Australia & New Zealand Rapid Response Reserve Bank of New Zealand Meeting (Nov. 23) 29th November 2023 · 2 mins read
Australia & New Zealand Rapid Response Australia Monthly CPI Indicator (Oct. 23) 29th November 2023 · 2 mins read
China Chart Pack China Chart Pack (Nov. 2023) China’s economy is making headway again after stalling during the summer. A step up in policy support looks set to deliver a modest cyclical recovery but trend growth remains under pressure. 28th November 2023 · 1 min read
Asia Chart Pack Emerging Asia Chart Pack (Nov. 2023) Our Emerging Asia Chart Pack has been updated with the latest data and our analysis of recent developments. Lingering concerns about inflation mean Asian central banks will keep interest rates high in... 28th November 2023 · 0 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Oct. 23) 28th November 2023 · 2 mins read
Japan Economics Focus BoJ policy rate will reach 2% by 2030 The recent period of high inflation in Japan has kick-started a virtuous cycle between wages and prices. If inflation expectations remain elevated and structural forces push up the neutral rate of... 27th November 2023 · 15 mins read
India Economics Weekly Economy performing exceptionally well India’s economy recorded solid growth in the first half of this year and continues to do so in the second half. While economic activity is likely to slow a touch over the coming quarters, we think GDP... 24th November 2023 · 5 mins read
Asia Economics Weekly Q3 strength unlikely to last, CBSL cuts again GDP growth rebounded strongly across most of Emerging Asia last quarter, but we doubt this strength will last. We expect growth to slow in the near term as weak exports and tight monetary and fiscal... 24th November 2023 · 8 mins read
China Economics Weekly Property rescue efforts intensify Policymakers want banks to lend more to developers, especially private ones. They will be reluctant to do so but are likely to comply to some degree – previous rounds of credit support for developers... 24th November 2023 · 6 mins read
Japan Economics Weekly Kishida on the ropes PM Kishida's disapproval rating has reached levels that prompted his two predecessors to resign. While Kishida could call snap elections by early next year, LDP leadership elections looming for autumn... 24th November 2023 · 7 mins read
Australia & New Zealand Economics Weekly Homegrown inflation set to slow further Following a rather hawkish speech by RBA Governor Michele Bullock, the financial markets now consider it more likely than not that the Bank will lift interest rates further next year. However... 24th November 2023 · 7 mins read
Global Markets Update What’s going on in Asia’s bond and FX markets? We think the yields of long-dated local-currency government bonds in Asia will generally fall further by the end of next year, and that most regional currencies will continue to make ground against... 23rd November 2023 · 5 mins read
Event Asia Drop-In: Japanese rates at 2%? China’s economic outlook, RBI preview and more 30th November 2023, 8:00AM GMT Our latest monthly Drop-In on the big macro and market stories in Asia focused on new analysis making the case for Japanese inflation and the Bank of Japan policy rate both to hit 2% by 2030.
India Chart Pack India Chart Pack (Nov. 2023) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India’s economy continues to show resilience this year and annual GDP growth is likely to come in... 23rd November 2023 · 1 min read
