Australia & New Zealand Economics Update CoreLogic House Prices (Dec.) We are resending this publication because it was incorrectly sent as an Australia and New Zealand Rapid Response. Australia’s housing market showed signs of life in December. However, we still think... 2nd January 2024 · 3 mins read
Asia Rapid Response Singapore GDP (Q4, adv) Economic growth in Singapore accelerated in Q4 but the economy is set to enter a period of renewed weakness in the near term as support from external demand fades while domestic demand remains weak. 2nd January 2024 · 3 mins read
Asia Economics Update Vietnam: economic weakness to prompt rate cuts in 2024 GDP growth in Vietnam picked up in Q4 but this strength is unlikely to last if, as we expect, exports weaken and commercial banks pull back on lending in response to a sharp rise in non-performing... 29th December 2023 · 3 mins read
China Chart Pack China Chart Pack (Dec. 2023) China’s economy has regained some strength recently. We expect this to continue into 2024, on the back of support from fiscal policy and a further pick-up in household spending. But with property... 28th December 2023 · 1 min read
Japan Economics Update Looming manufacturing downturn another headwind Industrial output has usually fallen rather sharply whenever firms were as pessimistic about the production outlook as they are now. That’s consistent with our view that GDP growth next year will be... 28th December 2023 · 3 mins read
Japan Rapid Response Japan Retail Sales & Industrial Production (Nov. 23) 27th December 2023 · 2 mins read
Asia Chart Pack Emerging Asia Chart Pack (December 2023) Our Emerging Asia Chart Pack has been updated with the latest data and our analysis of recent developments. Economic growth in most of Emerging Asia is likely to slow in the near term as weak global... 27th December 2023 · 0 mins read
Asia Economics Weekly Three key calls for 2024 Our three key calls for 2024 are that growth will struggle, inflation will fall and that central banks will start to cut interest rates sooner than most expect. 22nd December 2023 · 9 mins read
China Economics Weekly Policy still easing but not enough to hit growth target Although the Loan Prime Rates were left unchanged on Wednesday, today’s coordinated reductions in commercial bank deposit rates suggest the PBOC is still on an easing path. Meanwhile, a lower headline... 22nd December 2023 · 6 mins read
India Economics Weekly Three key questions for 2024 In our final Weekly of 2023 we explore three key themes for the coming year - when policy loosening will come onto the agenda, the economic impact of the general election, and the outlook for the... 22nd December 2023 · 4 mins read
Australia & New Zealand Economics Weekly Australian labour market still set to turn Leading indicators suggest that employment growth in Australia is unlikely to slow meaningfully in the near term. However, even if job creation remains resilient, it is unlikely to keep pace with the... 22nd December 2023 · 3 mins read
Japan Economics Weekly Bank of Japan will wait until March before hiking rates Bank of Japan Governor Ueda indicated this week that the Bank won’t make any policy changes at its upcoming meeting in January as it wants to see the results of next year’s spring wage negotiations... 22nd December 2023 · 8 mins read
Australia & New Zealand Economics Update Australia Housing Watch Although house prices in Melbourne have started to fall anew, we doubt that they are the canary in the coal mine. A persistent shortfall in housing supply should ensure that house prices across most... 21st December 2023 · 4 mins read
