP figures for Q2 show a sharper-than-expected slowdown in India’s economy. Looking ahead, we expect economic activity to moderate a bit further over the coming quarters. But the big picture is that... 30th August 2024 · 2 mins read
Asia Economics Weekly Falling fertility in Korea, government in retreat New figures released this week show that the fertility rate in Korea fell again last year to a new all-time low of just 0.72 births per woman. The decline in the fertility rate will weigh heavily on... 30th August 2024 · 7 mins read
India Economics Weekly MPC shake-up suggests no October rate cut Confirmation that the two most dovish members of the MPC will be stepping down before the RBI's next policy meeting in October strengthens our view that the panel won't vote to cut rates in that... 30th August 2024 · 4 mins read
Australia & New Zealand Economics Weekly Cap on foreign students could stymie growth in 2025 The Australian government is working to pass legislation that would cap international student commencements at 270,000 in 2025, a significant step down from its current level of around 400,000. While... 30th August 2024 · 5 mins read
Japan Economics Weekly BoJ will press ahead with another rate hike The jump in the unemployment rate in July is a lagged response to the weakness in economic activity around the turn of the year. Given that the July industrial production and retail sales data are... 30th August 2024 · 5 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Jul. 24) The July activity data suggest that the economic recovery continued in Q3 but shifted down at least one gear. 30th August 2024 · 2 mins read
Japan Rapid Response Japan Labour Market (Jul. 24) & Tokyo CPI (Aug. 24) The jump in the unemployment rate in July should reverse before long as economic activity rebounds. Meanwhile, the renewed pick-up in underlying inflation in Tokyo in August is consistent with our... 30th August 2024 · 2 mins read
China Activity Monitor CAP: Growth picks up thanks to fiscal boost Our China Activity Proxy suggests that activity growth edged up in July thanks to a ramp-up in fiscal spending. Policy support will continue to drive a cyclical recovery over the coming months. But... 29th August 2024 · 4 mins read
