Julie Nicol

Julie Nicol is the Office Administrator in Singapore, working closely with the London office as well as providing support to the local sales team.

China Data Response

Trade (Feb.)

The latest trade data suggest that, seasonal distortions aside, both exports and imports strengthened at the start of 2017.

8th March 2017 1 min read

Japan Data Response

Economy Watchers Survey (Feb.)

Today’s Economy Watchers Survey suggests that the recovery in industrial production has ground to a halt. It also suggests that the number of employed persons will expand at a slower pace in coming...

8th March 2017 1 min read

India Economics Update

Inflation to rise for first time since demonetisation

Consumer price inflation is likely to have risen in February for the first time since demonetisation, due to a pick-up in food inflation. Looking ahead, rising core inflation could prompt the RBI to...

8th March 2017 1 min read

Asia Economics Update

Korea’s political crisis approaching crucial phase

Korea’s political crisis is approaching a key phase as the Constitutional Court prepares to rule on whether to officially impeach President Park Geun-hye. Park’s formal impeachment would increase the...

7th March 2017 1 min read

Japan Economics Focus

Will the Bank of Japan have to start tightening soon?

Japan’s economy has performed well recently and inflation is set to rise sharply soon. But the spike in inflation won’t last and, with inflation expectations no higher now than when the Bank of Japan...

7th March 2017 1 min read

Asia Economics Update

Korea holds rates, but easing cycle not over

The Bank of Korea (BoK) kept its policy rate unchanged at 1.25% today, but with the economy struggling for momentum and underlying price pressures benign, we think it will resume its easing cycle...

23rd February 2017 1 min read

Asia Chart Pack

A bad month for Indonesia

A number of developments over the past month have cast a shadow over Indonesia’s prospects. The first was the publication of GDP figures for the final quarter of last year which showed a slowdown in...

23rd February 2017 1 min read

Japan Economics Weekly

Immigration easing labour shortages

Immigration to Japan is starting to make a meaningful difference in its labour market: the number of foreign workers rose by nearly 20% last year. With Japanese people more accepting of immigration...

17th February 2017 1 min read

Asia Economics Weekly

Can Korea’s exports offset domestic demand weakness?

The sharp turnaround in Korea’s headline export growth in recent months owes more to a rebound in commodity price inflation than a recovery in underlying demand. Looking ahead, a combination of...

17th February 2017 1 min read

Asia Data Response

Singapore GDP (Q4 Revised)

Today’s revised estimate of Singapore’s fourth quarter GDP confirmed that the economy ended last year on a solid note. However, we expect Singapore’s growth to soften this year against a backdrop of...

17th February 2017 1 min read

Asia Data Response

Malaysia GDP (Q4)

Malaysia’s economy continued to gain momentum in the final quarter of last year, but against a backdrop of lacklustre external demand, high household debt and limited scope for additional policy...

16th February 2017 1 min read

India Data Response

Wholesale Prices (Jan.)

The sharp rise in Indian wholesale price inflation last month supports our view that the Reserve Bank of India will have to reverse course and begin hiking interest rates much sooner than is generally...

14th February 2017 1 min read

China Data Response

Consumer & Producer Prices (Jan.)

Consumer and producer price inflation both accelerated last month. But we expect both to peak soon and think hopes for a sustained reflation in China will be disappointed.

14th February 2017 1 min read

Japan Data Response

GDP (Q4 Preliminary)

Growth was not fast enough last quarter to reduce spare capacity any further, but the current level of the output gap remains consistent with stronger price pressures. The upshot is that monetary...

13th February 2017 1 min read

China Data Response

Trade (Jan.)

Headline trade growth jumped in January. Seasonal factors played a large part but underlying demand also appears to have strengthened.

10th February 2017 1 min read

China Economics Update

Inflation up in January, but rebound unlikely to last

A further rise in producer price inflation, which probably hit a fresh five year high in January, is likely to fuel concerns about a pick-up in broad price pressures this year. But we think consumer...

8th February 2017 1 min read