Asia Economics Weekly What next for Korea? The longer the political crisis in Korea drags on, the worse the economic consequences will be. Consumer spending is likely to be affected and there will also be disruption if the country’s powerful... 6th December 2024 · 5 mins read
Commodities Weekly OPEC+ delay won’t prevent oil price falls The decision by OPEC+ to delay unwinding some of its oil production cuts until April 2025 appears to have provided food for thought to both oil bulls and bears. However, although the announced plans... 6th December 2024 · 5 mins read
India Economics Weekly Rupee’s decline won’t prevent eventual rate cuts On the face of it, the fall in the rupee to record lows poses a dilemma for the Reserve Bank’s MPC, which earlier today voted to keep the repo rate unchanged at 6.50%. But the bigger picture is that... 6th December 2024 · 4 mins read
China Economics Weekly China: US chip controls tightened, China retaliates Updated US export controls released this week will further restrict China’s access to advanced chipmaking technology, but significant loopholes remain. China retaliated immediately with exports bans... 6th December 2024 · 8 mins read
India Economics Update RBI will begin cutting the repo rate in April The Reserve Bank of India’s (RBI’s) decision to keep the repo rate unchanged at 6.50% today highlights its unease at the current rate of headline inflation. Admittedly, the lowering of the cash... 6th December 2024 · 2 mins read
Japan Economics Weekly Japan: December rate hike still looking more likely than not Conflicting messages by the Bank of Japan have once again left the outcome of the Bank's December meeting wide open, but on balance we're sticking to our forecast of another rate hike in a couple of... 6th December 2024 · 6 mins read
India Rapid Response Reserve Bank of India Policy Announcement (Dec.) 6th December 2024 · 2 mins read
Australia & New Zealand Economics Weekly Despite sluggish activity, RBA will only cut in May With Australian Q3 GDP data underperforming expectations, markets now think the RBA could begin its easing cycle as soon as April. To be sure, it is certainly the case that private demand showed few... 6th December 2024 · 5 mins read
Japan Rapid Response Japan Labour Cash Earnings (October 24) Base pay rose the most since 1992 in October and we think it will continue to hold strong through to the end of next year 5th December 2024 · 2 mins read
Capital Daily Chinese equities may continue to lag those in the US Despite their low absolute and relative valuations, we think China’s equities will continue to lag their US counterparts over the coming year. 5th December 2024 · 4 mins read
Asia Economics Update Five questions (and answers) on Korea’s political crisis President Yoon Suk Yoel has rescinded his declaration of martial law, but Korea’s political crisis is far from over. The opposition are now trying to impeach the president, while financial markets... 4th December 2024 · 3 mins read
RBA Watch RBA will wait until May before cutting rates The RBA will leave interest rates unchanged at its upcoming meeting on 10 th December. While the weakness in economic activity points to rate cuts before long, we think the Bank will need to see... 4th December 2024 · 7 mins read
Capital Daily Market implications of the drama in Korea This early edition of the Capital Daily outlines our initial thoughts on the market implications of the political drama in Korea. 4th December 2024 · 4 mins read
Australia & New Zealand Rapid Response Australia GDP (Q3 2024) GDP growth remained sluggish in the third quarter, adding to the case for the RBA to start easing policy before long. 4th December 2024 · 2 mins read
Event Asia Drop-In: Korea political crisis – Macro and market implications 1733299200 President Yoon Suk Yeol’s declaration of martial law – and parliament’s vote to reverse it – has plunged Asia’s fourth largest economy into crisis and triggered turmoil across
