Asia Rapid Response Indonesia’s Finance Minister Removed The removal of Indonesia’s well-respected Finance Minister Sri Mulyani from her post will raise concerns that, in the wake of recent protests in the country, President Prabowo Subianto will seek to... 8th September 2025 · 2 mins read
Capital Daily Japan’s 10-year yield may soon surpass China’s We still think the 10-year government bond yield in Japan will finish this year higher than that in China, as the former rises further and the latter resumes its downward trend. 8th September 2025 · 4 mins read
China Rapid Response China Merchandise Trade (Aug. 2025) Exports were broadly unchanged last month – the slowdown in headline y/y growth was just a base effect. But with the temporary boost from the US-China trade truce fading and the US raising tariffs on... 8th September 2025 · 2 mins read
China Economics Weekly Export resilience is a symptom of domestic weakness We are re-sending this Weekly due to a technical error. Apologies for any inconvenience caused. Policymakers in China seem more concerned about the overcapacity problem than the trade war with the US... 5th September 2025 · 7 mins read
India Economics Weekly GST 2.0, infrastructure drive, CPI data Upcoming simplifications to India’s Goods and Services Tax (GST) confirmed by the Finance Ministry this week will result in a slightly larger fiscal deficit this year and next, as well as provide a... 5th September 2025 · 4 mins read
Asia Economics Weekly Deflation concerns should pass Outside of China, there is no immediate threat of any other country in Asia falling into a prolonged period of deflation. Nevertheless, inflation across the region should remain low, which will give... 5th September 2025 · 5 mins read
Australia & New Zealand Economics Weekly Consumer revival to temper RBA rate-cut outlook The Australian economy bounced back strongly last quarter, buoyed by a sharp rise in consumer spending. With households' real incomes growing strongly and housing wealth increasing in tandem, we... 5th September 2025 · 4 mins read
Japan Economics Weekly Japan will be able to cope with higher bond yields While the yield on 30-year Japanese Government Bonds hit a fresh multi-year high this week, this doesn’t pose a near-term threat to the sustainability of Japan’s public finances. After all, shorter... 5th September 2025 · 4 mins read
Asia Rapid Response Malaysia: Monetary Policy Meeting (September 2025) 4th September 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Household Spending Indicator (Jul. 25) With the Australian consumer springing back into action, the case for aggressive policy easing is becoming weaker. 4th September 2025 · 2 mins read
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
