India Chart Pack India Chart Pack (Sep. 2026) After a very strong first half of the year, India’s economy is set to cool but annual GDP growth should still average an impressive 7% from 2026-2028. Rising food prices on account of a weak monsoon... 22nd September 2026 · 1 min read
Climate Economics Update Countering China Shock 2.0 will carry a climate cost China’s ability to produce and export green technologies at a low cost is a key driver of renewable and electric vehicle rollouts, including in the EU. As a result, efforts to now de-risk from China... 22nd September 2026 · 5 mins read
Asia Economics Update Asia: subsidies help absorb the oil price shock Fuel subsidies and price controls have stopped high oil prices from feeding into inflation across Asia’s largest economies. But this has not eliminated inflation concerns altogether and, in India and... 22nd September 2026 · 3 mins read
RBA Watch One more and done for the RBA With some of the upside inflation risks it had warned about now crystallising, the RBA is almost certain to hike rates by 25bp at its September meeting. However, we believe that will mark the end of... 22nd September 2026 · 8 mins read
Capital Daily The AI bubble hasn’t burst yet We don’t think the fall in tech stocks’ relative valuations means the AI bubble has burst yet, and the rally may have a bit further to go. Meanwhile, there’s potential for market-moving news at the US... 21st September 2026 · 6 mins read
Japan Economic Outlook BoJ will lift rates to neutral level of 2% by mid-2027 Japan’s economy has coped with the energy shock well and we expect GDP growth to remain solid. While next year’s sales tax cut could result in inflation falling to very low levels, underlying... 21st September 2026 · 17 mins read
Capital Daily BoJ undermines yen rally, again Those hoping that the Bank of Japan’s (BoJ) latest meeting would help deliver a stronger yen were, once again, left disappointed. At this point, any yen rally will likely need to be driven by a shift... 18th September 2026 · 3 mins read
China Economics Weekly President Xi’s US visit: What’s on the table? We doubt that next Thursday’s summit between Presidents Trump and Xi in Washington will deliver any major breakthroughs that change the trajectory of US-China relations. The two leaders will discuss a... 18th September 2026 · 5 mins read
Asia Economics Weekly Fresh doubts over Indonesia’s commitment to fiscal rules Prabowo’s decision to sack Indonesia’s Finance Minister Purbaya at the start of the week initially raised hopes of a return to more orthodox policymaking, particularly after his replacement, Suahasil... 18th September 2026 · 4 mins read
India Economics Weekly Russian oil and US tariffs: the stakes are higher this time It's not clear that President Trump will implement a tariff on buyers of Russian oil following the US House's passage of legislation this week, given that it would cause further tightening in the oil... 18th September 2026 · 3 mins read
Japan Economics Update BoJ’s tightening cycle has much further to run The Bank of Japan accelerated its tightening cycle by lifting interest rates to a 31-year high of 1.25% today and we think it will tighten policy more rapidly than most anticipate over the coming... 18th September 2026 · 3 mins read
Japan Economics Weekly Fiscal loosening need not spell trouble Japan's fiscal stance is turning more expansionary, but we think concerns about the public finances are overdone. The budget deficit is likely to remain contained, while both gross and net debt ratios... 18th September 2026 · 4 mins read
Australia & New Zealand Economics Weekly RBA won’t crush the labour market to rein in inflation With RBA Governor Bullock arguing this week that upside risks to inflation are materialising, a rate hike at the Bank’s September meeting looks like a done deal. And given that headline inflation will... 18th September 2026 · 5 mins read
