China Rapid Response

China GDP (Q2) & Activity (Jun. 2025)

Official GDP data came in a touch weaker in Q2. But the figures still overstate the strength of growth by around 1.5%-pts. And the June activity data suggest that the quarter ended on a weak note...

15th July 2025 · 3 mins read

India Rapid Response

India Consumer Prices (Jun. 2025)

The larger-than-expected fall in India’s consumer price inflation to 2.1% y/y in June raises the prospect of the RBI cutting interest rates further at its policy meeting next month. But given the RBI...

14th July 2025 · 2 mins read

China Rapid Response

China Bank Lending & Broad Credit (Jun.)

The acceleration in broad credit growth last month, to a 16-month high, is a positive sign for the outlook and reduces the risk of a sharp declaration in near-term economic activity. But this tailwind...

14th July 2025 · 2 mins read

China Rapid Response

China Merchandise Trade (Jun. 2025)

Growth in export values rebounded somewhat last month, helped by the US-China trade truce. But tariffs are likely to remain high and Chinese manufacturers face growing constraints on their ability to...

14th July 2025 · 3 mins read

Asia Rapid Response

Singapore GDP Q2 2025 (Advance estimate)

Singapore’s economy rebounded sharply during the second quarter, but we doubt this resilience will last. We expect a broad-based slowdown in the coming quarters and continue to expect the central bank...

14th July 2025 · 2 mins read

Event

ANZ Drop-In: How fast, how low? How Q2 CPI data could dictate RBA rate cuts

30th July 2025, 3:30AM BST

The Reserve Bank of Australia has consistently advocated a cautious approach to policy easing.

Event

ANZ Drop-In: What next for the RBA? How Q3 CPI could influence the rate outlook

29th October 2025, 1:30AM GMT

Mixed signals from recent data have complicated the RBA’s job.

Event

Asia Drop-In: Indonesia in turmoil – Macro and market implications

9th September 2025, 8:00AM BST

The sacking of Indonesian finance minister Sri Mulyani Indrawati marks the latest twist in a crisis that has been engulfing what until recently was one of Asia’s standout growth stories. 

Event

Drop-In: What’s really holding up the commercial real estate recovery?

9th September 2025, 9:00AM BST

Global property markets have been recovering through the first half of 2025, with tariffs and other uncertainties showing only limited impact so far.

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Asia Drop-In: Japan’s leadership turmoil – economic and market implications

15th October 2025, 9:00AM BST

Japan’s search for a new prime minister has upended its political landscape – and the outcome will shape the country’s economic and market outlook.

Event

Drop-In: Is Japan’s fiscal situation reaching a breaking point?

23rd July 2025, 9:00AM BST

The LDP’s weak performance in the Upper House elections signals pressure for looser fiscal policy, just as the Bank of Japan is constrained from tackling rising inflation in the face

Event

Asia Drop-In: Big policy tests for China, India and Indonesia

25th September 2025, 9:00AM BST

Asia ex-Japan’s three biggest economies are each grappling with major policy tests.

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Drop-In: China Outlook – Can policy reverse economic weakness?

9th October 2025, 9:00AM BST

Our proprietary China Activity Proxy shows growth running well below the official figures.

China Economics Weekly

China Weekly: Tackling overcapacity will require demand-side stimulus

China’s leadership appears to be embarking on a campaign of supply-side measures aimed at tackling overcapacity and deflation. But local officials may balk at the economic cost of implementing them...

11th July 2025 · 8 mins read

India Economics Weekly

India Weekly: Falling inflation, trade uncertainty, equity underperformance

June inflation data, due next week, is set to show headline inflation dropping to 2.6% y/y — the lowest in over six years — driven by tumbling food prices. Despite this, the RBI is unlikely to respond...

11th July 2025 · 4 mins read