The current make-up of South Africa's MPC means that next week's rate decision will be a close call, but we expect the Reserve Bank to embark on an easing cycle. How quickly rates come down partly...

Signs of a further thawing in relations between India and China provide more evidence of a growing theme of countries courting Chinese investment, not as a rejection of the potential benefits from US...

We aren't convinced that the recent surge in public sector employment is the main cause behind Australia's poor productivity performance and stubborn inflationary pressures. But with the latest survey...

Import price inflation slowed sharply in August and if the yen continues to strengthen, it may turn negative as soon as September. That may prompt the Bank of Japan to judge near-term risks to...