We expect another year of below-trend and below-consensus GDP growth in most of Asia in 2025, as tight fiscal policy and weak exports weigh on output. In China, a slowdown in construction will act as...

The change in leadership at the RBI, along with the drop in headline CPI inflation in November reported this week, mean the stars are aligning for a repo rate cut in February.

We’re in a minority of analysts expecting the Bank of Japan to hike rates next week. But the ongoing labour shortages and strength of output price pressures flagged in today’s Tankan have only made a...

Inflation in South Africa is now running at extremely low rates by historic standards. While we think it will edge up from here, the extent of spare capacity in the economy and tight fiscal stance...