Equities Update Japan’s stock market still looks appealing Foreign investors have generally been piling into Japan’s stock market in recent months, presumably encouraged by, among other things, the country’s recent trade deal with the US, the continued... 3rd September 2025 · 6 mins read
India Economics Focus Inside India’s infrastructure drive The government’s post-pandemic infrastructure drive is helping to ease some of the bottlenecks that have previously constrained India’s economy, with particular success in developing port, railway and... 3rd September 2025 · 12 mins read
Australia & New Zealand Rapid Response Australia GDP (Q2 2025) Activity rebounded strongly in Q2, and for all the right reasons. The pickup in domestic demand raises the risks that the RBA won’t loosen policy as aggressively as we’re predicting. 3rd September 2025 · 2 mins read
Japan Economic Outlook Japan will continue to shrug off global trade tensions GDP growth will slow from its current above-trend rate to a more sustainable pace as external demand softens. However, with consumption growth still healthy and underlying inflation set to remain... 3rd September 2025 · 17 mins read
Global Economics Focus Fracturing in the Age of Trump The global geopolitical map could have been redrawn by the end of Donald Trump’s second term. Some form of rapprochement between the US and China is conceivable in the next few years, as is a... 2nd September 2025 · 38 mins read
Asia Economics Update Indonesia protests: assessing the economic fallout The latest bout of unrest in Indonesia is unlikely to deliver a significant blow to the economy, but it is a symptom of underlying economic weaknesses and highlights political risks that could erode... 2nd September 2025 · 3 mins read
APAC Commercial Property Chart Pack APAC Commercial Property Chart Pack (Q3 2025) Asia-Pacific all-property capital values showed signs of stabilisation, with a milder 2.5% y/y decline in Q2. Still, the upturn in both investment activity and capital values will be weaker than in... 2nd September 2025 · 1 min read
Japan Economics Focus Profits will hold up better than the Bank of Japan expects While the Bank of Japan is worried that trade tensions will weigh on profits, business investment and wage growth, profits have in fact held up well so far and we expect that to remain the case going... 2nd September 2025 · 16 mins read
Asia Economics Update Korea: worries about financial risks overblown Worries that interest rate cuts in Korea are stoking financial risks look overdone. Property prices across most of the country are either flat or falling, while household debt is declining as a share... 1st September 2025 · 3 mins read
Australia & New Zealand Economics Update Australia’s housing rebound continues to gather steam Australian house prices rose at their fastest pace in 18 months in August. With leading indicators suggesting further gains are on the cards, we’re inclined to revise up our forecast for house prices... 1st September 2025 · 4 mins read
Asia Economics Update Asia Manufacturing PMIs (August) The August PMI readings for most countries in Asia were subdued and we continue to expect manufacturing in the region to struggle in the near term. And with inflation set to remain contained, we think... 1st September 2025 · 3 mins read
China Rapid Response China PMIs (Aug. 2025) The rise in the RatingDog services PMI provides further evidence that the economy regained some momentum last month, supported by faster growth in the services sector. But given weak domestic demand... 1st September 2025 (Updated 3rd September 2025) · 2 mins read
India Economics Weekly Strong H1, additional US tariff comes in, Modi-Xi meeting The strength of the Q2 GDP data leaves the economy on course to grow by 7% this year, but it is facing a more challenging 2026 as punitive US tariffs hit. Geopolitics will dominate the headlines next... 29th August 2025 · 3 mins read
India Rapid Response India GDP (Q2 2025) The surprise acceleration in India’s GDP growth in Q2 means that the economy is still on course to expand by a world-beating 7% this year, despite the upcoming hit from punitive US tariffs. 29th August 2025 · 2 mins read
China Economics Weekly China spurns Nvidia as it plans domestic AI boom Rather than welcoming improved access to Nvidia chips, Chinese officials are discouraging purchases and focusing on boosting domestic chip output. This dovetails with a wider AI+ plan, fleshed out... 29th August 2025 · 6 mins read
Asia Economics Weekly Encouraging signs of economic turnaround in Korea The monthly activity data released over the past week suggest that Korea’s economy made a decent start to the third quarter. Stronger consumption and rising government spending should support growth... 29th August 2025 · 6 mins read
