India Economics Weekly SEBI in Hindenburg’s crosshairs, Sino-Indian relations The Adani Group/Hindenburg Research saga took a new twist this week as the US short-seller alleged that India's markets regulator, SEBI, had a major conflict of interests in investigating the... 16th August 2024 · 3 mins read
Asia Rapid Response Malaysia GDP (Q2, second estimate) The second estimate of Q2 GDP confirmed that Malaysia’s economy accelerated sharply but, with inflation set to jump, commodity prices likely to decline and the boost from tourism set to fade, we still... 16th August 2024 · 2 mins read
China Economics Focus How to fix China’s property destocking scheme The property support measures included in yesterday’s stimulus announcement won’t be enough to drive a turnaround in the housing market. In a detailed analysis of the government’s property destocking... 16th August 2024 · 18 mins read
Japan Economics Weekly Consumption revival points to another rate hike The strong rebound in household consumption last quarter was underpinned by a pick-up in real incomes. This should allay lingering concerns among BoJ policymakers that the economy is too weak to cope... 16th August 2024 · 5 mins read
Australia & New Zealand Economics Weekly RBNZ likely to loosen faster than it has signalled When it kicked off its easing cycle this week, the RBNZ indicated that it would take a measured approach to cutting rates over the coming months. However, we think the Bank is understating the... 16th August 2024 · 4 mins read
Capital Daily Assessing the outlook for China’s stocks and bonds We think there is better news on China’s economy in the pipeline that could underpin a rally in its lowly valued stock market. But in our view there is less scope for gains in China’s bonds. 15th August 2024 · 4 mins read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (August 2024) The Antipodean central banks will tread different paths when it comes to policy setting in the near term. With the New Zealand economy in a tailspin and inflation well on its way to target, the RBNZ... 15th August 2024 · 1 min read
China Rapid Response China Activity & Spending (Jul. 2024) After slowing in Q2, economic momentum appears to have stabilised somewhat last month, with a pick-up in consumer spending and services activity largely offsetting a slowdown in investment and... 15th August 2024 · 2 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Jul. 2024) The slight uptick in the unemployment rate last month belies a renewed acceleration in employment growth. Accordingly, the data are unlikely to assuage the RBA’s concerns about a tight labour market. 15th August 2024 · 2 mins read
Global Economics Focus Global imbalances will continue to fuel fracturing The renewed widening of global imbalances has become another faultline in the fracturing of the world economy, and will continue to provoke trade barriers in the coming decades. With overall... 14th August 2024 · 17 mins read
Asia Rapid Response Ousting of Thai PM could spell bad news for the economy Thailand's Constitutional Court today dismissed Prime Minister Srettha Thavisin, a move that could trigger further political instability and bodes poorly for the country’s economy. 14th August 2024 · 2 mins read
Japan Economics Update Kishida’s resignation won’t affect economic outlook Prime Minister Kishida’s resignation is hardly a surprise. At this stage, it’s very difficult to predict who will succeed him and the ruling LDP will probably remain in power for the foreseeable... 14th August 2024 · 3 mins read
Australia & New Zealand Economics Update RBNZ will loosen policy aggressively The RBNZ began its easing cycle with a 25bp rate cut at its meeting today. Although the Bank appeared to strike a cautious tone about further policy easing, we think it will cut rates more... 14th August 2024 · 3 mins read
