India Economics Weekly Economy performing exceptionally well India’s economy recorded solid growth in the first half of this year and continues to do so in the second half. While economic activity is likely to slow a touch over the coming quarters, we think GDP... 24th November 2023 · 5 mins read
Asia Economics Weekly Q3 strength unlikely to last, CBSL cuts again GDP growth rebounded strongly across most of Emerging Asia last quarter, but we doubt this strength will last. We expect growth to slow in the near term as weak exports and tight monetary and fiscal... 24th November 2023 · 8 mins read
China Economics Weekly Property rescue efforts intensify Policymakers want banks to lend more to developers, especially private ones. They will be reluctant to do so but are likely to comply to some degree – previous rounds of credit support for developers... 24th November 2023 · 6 mins read
Japan Economics Weekly Kishida on the ropes PM Kishida's disapproval rating has reached levels that prompted his two predecessors to resign. While Kishida could call snap elections by early next year, LDP leadership elections looming for autumn... 24th November 2023 · 7 mins read
Australia & New Zealand Economics Weekly Homegrown inflation set to slow further Following a rather hawkish speech by RBA Governor Michele Bullock, the financial markets now consider it more likely than not that the Bank will lift interest rates further next year. However... 24th November 2023 · 7 mins read
Global Markets Update What’s going on in Asia’s bond and FX markets? We think the yields of long-dated local-currency government bonds in Asia will generally fall further by the end of next year, and that most regional currencies will continue to make ground against... 23rd November 2023 · 5 mins read
Event Asia Drop-In: Japanese rates at 2%? China’s economic outlook, RBI preview and more 1701331200 Our latest monthly Drop-In on the big macro and market stories in Asia focused on new analysis making the case for Japanese inflation and the Bank of Japan policy rate both to hit 2% by 2030.
India Chart Pack India Chart Pack (Nov. 2023) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India’s economy continues to show resilience this year and annual GDP growth is likely to come in... 23rd November 2023 · 1 min read
Australia & New Zealand Economics Update Migration not the sole cause for productivity slump While subdued capital spending has contributed to the slump in productivity, the recent plunge in the capital/labour ratio can only partly be explained by the surge in net migration. 23rd November 2023 · 3 mins read
Asia Economics Update Malaysia: Anwar failing to make progress on reform One year into his premiership, Anwar Ibrahim has made very limited progress on his key reform objectives. Given his weak position in parliament, we don’t anticipate this will change anytime soon, and... 22nd November 2023 · 3 mins read
Asia Economics Update Singapore: strong growth unlikely to be sustained Economic growth in Singapore rebounded strongly in the third quarter of the year, but we don’t expect this strength to last. A combination of weaker global demand and high interest rates will cause... 22nd November 2023 · 3 mins read
RBNZ Watch RBNZ will signal that tightening cycle is over The labour market is weakening in earnest and inflation is falling faster than anticipated. The Reserve Bank of New Zealand therefore won’t lift interest rate any further at its upcoming meeting on 29... 22nd November 2023 · 8 mins read
Capital Daily We think the yen and renminbi will extend their gains The fall in US Treasury yields has driven rebounds in the yen and renminbi against the US dollar, and we expect this trend to continue through at least the next year or so. 21st November 2023 · 3 mins read
