Japan Rapid Response Japan External Trade (Feb. 24) The trade balance didn’t fall nearly as much as most had anticipated in February and net trade will only provide a small drag on Q1 GDP growth. 20th March 2024 · 2 mins read
Australia & New Zealand Rapid Response New Zealand GDP (Q4 2023) With the New Zealand economy in a double-dip recession, we’re sticking to our guns that the RBNZ will cut rates more aggressively than most anticipate. 20th March 2024 · 2 mins read
Capital Daily What follows negative interest rates for Japan’s markets? The Bank of Japan ended its eight-year run of negative interest rates today . We think there are several implications for Japanese – and global – financial markets. 19th March 2024 · 5 mins read
India Economics Focus The general election: what is at stake? The biggest democratic exercise in history will shortly take place as India votes in its general election, starting on 19 th April. Given client interest, we are resending our Election Primer, first... 19th March 2024 · 12 mins read
Japan Economics Update Ultra-loose policy ends but tightening cycle unlikely The Bank of Japan today called time on more than a decade of ultra-loose policy settings, but we don’t think it will lift its policy rate any further over the coming months. 19th March 2024 · 3 mins read
Australia & New Zealand Economics Update RBA tones down hawkish bias ever so slightly The RBA sounded a touch less hawkish at today’s meeting and we think the Bank will start to lower interest rates by August. 19th March 2024 · 3 mins read
Japan Rapid Response Bank of Japan Meeting (Mar. 23) The Bank of Japan ended ultra-loose monetary policy today but we don’t think it will raise its policy rate any further. 19th March 2024 · 2 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Mar. 23) 19th March 2024 · 2 mins read
Asia Economics Update Would Vietnam win a second trade war? Donald Trump’s threat to impose a blanket 10% tariff on all US imports would hit Vietnam hard. But provided they were accompanied by a 60% tariff on all imports from China (as Trump has also threated)... 18th March 2024 · 3 mins read
China Rapid Response China Activity & Spending (Jan. & Feb. 2024) China’s economy continued to show some improvement at the start of the year thanks to strength in exports and fiscal stimulus, even as consumer spending made little headway. We expect the recovery to... 18th March 2024 · 3 mins read
China Economics Weekly Equipment investment push may aggravate imbalances Chinese policymakers want firms to increase equipment investment by 25% over the coming four years. If achieved, that would provide a temporary boost to domestic demand and GDP growth. But the lasting... 15th March 2024 · 6 mins read
Asia Economics Weekly Taiwan: strong growth, but falling inflation Despite the booming economy, inflation in Taiwan has been falling back in recent months. Accordingly, we expect the central bank (CBC) to leave interest rates unchanged at its meeting on Thursday. 15th March 2024 · 7 mins read
Japan Economics Weekly Shunto tide should lift wage growth among small firms This year’s spring wage negotiations resulted in the largest pay hikes since 1991 and we estimate that participating workers will receive a base pay hike of around 3.5%. While it’s mostly the large... 15th March 2024 · 7 mins read
India Economics Weekly #3 in 2026 The key takeaway from our Q2 Outlook is that, while growth is likely to slow a touch, India will remain a global outperformer over the coming years. That will set the stage for India to overtake Japan... 15th March 2024 · 4 mins read
