Australia & New Zealand Economics Update Australia’s housing market loses some steam Australian house prices pared their gains in February, as housing demand softened a touch. Although the slowdown was driven largely by Sydney and Melbourne, we suspect it will become more broad-based... 2nd March 2026 · 3 mins read
China Chart Pack China Chart Pack (Feb 26) China’s economy expanded by just 3.1% in 2025. We expect growth to remain subdued this year too. While the recent change in US tariffs has improved the export outlook for China, we’re expecting less... 27th February 2026 · 0 mins read
India Economics Update India’s revamped GDP: slightly smaller but growth story intact India’s revamped national accounts data show that the economy in nominal terms is slightly smaller than previously thought, although the big picture remains intact. Relative to GDP, the budget and... 27th February 2026 · 3 mins read
China Economics Weekly NPC and Five-Year Plan: What to watch China's leadership will lay out its economic policy agenda for this year, as well as its goals for the 15th Five Year Plan period (2026-30), at the National People's Congress which kicks off on... 27th February 2026 · 7 mins read
Asia Economics Weekly IEEPA ruling, Taiwan’s surging surplus Recent US tariff adjustments have led to a fall in rates for Asian countries, and on average they remain lower than China’s. However, the relative advantage over Chinese manufacturers has diminished... 27th February 2026 · 6 mins read
India Economics Weekly Policymakers eye stronger non-US relations The latest tariff drama underlines how unreliable the US has become as a trade partner under the second Trump administration. That has prompted New Delhi to strengthen ties with other countries as an... 27th February 2026 · 3 mins read
Japan Economics Weekly Case for near-term rate hike strengthening While the escalating tensions between China and Japan will provide a small drag on output this quarter, the January activity data were encouraging and suggest that GDP growth will pick up this quarter... 27th February 2026 · 4 mins read
Australia & New Zealand Economics Weekly Aussie firms on capex spree, Ardern joins Kiwi exodus The evidence that the Australian economy is operating with excess demand continues to pile up. We learnt this week that private capex growth surged to a two-year high in Q4. Moreover, with firms... 27th February 2026 · 5 mins read
Japan Rapid Response Japan Retail Sales & Industrial Production (Jan. 26) On balance, the January activity and inflation figures suggest that the BoJ won’t wait much longer before hiking rates again. 27th February 2026 · 2 mins read
Asia Chart Pack Asia Chart Pack (February 2026) Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments. We expect most Asian economies to record solid growth in 2026, with robust demand for AI-related... 26th February 2026 · 0 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Feb. 2026) Our EM Capital Flows measure points to a decline in inflows in recent weeks, although some of this appears to be related to idiosyncratic factors. And in any case, EM external positions look strong by... 26th February 2026 · 0 mins read
China Economics Update China’s tariff respite may last some time The past week’s shifts in US tariffs have put a large number of Chinese manufacturers back on a level playing field in the US market with other non-US producers. These lower rates look likely to... 26th February 2026 · 5 mins read
Climate Economics Monthly Backlash against key green policies has further to run While President Trump’s repeal of the “endangerment finding” could have a long-lasting impact on US emissions, the broader rollback of climate policy under Trump already appears to be weighing on... 26th February 2026 · 4 mins read
Equities Update Weakness in China’s equities could be short-lived After a weak start to the year, we expect Chinese equities to regain their footing over the coming months, partly because their valuations aren’t especially stretched. Moreover, we expect the AI rally... 26th February 2026 · 4 mins read
Asia Economics Update Bank of Korea shifts to “dot plot” framework The key development from today’s meeting of the Bank of Korea was not the widely expected decision to keep the policy rate at 2.50%, but the shift to a new six-month forward-guidance “dot plot”. While... 26th February 2026 · 3 mins read
