India Economics Weekly Inflation surge, the economics of air pollution Data this week showing a rise in headline consumer price inflation to a two-year high will keep the RBI in tightening mode over the coming months. Otherwise, air pollution levels have worsened... 13th November 2026 · 3 mins read
China Economics Weekly A costly affair The Jensen Huang debacle has shone a light on the extent to which US chip controls have been circumvented in recent years. Washington now looks set to clamp down more aggressively on China's chip... 13th November 2026 · 6 mins read
Asia Economics Weekly Indonesia: political crisis clouds economic outlook Indonesia’s political crisis is unlikely to immediately threaten President Prabowo’s grip on power. But growing political uncertainty risks further undermining investor confidence and weighing on... 13th November 2026 · 5 mins read
China Rapid Response China Bank Lending & Broad Credit (Oct.) Broad credit growth edged up from its historic low in October, supported by faster government bond issuance as local authorities stepped up fiscal support, alongside a rebound in corporate bond... 13th November 2026 · 3 mins read
China Economics Update What a US AI capex downturn would mean for China The slowdown and pullback that we are expecting in US AI investment will take some of the wind out of Chinese exports, almost a third of which are now AI-related goods. But it is unlikely to weigh on... 13th November 2026 · 5 mins read
Japan Economics Weekly Inflation will reach 4% next year Our measure of “core” producer goods inflation continued to accelerate in October and is within touching distance of the multi-decade high reached in late-2022. In response, we’ve revised up our... 13th November 2026 · 5 mins read
Australia & New Zealand Economics Weekly Data centre investment boom has much further to run With data centre investment skyrocketing, we’ve revised up our forecasts for business investment and GDP for 2027. However, we still expect private investment to slow next year as business conditions... 13th November 2026 · 5 mins read
Japan Chart Pack Japan Chart Pack (Nov. 2026) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. Japan is benefitting much less than most other Asian economies from soaring AI-related demand. But... 12th November 2026 · 1 min read
China Rapid Response China Merchandise Trade (Oct. 2026) Exports remained robust in October, supported by booming global demand for AI-related goods and green-tech products. But growth eased slightly from September and continued to be flattered by price... 10th November 2026 · 3 mins read
Australia & New Zealand Economics Update Why the housing slump won’t derail consumption Even though the current housing downturn is set to become the deepest on record, we don’t expect households to tighten their belts much. With the savings rate already above average, the main drag on... 10th November 2026 · 3 mins read
Asia Economics Update AI is driving nearly all of Asia’s export growth AI-related goods have accounted for nearly all the growth in Asia’s export values this year, but the impact has not been uniform. While many countries are recording the fastest gains in exports in... 10th November 2026 · 3 mins read
FX Markets Focus A bigger AI bust would mean a weaker US dollar We think the US dollar would fall further against most major currencies if AI-related equities’ recent troubles continued. The US dollar has traditionally acted as a “safe-haven” currency, faring well... 9th November 2026 · 13 mins read
Asia Economics Update Philippines: higher energy prices drag on growth Economic growth slowed further in the third quarter of the year as higher inflation and increases in interest rates weighed on consumer spending, but there are welcome signs that the drag from the... 9th November 2026 · 3 mins read
Capital Daily The worst may be yet to come for AI stocks The AI correction in equities could have much further to run. 9th November 2026 · 5 mins read
China Rapid Response China Consumer & Producer Prices (Oct. 2026) Producer price inflation picked up in October, with higher global energy and AI-related electronics prices continuing to be the main drivers. Domestic price pressures remained weak, with consumer and... 9th November 2026 · 2 mins read
