Japan Economics Weekly Stagflationary impact of energy shock now evident The plunge in consumer confidence coupled with the rather modest rise in import and producer prices last month seems to suggest that the net impact of the energy cost shock will be deflationary. But... 10th April 2026 · 4 mins read
China Rapid Response China Consumer & Producer Prices (Mar. 2026) The Iran War has ended three years of factory-gate deflation in China and pushed CPI inflation to its highest level since early 2023 (after adjusting for Lunar New Year distortions). The big picture... 10th April 2026 · 2 mins read
Australia & New Zealand Economics Weekly Australia set to benefit from soaring EV sales While China is the key beneficiary of the recent surge in sales of electric vehicles in Australia and elsewhere, Australia will ultimately benefit from stronger demand for lithium as well. Meanwhile... 10th April 2026 · 5 mins read
Global Commercial Property Update Retail and hospitality sectors to bear the brunt of Iran War The effects of the Iran war will feed through to property occupiers through two main channels: higher energy costs and lower household disposable income growth. The impact on sectors will vary based... 9th April 2026 · 4 mins read
Australia & New Zealand Economics Update RBNZ not in a rush to tighten policy While the Reserve Bank of New Zealand discussed a pre-emptive rate hike at its meeting today, the Monetary Policy Committee signalled that the drag on economic activity from higher energy prices will... 8th April 2026 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of New Zealand Meeting (April 26) 8th April 2026 · 2 mins read
Climate Economics Update China to benefit from a post-conflict green tech boost The energy shock as a result of the conflict in Iran could provide a boost to the renewable rollout, especially in parts of Asia and Africa where the risks from high fossil fuel prices are greatest... 7th April 2026 · 5 mins read
Asia Economics Update Rebalancing Vietnam’s economy under new leadership Vietnam’s export-led growth model faces a pivotal political moment, with To Lam confirmed today as the country’s next president. His elevation consolidates the Communist Party’s leadership at a time... 7th April 2026 · 3 mins read
Event Asia Drop-In: How much has the energy shock changed Asia’s outlook? 14th April 2026, 9:00AM BST Asia’s reliance on energy flows through the Strait of Hormuz has left the region particularly exposed to disruptions from the Middle East conflict.
China Economics Focus Decoding the 15th Five-Year Plan China’s latest medium-term policy blueprint continues to elevate technological upgrading as the key to both security and growth. It acknowledges some of the negative side effects of industrial policy... 7th April 2026 · 51 mins read
Japan Economics Update Surge in EV sales won’t help Japan’s carmakers much The sales of electric vehicles by Japanese carmakers have skyrocketed in recent months but this offers little protection against the mounting competitive threat from Chinese firms. 7th April 2026 · 4 mins read
Australia & New Zealand Economics Focus Can critical minerals rescue Australia’s mining sector? The ongoing conflict in the Middle East has cast a spotlight on the global reliance on fossil fuels and triggered calls for a more aggressive adoption of renewable energy. For Australia, the crisis... 7th April 2026 · 15 mins read
Australia & New Zealand Rapid Response Australia Household Spending (Feb. 26) The recent weakness in household spending won’t stop the RBA from hiking interest rates at its upcoming meeting next month given concerns about an unanchoring of inflation expectations. 7th April 2026 · 2 mins read
India Economics Weekly Rupee on a rollercoaster The RBI couldn't prevent the rupee from sliding to a record low against the US dollar this week, though it did eventually manage to trigger a sharp rebound with stricter controls on FX speculation... 2nd April 2026 · 3 mins read
