APAC Commercial Property Chart Pack APAC Commercial Property Chart Pack (Q1 2026) Asia-Pacific all-property capital value declines eased further in Q4 to minus 0.8% y/y, reinforcing signs that the market is bottoming out. Looking ahead, however, elevated risk-free rates and muted... 26th February 2026 · 1 min read
Asia Rapid Response Korea Policy Rate (Feb. 2026) The Bank of Korea kept its policy rate on hold today at 2.50%, and we expect the central bank to maintain this stance until at least mid-year, before eventually restarting its easing cycle around the... 26th February 2026 · 2 mins read
Capital Daily Renewed yen weakness is unlikely to last Further efforts from the Takaichi government to influence the BoJ threatens another round of turmoil in Japan’s bond and currency markets. But we think the underlying fundamentals point towards... 25th February 2026 · 4 mins read
Emerging Markets Economics Update EM budget deficits on diverging paths Fiscal tightening has helped to narrow budget deficits markedly in a number of EMs, notably Argentina, South Africa and Turkey. But elsewhere adjustment has been limited – particularly in Brazil. And... 25th February 2026 · 3 mins read
Asia Economics Update Korea: jump in fertility rate unlikely to be sustained The fertility rate in Korea increased in 2025 for the second year in a row, offering a rare glimmer of relief given the country’s terrible demographics. But the fertility rate remains very low and we... 25th February 2026 · 3 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (Feb. 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. The continued acceleration in Australia’s underlying inflation at the start of the year vindicates the... 25th February 2026 · 1 min read
Australia & New Zealand Rapid Response Australia Consumer Prices (January 2026) Trimmed mean inflation climbed to a fresh high in January, consistent with our view that the Reserve Bank of Australia will keep tightening monetary policy. 25th February 2026 · 2 mins read
Japan Economics Update Japan has got 99 problems but investment isn’t one PM Takaichi is misdiagnosing what’s holding back Japan’s economy. This means that rather than boosting Japan’s long-term growth potential, her policies may instead unleash a wave of wasteful public... 24th February 2026 · 3 mins read
Global Economics Update Questions & answers on the new US tariff regime The imposition of a 10% Section 122 tariff on all countries leaves the weighted-average US tariff rate about 3.5%-points lower than was the case under the IEEPA framework, although the difference will... 23rd February 2026 (Updated 24th February 2026) · 8 mins read
China Economics Focus Anti-involution efforts are no quick fix for overcapacity Our new Overcapacity Index for China shows that the government’s “anti-involution” campaign, which aims to tackle deflation by curbing excess supply, has yet to make much headway. That’s unlikely to... 23rd February 2026 · 27 mins read
Asia Economics Update New US tariff regime will rejig Asian electronics trade Trump’s new 15% global tariff rate reduces the tariff burden on most Asian countries, but the biggest winner is China. It still faces a higher tariff than countries elsewhere in the region, but the... 23rd February 2026 · 4 mins read
India Chart Pack India Chart Pack (February 2026) India’s economic growth won’t match the pace of 2025 over the next couple of years, but India will remain a global outperformer. Prospects have brightened further as punitive US tariffs have come down... 20th February 2026 · 1 min read
China Economics Weekly Economy to plod along in the Year of the Horse Tuesday marked the first day of the Year of the Horse. Horse years are traditionally seen as years of energy and forward momentum but, with policymakers unlikely to loosen the reins much on fiscal... 20th February 2026 · 6 mins read
Asia Economics Weekly Bank of Thailand to cut again, Asia and the AI boom We will be holding an online briefing on Wednesday to discuss the region’s long-term economic outlook out until 2050. You can register by clicking here. We expect the Bank of Thailand to cut rates at... 20th February 2026 · 6 mins read
Australia & New Zealand Economics Weekly The case for back-to-back hikes by the RBA Data released this week continue to indicate that the Australian economy is running up against capacity constraints. The relatively modest pickup in wage growth last quarter belies the fact that unit... 20th February 2026 · 5 mins read
