Australia & New Zealand Economics Update

RBNZ to cut further as property sector remains weak

New Zealand’s housing market is still struggling to recover from its steep post-pandemic downturn. Although we still expect it to turn the corner in the coming months, the risk is that it will remain...

15th July 2025 · 5 mins read

China Rapid Response

China GDP (Q2) & Activity (Jun. 2025)

Official GDP data came in a touch weaker in Q2. But the figures still overstate the strength of growth by around 1.5%-pts. And the June activity data suggest that the quarter ended on a weak note...

15th July 2025 · 3 mins read

India Rapid Response

India Consumer Prices (Jun. 2025)

The larger-than-expected fall in India’s consumer price inflation to 2.1% y/y in June raises the prospect of the RBI cutting interest rates further at its policy meeting next month. But given the RBI...

14th July 2025 · 2 mins read

China Rapid Response

China Bank Lending & Broad Credit (Jun.)

The acceleration in broad credit growth last month, to a 16-month high, is a positive sign for the outlook and reduces the risk of a sharp declaration in near-term economic activity. But this tailwind...

14th July 2025 · 2 mins read

China Rapid Response

China Merchandise Trade (Jun. 2025)

Growth in export values rebounded somewhat last month, helped by the US-China trade truce. But tariffs are likely to remain high and Chinese manufacturers face growing constraints on their ability to...

14th July 2025 · 3 mins read

Asia Rapid Response

Singapore GDP Q2 2025 (Advance estimate)

Singapore’s economy rebounded sharply during the second quarter, but we doubt this resilience will last. We expect a broad-based slowdown in the coming quarters and continue to expect the central bank...

14th July 2025 · 2 mins read

Event

ANZ Drop-In: How fast, how low? How Q2 CPI data could dictate RBA rate cuts

30th July 2025, 3:30AM BST

The Reserve Bank of Australia has consistently advocated a cautious approach to policy easing.

Event

Drop-In: The Asian Century? Long-Run Prospects for Asia

25th February 2026, 8:00AM GMT

Asia is expected to account for a rising share of global output over the next few decades. But how secure is that outlook?

Event

Asia Drop-In: The AI boom, rate calls and market momentum

27th November 2025, 8:00AM GMT

Asia’s factories sit at the heart of the global AI build-out – but who are the real economic winners, and what happens if the bubble bursts?

Event

ANZ Drop-In: What next for the RBA? How Q3 CPI could influence the rate outlook

29th October 2025, 1:30AM GMT

Mixed signals from recent data have complicated the RBA’s job.

Event

Japan Drop-In: Takaichi’s election gamble – Fiscal risks, market consequences

9th February 2026, 8:00AM GMT

Our Japan economists were online the day after the election to analyse the results, explore what they mean for Japan’s fiscal and monetary balance, and discuss the implications for Ja

Event

Asia Drop-In: Indonesia's weakening policy guardrails – An update on macro and market risks

27th January 2026, 8:00AM GMT

Concerns about the direction of policymaking in Indonesia have intensified since President Prabowo took office in late-2024.

Event

Asia Drop-In: Indonesia in turmoil – Macro and market implications

9th September 2025, 8:00AM BST

The sacking of Indonesian finance minister Sri Mulyani Indrawati marks the latest twist in a crisis that has been engulfing what until recently was one of Asia’s standout growth stories. 

Event

India Drop-In: Budget, RBI & the road ahead

28th January 2026, 9:00AM GMT

2025 was another stellar year for India's economy. But with headwinds building in 2026, will policymakers need to step up their game?

Event

Drop-In: China’s new Five-Year Plan – Domestic consequences, global spillovers

17th March 2026, 9:00AM GMT

The new Five Year Plan will play a critical role in guiding Chinese policy over the coming years, with important ramifications for both the domestic economic outlook and for China’s ties with its t