China Rapid Response Hong Kong GDP (Q3 Preliminary) Hong Kong’s economy largely treaded water in Q3, underperforming most expectations. A jump in investment and a pick-up in government spending barely offset further struggles in the trade logistics... 31st October 2023 · 3 mins read
Asia Economics Update Asian Tigers: AI boost will not offset drag from demographics The Asian Tiger economies of Korea, Singapore, Hong Kong and Taiwan are likely to be among the biggest beneficiaries of the emergence of new AI technologies. But the boost will not be enough to offset... 9th October 2023 · 2 mins read
China Economic Outlook Stimulus to deliver partial recovery China’s economy is regaining some momentum after stalling for a brief period during the summer. A step up in policy support looks set to deliver a modest cyclical recovery but trend growth remains... 27th September 2023 · 17 mins read
Asia Economic Outlook Economic weakness to prompt policy easing in 2024 GDP growth across most of Emerging Asia has struggled over the past year and we expect growth to remain weak in the near term as tight monetary policy at home and subdued activity abroad weigh on... 25th September 2023 · 34 mins read
China Rapid Response Hong Kong GDP (Q2 Preliminary) Hong Kong’s GDP contracted in q/q terms in Q2, underperforming most expectations. A sharp fall in government spending and further struggles in the trade logistics sector more than outweighed a... 31st July 2023 · 3 mins read
UK Housing Market Update High immigration helps explain record rent rise High net immigration helps explain why rental growth accelerated to its fastest pace on record last year. Immigration won’t be as high this year, adding to the reasons to think that rental growth has... 30th May 2023 · 3 mins read
China Chart Pack Renminbi unlikely to revisit last year’s lows The renminbi strengthened sharply against the US dollar in response to China’s move away from zero-COVID. But the currency has since reversed much of those gains and is now approaching 7.10/$, its... 30th May 2023 · 12 mins read
China Rapid Response Hong Kong GDP (Q1 Preliminary) Hong Kong’s GDP growth turned positive in Q1 after four consecutive quarters of decline. The economy rebounded more rapidly than anticipated, largely thanks to the swift return of foreign visitors as... 2nd May 2023 · 3 mins read
China Chart Pack Financial flows, not trade, leading CNH expansion The renminbi surpassed the US dollar to become the most-commonly-used currency in China’s cross-border transactions for the first time last month. Part of the increase – the part that has received... 27th April 2023 · 11 mins read
China Chart Pack Uneven consumer recovery slowing down Consumer spending jumped during the first two months of the year as virus disruptions faded. The March retail sales data won’t be published for another couple of weeks. But the data we have so far... 3rd April 2023 · 11 mins read
China Economic Outlook Reopening recovery to shift down a gear Much of the economic boost from China’s reopening has already happened. While there is still some upside to consumer and services activity, weakened balance sheets and limited policy support mean the... 29th March 2023 · 23 mins read
Event Asia Drop-In: What does the recent banking sector turmoil mean for Asia? 1680163200 Although the recent flare-up of financial stability concerns has been a US-Europe story, its reverberations could be global.
China Economics Update Hong Kong’s recovery to benefit from fiscal support With Hong Kong’s economy on the mend, the budget unveiled today curtailed some of last year’s emergency spending. But it still signals a supportive fiscal stance, particularly in areas hardest hit by... 22nd February 2023 · 3 mins read
China Data Response Hong Kong GDP (Q4 Preliminary) Hong Kong’s GDP was unchanged in q/q terms last quarter. This was largely due to a further decline in exports but the worst may be over on that front given that global growth is probably close to a... 1st February 2023 · 3 mins read
Event EM Drop-In: What China’s re-opening means for emerging markets 1675350000 China has made an abrupt shift away from zero-COVID, prompting a wave of market euphoria – and some anxiety – about a surge in demand.
