India Economics Weekly

MPC minutes point to further policy tightening

The MPC minutes of the RBI’s October MPC meeting – in which the repo rate was hiked by 25bps to 5.50% – give a fairly strong indication that the committee will follow up with further tightening over...

23rd October 2026 · 3 mins read

Asia Economics Weekly

Two years of Prabowo: Indonesia heading down the wrong path

Indonesia’s President Prabowo marked two years in office this week and, while the headline economic figures look good, his populist, interventionist approach to governing poses risks to Indonesia’s...

23rd October 2026 · 8 mins read

China Economics Weekly

China’s long chase after the US AI Goliath

China’s AI computing capacity is expanding rapidly, but the gap with the US remains substantial and could widen further. Chinese AI models are likely to remain competitive. But limited access to...

23rd October 2026 · 4 mins read

Australia & New Zealand Economics Weekly

Hawkish RBA may yet hike rates again

RBA Deputy Governor Andrew Hauser’s hawkish comments this week have heightened the risk of another rate hike in November. Elevated energy prices, the AI investment boom and weak productivity threaten...

23rd October 2026 · 5 mins read

Japan Economics Weekly

RENGO pushing for another large Shunto pay hike

With the energy cost shock barely making a dent in Japan's trade balance and corporate profits going from strength to strength, trade unions are demanding another strong pay hike in next year's spring...

23rd October 2026 · 4 mins read

Bank of Japan Watch

Risks to our interest rate forecasts shifting to the upside

The Bank of Japan will leave policy settings unchanged at its upcoming meeting but will signal continued concerns about upside risks to inflation. With little evidence that the tightening delivered so...

23rd October 2026 · 8 mins read

Japan Rapid Response

Japan Consumer Prices (Sep. 2026)

With underlying inflation back above the Bank of Japan’s 2% target, the case for further tightening remains on solid ground.

23rd October 2026 · 2 mins read

Asia Rapid Response

Korea Policy Rate (October 2026)

The Bank of Korea (BoK) left its policy rate unchanged at 3.00% at today’s meeting, but we doubt this marks the end of the tightening cycle, and have pencilled in one hike for the BoK’s final meeting...

22nd October 2026 · 2 mins read

India Chart Pack

India Chart Pack (Oct. 2026)

After a very strong run, India’s economy is set to cool but annual GDP growth is still on course to average an impressive 7% from 2026-2028. Rising food prices on account of a weak monsoon will push...

22nd October 2026 · 1 min read

Asia Rapid Response

Philippines Interest Rate Announcement (Oct. 2026)

22nd October 2026 · 2 mins read

Asia Economics Update

Bank of Korea to hike rates once more this cycle

The Bank of Korea (BoK) kept its policy rate unchanged at 3.00% today. But the tone of its statement and the decision to raise its growth forecasts for this year and next suggest that the tightening...

22nd October 2026 · 3 mins read

Australia & New Zealand Economics Update

RBNZ will hike to 3.25% by year-end

We expect the RBNZ to lift the Official Cash Rate by 25bp, to 3.00%, at its October meeting, as it seeks to mitigate upside risks to inflation. We’ve also brought forward our forecast for the final...

22nd October 2026 · 5 mins read

Australia & New Zealand Rapid Response

New Zealand Consumer Prices (Q3 2026)

The pullback in headline inflation in Q3 won’t provide much comfort to the RBNZ, given that underlying price pressures continued to build.

21st October 2026 · 2 mins read

Asia Economics Update

Thailand’s car sector faces up to China Shock 2.0

Thailand has long been South East Asia’s leading automotive production hub, built around Japanese manufacturers and a deep network of local suppliers. But the shift towards EVs is reshaping its...

21st October 2026 · 3 mins read

Asia Rapid Response

Indonesia Interest Rate Announcement (Oct. 2026)

The policy moves by Bank Indonesia today suggest that officials are struggling to work out whether to prioritise supporting the rupiah or boost growth. These mixed messages risk undermining the...

21st October 2026 · 3 mins read