Asia Rapid Response

Malaysia: Monetary Policy Meeting (September 2024)

5th September 2024 · 2 mins read

Japan Economic Outlook

BoJ will deliver final rate hike later this year

The economy is on the mend and underlying inflation seems to be levelling off around the Bank of Japan’s 2% target. Accordingly, we still expect a final rate hike in October. But as inflation falls...

5th September 2024 · 18 mins read

Commodities Update

Cracks in oil demand to put OPEC+ to the test

The latest drop in oil prices, coupled with our expectation for global demand to remain weak, will make it practically impossible for OPEC+ to increase output while keeping Brent crude prices above...

4th September 2024 · 4 mins read

Capital Daily

Could the stock market ride out a recession?

Investors' concerns about the health of the US economy have intensified again, contributing to a selloff in global equity markets. The US stock market rode out an earnings recession last year thanks...

4th September 2024 · 4 mins read

Emerging Markets Economics Update

EM manufacturing set for a weaker Q3

After a large fall in July, the EM manufacturing PMI only edged up slightly last month, suggesting that the sector fared worse in Q3 than in the first half of the year. The PMIs did at least provide...

3rd September 2024 · 2 mins read

Global Economics Update

Green tech and chips will remain key battlegrounds

Several advanced economies have raised tariffs on imports of green technologies and semiconductors from China to address their growing trade deficits in these goods and tackle a perceived strategic...

3rd September 2024 · 5 mins read

Japan Rapid Response

Japan Labour Cash Earnings (July 24)

While weaker growth in bonus payments weighed on overall wage growth, base pay rose by the most since 1992 in July and we think it will continue to surge in the coming months. The preliminary estimate...

3rd September 2024 · 2 mins read

Asia Economics Update

Korea: fall in inflation opens the door to October cut

Inflation in Korea fell back sharply last month, supporting our view that the central bank will cut interest rates at its next meeting in October.

3rd September 2024 · 2 mins read

Capital Daily

Will the slump in Chinese equities ever end?

Chinese equities have tumbled today, and while we see scope for them to recover a bit in the coming months, we are quite pessimistic about their medium-to-long term prospects.

2nd September 2024 · 4 mins read

China Rapid Response

China PMIs (Aug. 2024)

The PMIs for August suggest that economic momentum held broadly steady last month, with modest improvements in manufacturing helping to offset a further slowdown in construction activity. But with...

2nd September 2024 · 3 mins read

Asia Chart Pack

Asia Chart Pack (August 2024)

Our Asia Economics Chart Pack has been updated with the latest data and our analysis of recent developments. With GDP growth likely to struggle, inflation set to remain low and currencies rebounding...

30th August 2024 · 0 mins read

China Economics Weekly

Tariff barriers keep climbing, USD still dominates trade

Canada's new tariffs on Chinese exports won't have much of an impact on China's economy, but they are symptomatic of a broader wave of protectionist measures that have been ramping up in recent years...

30th August 2024 · 5 mins read

Climate Economics Monthly

Canada EV tariffs; Is Trump warming to EVs?

While Canada's tariffs on Chinese-made electric vehicles are unlikely to have a major impact on China's green exports, it is another example of broader global fracturing between China and the West...

30th August 2024 · 4 mins read

Africa Economics Weekly

China-Africa lending, Zambia power cuts to bite

Data out this week showed that Chinese lending to Africa increased for the first time since 2016. But worries about convoluted debt restructuring processes mean that Chinese outbound lending to the...

30th August 2024 · 6 mins read

China Chart Pack

China Chart Pack (Aug. 24)

Falling house prices and a soft labour market will continue to hold back consumer spending over the coming months. And with the PBOC concerned about a bond bubble, large-scale monetary easing appears...

30th August 2024 · 1 min read