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
Asia Economics Update Thailand: steady growth ahead Economic growth in Thailand picked up in the third quarter of the year and we expect the economy to record steady, if unspectacular growth over the coming quarters, helped by looser fiscal policy and... 20th November 2023 · 2 mins read
China Activity Monitor CAP: Growth softened at the start of Q4 Our China Activity Proxy (CAP) shows that the economy was still making headway last month, though it appears to have lost some steam. Downside risks continue to linger, particularly in the property... 20th November 2023 · 3 mins read
