China Economic Outlook Slowdown delayed not averted China’s economy has remained resilient in recent months. But with the boom in property construction on borrowed time and headwinds from higher food inflation and cooling global demand likely to... 10th October 2019 · 27 mins read
Australia & New Zealand Chart Pack Not living up to their potential Economic growth has continued to ease in both countries in the first half of 2019. In Australia, GDP growth eased to 1.4% y/y in Q2. And while the government’s tax cuts may mean that consumption... 30th September 2019 · 10 mins read
Asia Chart Pack Fiscal policy being loosened, Indonesia an exception The Indonesian government’s budget for 2020 came a step closer to being passed this week after the parliament’s budgetary committee approved President Joko Widodo’s spending plans for the coming year... 24th September 2019 · 15 mins read
Asia Economics Update Taiwan will not join Asia’s rate cutting cycle Taiwan’s central bank (CBC) left its key policy rate unchanged today at 1.375%, and with growth picking up we doubt it will be in any rush to join the region’s rate cutting cycle. We expect interest... 19th September 2019 · 3 mins read
Asia Economics Update Sri Lanka’s GDP figures overstating health of economy Sri Lanka’s economy held up better than we had expected last quarter given the drag from the recent terrorist attacks on the country. But we suspect that the published figures overstate the real... 19th September 2019 · 3 mins read
China Economics Update Swine fever inflation shock to worsen Intervention by China’s government to halt the spread of African Swine Fever (ASF) and mitigate its impact on pork prices is proving ineffective. Inflation will next year rise above the government’s... 12th September 2019 · 3 mins read
Australia & New Zealand Chart Pack Australian dollar has further to fall At the start of the year, we were a lone voice forecasting that the Australian dollar would decline to US$0.65 by year-end. The Australian dollar has come under increasing pressure this month on a... 2nd September 2019 · 1 min read
Asia Chart Pack Political risk back on the agenda Despite the poor global outlook, GDP growth across Emerging Asia actually picked up slightly in the second quarter, and our forecast is for a further gradual recovery over the remainder of the year... 26th August 2019 · 16 mins read
China Chart Pack Hong Kong’s role as a gateway to China at risk Hong Kong’s GDP is now just 3% of mainland China’s, down from 18% in 1997 when the city returned to Chinese control. But Hong Kong still serves as the main gateway between China and the world where... 22nd August 2019 · 12 mins read
Australia & New Zealand Chart Pack Falling profitability to weigh on investment The slowdown in domestic economic activity along with global trade tensions is becoming more of a concern for businesses in both countries. That means that sentiment has not been bolstered by the... 30th July 2019 · 10 mins read
Asia Chart Pack Malaysia: rebound in inflation nothing to worry about The jump in the headline rate of inflation in Malaysia last month to 1.5% y/y from 0.2% in May, is unlikely to trouble the central bank (BNM). The rise was due to the effects of the elimination of the... 24th July 2019 · 16 mins read
China Economic Outlook Slowdown set to resume China’s economy has stabilised in recent months thanks to surprisingly resilient property construction. But real estate developers will probably scale back the pace of new projects before long. And... 22nd July 2019 · 29 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Jun. 2019) Net capital outflows from emerging markets look to have persisted last month, suggesting that the US-China trade war continued to weigh on investor sentiment. The truce announced at the late-June G20... 17th July 2019 · 4 mins read
