Australia & New Zealand Rapid Response Australia Labour Market (Feb. 25) 20th March 2025 · 2 mins read
Japan Economics Update Bank of Japan will lift rates to 1.5% by 2027 With the Bank of Japan sounding a bit more worried about downside risks to activity from US tariffs than about upside risks to inflation, we’re pushing back our forecast for the next rate hike from... 19th March 2025 · 3 mins read
China Economics Update Overcapacity to keep China in deflation Deflation has reared its head again in China, underscoring the problem of persistent supply and demand imbalances. The limited extra support for consumption outlined at the National People’s Congress... 18th March 2025 · 5 mins read
Asia Economics Update Indonesia: equity plunge underscores policy concerns The sharp fall in Indonesia’s stock market today seems to reflect growing worries about the direction of fiscal policy and the state’s role in the economy under President Prabowo Subianto, which could... 18th March 2025 · 3 mins read
China Economics Update China’s latest consumption plan fails to deliver China’s government has launched a new “Special Action Plan” to support consumption. Talk of prioritising consumption is encouraging on paper. But the leadership has been talking about this since a... 17th March 2025 · 4 mins read
Capital Daily The relative prospects for Chinese and Indian equities The prospects for Chinese equities still appear quite bright to us, and in fact we expect that they will keep outperforming those in India over the rest of this year. 17th March 2025 · 5 mins read
Japan Economic Outlook Japan Outlook: Tightening cycle has much further to run While trade tensions create downside risks, we expect GDP growth to be around trend this year. And following another strong showing in this year’s spring wage negotiations, wage growth will remain... 17th March 2025 · 18 mins read
China Rapid Response China Activity & Spending (Jan. & Feb. 2025) China’s economy appears to have slowed last month, likely due to a pullback fiscal borrowing. We expect a renewed pick-up later this year as fiscal support ramps up again. But any near-term... 17th March 2025 · 2 mins read
China Economics Weekly China Weekly: Investors giving up on further monetary easing Two-year government bond yields in China are now 25bp higher than they were when the PBOC adopted an apparently more dovish “moderately loose” stance late last year. There have been no policy rate... 14th March 2025 · 6 mins read
Asia Economics Weekly Duterte in the dock, Korea’s welcome workforce shift The arrest of former President Rodrigo Duterte by the ICC will not have any direct economic consequences, but it shines a light on the deepening political instability in the Philippines, particularly... 14th March 2025 · 6 mins read
Capital Daily Is the yen due a breather? The yen’s rally faces some near-term stumbling blocks, in our view, but we still think it will end this year stronger against the US dollar than it is now. 14th March 2025 · 4 mins read
India Economics Weekly India Weekly: Three risks to the outlook The big takeaway from our India Economic Outlook published this week is that the economy appears to have bottomed out and, with the help of policy stimulus, growth should pick up further over the... 14th March 2025 · 4 mins read
