Australia & New Zealand Rapid Response Australia Private Capex Survey (Q2 2023) We don’t think the ongoing strength in private fixed investment will last. However, the balance of risks to our outlook for activity is now tilted somewhat to the upside. 31st August 2023 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Jul. 23) 31st August 2023 · 2 mins read
Asia Chart Pack Emerging Asia Chart Pack (Aug. 2023) Our Emerging Asia Pack has been updated with the latest data and our analysis of recent developments. GDP growth looks set to remain weak over the coming quarters, as tight monetary policy at home and... 30th August 2023 · 1 min read
RBA Watch RBA will cut interest rates by early-2024 All of the key indicators released over the past month support our view that the Reserve Bank of Australia is now done hiking interest rates. With inflation now slowing rapidly and the economy set to... 30th August 2023 · 8 mins read
Australia & New Zealand Rapid Response Australia Monthly CPI Indicator (Jul. 23) 30th August 2023 · 2 mins read
China Activity Monitor CAP: Treading water Our China Activity Proxy (CAP) suggests that China’s economy regained some ground in July, following a contraction in June. But the big picture is that output has levelled off recently and that the... 29th August 2023 · 3 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Jul.) We don’t believe that the healthy uptick in retail sales in July represents a second wind for the Australian consumer. Accordingly, we’re sticking with our view that the RBA’s tightening cycle is at... 28th August 2023 · 2 mins read
Commodities Weekly Natural gas prices strike lower; iron ore resilient It has generally been a positive week for commodity prices. Most metals and agricultural prices rose on the week, in somewhat of a turnaround from recent trends. By contrast, energy commodities fell... 25th August 2023 · 4 mins read
India Economics Weekly Moon landing, BRICS expanding, GDP withstanding Headlines in India this week have been dominated by the successful Chandrayaan-3 mission to the south pole of the moon. Second to that was the BRICS summit, which concluded with an announcement that... 25th August 2023 · 6 mins read
China Economics Weekly Property stimulus tea leaves, BRICS expansion The PBOC surprised analysts by keeping the benchmark for mortgage pricing unchanged this week. President Xi’s catch-phrase “houses are for living in, not for speculation”, widely associated with tight... 25th August 2023 · 6 mins read
Asia Economics Weekly Taiwan’s economy still not out of the woods Recent data from Taiwan have been mixed, with exports showing signs of life but consumer demand softening. We think the economy will weaken in the near-term as any further support from export demand... 25th August 2023 · 6 mins read
Japan Economics Weekly Case for policy rate hikes still not strong enough The inflation data released this week show that underlying inflation remains stubbornly high. However, with wages still not rising fast enough for the Bank of Japan's liking and the momentum of... 25th August 2023 · 7 mins read
Australia & New Zealand Economics Weekly Storm clouds gather over the economic outlook New Zealand’s retail sales fell for a third consecutive quarter in Q2, as households continued to tighten their belts. What’s more, the sharp drop in heavy traffic volumes in July suggests that goods... 25th August 2023 · 6 mins read
Asset Allocation Update Equities in EM Asia ex-China may keep holding up well Equities in Emerging Asia outside China have largely outperformed their peers in other Emerging Markets (EMs) since the pandemic started. We think that they will hold up better during the global stock... 24th August 2023 · 4 mins read
