Event Drop-In: Asia macro and markets update – Fracturing, the Fed and AI’s influence 29th January 2026, 8:00AM GMT As 2026 begins, the drivers for Asian markets are crystallising. Geopolitical headlines remain a constant, while equity markets continue to lean on a narrow – and potentially fragile – set of...
Event Asia Drop-In: Japan’s leadership turmoil – economic and market implications 15th October 2025, 9:00AM BST Japan’s search for a new prime minister has upended its political landscape – and the outcome will shape the country’s economic and market outlook.
Event Drop-In: APAC Commercial Real Estate Outlook for 2026 and beyond 3rd December 2025, 8:00AM GMT In the face of tariffs, mixed economic data and ongoing geopolitical uncertainty, the CRE market has shown a slow but steady recovery path this year.
Event Drop-In: Is Japan’s fiscal situation reaching a breaking point? 23rd July 2025, 9:00AM BST The LDP’s weak performance in the Upper House elections signals pressure for looser fiscal policy, just as the Bank of Japan is constrained from tackling rising inflation in the face
Event Asia Drop-In: Big policy tests for China, India and Indonesia 25th September 2025, 9:00AM BST Asia ex-Japan’s three biggest economies are each grappling with major policy tests.
Event Drop-In: China Outlook – Can policy reverse economic weakness? 9th October 2025, 9:00AM BST Our proprietary China Activity Proxy shows growth running well below the official figures.
Event China Drop-In: Key takeaways from the NPC and the new Five-Year Plan 6th March 2026, 8:00AM GMT March begins with a pivotal week for China watchers as the government unveils its economic targets for 2026 alongside the 15th Five-Year Plan.
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?
China Economics Weekly Tackling overcapacity will require demand-side stimulus China’s leadership appears to be embarking on a campaign of supply-side measures aimed at tackling overcapacity and deflation. But local officials may balk at the economic cost of implementing them... 11th July 2025 · 8 mins read
India Economics Weekly India Weekly: Falling inflation, trade uncertainty, equity underperformance June inflation data, due next week, is set to show headline inflation dropping to 2.6% y/y — the lowest in over six years — driven by tumbling food prices. Despite this, the RBI is unlikely to respond... 11th July 2025 · 4 mins read
Asia Economics Weekly Asia Weekly: Tariff uncertainty to drag on, export boom won’t last The reciprocal tariff rates announced this week as part of Liberation Day 2.0 were largely unchanged from April, though a few smaller countries in South East Asia saw their rates cut. While the lack... 11th July 2025 · 8 mins read
Japan Economics Weekly Japan Weekly: Stalling trade negotiations may delay BoJ rate hikes We still expect a trade deal with the US to be agree upon after the Upper House elections on 20 th July. However, given that very few countries have managed to reach an agreement so far, the... 11th July 2025 · 6 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: RBA to drag out easing cycle as caution prevails The RBA’s decision to leave rates unchanged at its meeting this week came as a surprise to most. As it turns out, a majority of the Board preferred to wait for the full Q2 CPI data (due by end-July)... 11th July 2025 · 5 mins read
Emerging Markets Economics Update EM disinflation has further to run Aggregate EM inflation is now at its lowest level in four years, with notable declines this year across Asia. We still think the outlook will be characterised by higher inflation in Latin America and... 10th July 2025 · 5 mins read
Climate Economics Update EU tariffs not stopping China’s EV exporters Auto exporters in China have adapted to the EU’s tariffs on EVs by lowering export prices and focusing on vehicles that are not subject to tariffs. Even if trade restrictions were to remain in place... 10th July 2025 · 3 mins read
