Australia & New Zealand Economics Update RBNZ signals rate cuts may have to wait Although it left rates unchanged at its meeting today, the RBNZ indicated that interest rates may have to stay higher for longer. However, we think the Bank is overstating the upside risks to the... 22nd May 2024 · 3 mins read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (May 2024) Our Australia & New Zealand Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data indicate that capacity pressures have continued to ease, a trend... 22nd May 2024 · 1 min read
India Chart Pack India Chart Pack (May 2024) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India has been the star performer among major EMs over the past several quarters and the latest data... 20th May 2024 · 1 min read
Asia Economics Update Political turmoil undermining Vietnam’s appeal The political turmoil in Vietnam, which has led to a number of key leaders being sacked from their posts, is undermining the country’s reputation for stability, which until now has been one of its key... 20th May 2024 · 3 mins read
Climate Economics Update Chinese green export volumes remain at strong levels Whilst export values of the “New Three” fell for the sixth consecutive month in y/y terms in April, export volumes remained close to their record peak. Meanwhile, the sharp drop-off in China’s exports... 20th May 2024 · 2 mins read
Japan Chart Pack Japan Chart Pack (May 2024) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. While the economy has only narrowly avoided a recession, activity should rebound over coming... 20th May 2024 · 1 min read
Asia Rapid Response Thailand GDP (Q1, 2024) Thailand’s economy rebounded in Q1 and we expect steady, if unspectacular, growth this year driven by a further rebound in tourism and strong government spending. 20th May 2024 · 2 mins read
Capital Daily Policy sugar rush may only take Chinese equities so far New measures to support China’s property sector have brought more cheer to Chinese equities. But, while we continue to think they will fare well in the coming months, we ultimately expect them to lose... 17th May 2024 · 5 mins read
China Economics Weekly Property support, imbalances growing, tariff retaliation The property support measures outlined today are significant. If local governments and SOEs take advantage of the funding on offer to buy unsold inventory from developers, sales would rise by around... 17th May 2024 · 5 mins read
Asia Economics Weekly BI on hold, new leaders, Biden tariffs The recent recovery in the rupiah means Bank Indonesia is unlikely to follow up April’s surprise hike with another interest rate increase when it meets on Wednesday. Meanwhile, Korea could prove to be... 17th May 2024 · 8 mins read
Asset Allocation Update Rebound in Chinese equities may be sweet, but short Improving sentiment towards Chinese equities has sparked a further rebound over the past month, with stocks there having generally outperformed those elsewhere over this period. While we continue to... 17th May 2024 · 5 mins read
India Economics Weekly Apple’s ambitions, Iran port deal, Russian oil The government's announcement this week of a long-term contract to develop and operate a port in Iran through which India will be able to transport goods into Central Asia is an illustration of how... 17th May 2024 · 4 mins read
Japan Economics Weekly Weak activity won’t forestall BoJ tightening On the Bank of Japan's favoured measure, spare capacity has remained tight across the economy despite the recent weakness of GDP - which this week's data confirmed extended into Q1. That's another... 17th May 2024 · 7 mins read
