China Activity Monitor CAP: Financial sector drives a strong expansion Our China Activity Proxy suggests that the economy’s growth picked up in September, bringing Q3 growth in-line with official estimates. While this acceleration was broad-based across sectors, the main... 29th October 2024 · 4 mins read
Asia Chart Pack Asia Chart Pack (October 2024) Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments. With GDP growth set to struggle and inflation to remain low, central banks are likely to continue to... 29th October 2024 · 0 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (Oct. 2024) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. The Antipodean central banks will tread different paths on policy over the forecast horizon. With the... 29th October 2024 · 1 min read
Asia Economics Weekly Korea dodges recession (just), Sri Lanka in deflation The Bank of Korea pushed back strongly against the prospect of further cuts in the near term when it lowered interest rates earlier this month. But the weakness of the Q3 GDP figures underlines that... 25th October 2024 · 7 mins read
China Economics Weekly Date set for fiscal reveal, stock frenzy boosting GDP The details of a widely anticipated fiscal stimulus package are expected to be revealed at the NPC Standing Committee’s next meeting, which has just been scheduled for 4th to 8th November. This... 25th October 2024 · 7 mins read
Capital Daily How big of a threat is Trump to Asian currencies? We suspect Asian currencies would underperform under a Trump presidency, even if they don’t seem to have been affected worse than others by the apparent rise in his chances of winning lately. 25th October 2024 · 4 mins read
India Economics Weekly A shift in India’s geopolitical alignment? It might be tempting to view recent developments - including a breakthrough in talks with China on the disputed Himalayan border and the diplomatic spat with Canada - as signalling that India is... 25th October 2024 · 4 mins read
Japan Economics Weekly Election nailbiter Polls suggest that Japan’s ruling party, the LDP, could lose its Lower House majority on Sunday for the first time since its brief stint out of power ended in 2012. As long as it was still able to... 25th October 2024 · 5 mins read
Australia & New Zealand Economics Weekly Governor Orr looks to temper rate cut expectations At a recent event, RBNZ Governor Adrian emphasised the need to take a measured approach to policy easing given the "lingering inflation persistence on the domestic side". His remarks support our view... 25th October 2024 · 5 mins read
India Chart Pack India Chart Pack (October 2024) The latest activity data have brought further evidence that India’s economy has entered a softer patch. Coupled with the RBI's change in policy stance in its October meeting, this suggests that... 24th October 2024 · 1 min read
Emerging Markets Economics Update What would Trump mean for EM monetary policy? A victory for Donald Trump in the US election would probably result in higher US Treasury yields and a stronger dollar. That’s an environment in which central banks in EMs with strained balance sheets... 24th October 2024 · 3 mins read
Bank of Japan Watch Bank will hike once more in December The Bank of Japan continues to signal that a rate hike at the upcoming meeting on 31 st October is unlikely. With economic activity and inflation evolving as the Bank had anticipated, we still expect... 24th October 2024 · 8 mins read
Capital Daily Yen may rebound and weigh on Japanese equities We expect the Japanese yen to bounce back before long, putting more pressure on the Japanese stock market, at least in local currency terms. 23rd October 2024 · 4 mins read
Japan Rapid Response Japan Flash PMIs (Oct. 24) The sharp fall in the composite PMI to a 2-year low supports our view that the strong rebound in activity that started in Q2 will be more muted across the second half of the year. Today’s flash... 23rd October 2024 · 1 min read
