Emerging Europe Economics Weekly Emerging Europe Weekly: Romania’s new government, Israel-Iran ceasefire The fiscal tightening measures announced by Romania’s new government, which took office this week, are a welcome development for investors, but we think the public debt ratio will stay on a sharp... 27th June 2025 · 7 mins read
India Economics Weekly India Weekly: Mixed messaging on India-US trade deal prospects President Trump's talking up of the prospects of a "very big" trade deal between India and the US this week are at odds with recent reports which suggest that India's politically sensitive... 27th June 2025 · 3 mins read
China Chart Pack China Chart Pack (June 25) China’s economy slowed in May, with US tariff starting to take a toll on exports. And while consumer spending has picked up recently, that’s largely been driven by temporary subsidies from the... 27th June 2025 · 0 mins read
Asia Economics Weekly Asia Weekly: Korean consumer boost, political trouble in Thailand While retail sales in Korea remain just over 2% below pre-pandemic levels, there are growing signs the worst is behind us. Consumer sentiment has rebounded sharply following the recent presidential... 27th June 2025 · 6 mins read
China Economics Weekly China Weekly: US-China “deal” moves forward but risks remain The trade “deal” reached in Geneva and London has now been finalised and signed. The exact terms have yet to be made public but appear to be limited in scope and still leave economic ties in far worse... 27th June 2025 · 6 mins read
Japan Economics Weekly Japan Weekly: LDP set to defend majority in Upper House Even though the LDP suffered a crushing defeat in Tokyo’s metropolitan election over the weekend, it looks increasingly likely that the government will be able to defend its majority in next month’s... 27th June 2025 · 6 mins read
Japan Economics Update Improvement in fiscal health has further to run The flow of funds data suggest that Japan’s budget deficit has continued to narrow after reaching a 30-year low in 2023. And while the recent plunge in the ratio of government debt to GDP partly... 27th June 2025 · 3 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: RBA will cut rates to 2.85% by early-2026 There are growing signs that Australia's economic recovery is struggling for momentum. Moreover, both CPI data and business surveys suggest that this weakness in activity is translating into softer... 27th June 2025 · 3 mins read
APAC Commercial Property Outlook Values to fall as region’s markets struggle to recover The outlook for the Asia-Pacific markets is relatively poor. We think higher-for-longer bond yields will limit the pace of recovery in this cycle globally, but this will be compounded by a weak... 27th June 2025 · 20 mins read
Emerging Markets Economic Outlook Emerging Markets Outlook: Growth concerns to prompt more rate cuts EM exports have held up well this year despite higher US tariffs, but the growth outlook over the second half of the year looks more challenging. We expect a slowdown in most EMs and our forecasts... 26th June 2025 · 28 mins read
India Chart Pack India Chart Pack (June 2025) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India’s economy has had a strong first half of the year and is poised to grow by 7% in both 2025 and... 26th June 2025 · 1 min read
Asia Economic Outlook Asia Outlook: Tepid growth for many as tariff threat looms We expect GDP growth across most of Asia to soften in 2025, with many countries likely to record below-consensus growth. The risk of escalating trade tensions remains a key concern, particularly for... 26th June 2025 · 28 mins read
Australia & New Zealand Economic Outlook ANZ Outlook: Central banks to loosen further as recoveries falter Australia’s economy is struggling to gain momentum, while the recent rebound in activity in New Zealand isn’t likely to be sustained. As the lull in activity lifts spare capacity, underlying price... 26th June 2025 · 20 mins read
China Economic Outlook China Outlook: Fiscal prop to fade as exports slow Exports would almost certainly have weighed on China’s growth whatever happened this year, but US tariffs – even at their reduced rate – will worsen the drag. Fiscal support has been propping up... 25th June 2025 · 16 mins read
India Economics Update How might India push back against Chinese imports? India’s goods trade deficit with China is now at a record high. This largely reflects rising goods imports from China which, while bringing economic benefits in some areas, are also raising concerns... 25th June 2025 · 4 mins read
