Japan Rapid Response Japan Consumer Prices (Jun. 26) While inflation remained below the Bank of Japan’s 2% target in June, the surge in producer price inflation points to a marked acceleration and we expect inflation to climb above 3% by early next year 24th July 2026 · 2 mins read
China Economics Focus Chinese AI models – your questions answered Last week’s release of Kimi K3 has triggered a renewed wave of global interest in Chinese AI models. This Focus answers the key questions we have received from clients. It discusses how Chinese models... 23rd July 2026 · 24 mins read
India Economics Update Why GIFT City matters for foreign investors India’s policymakers have long-desired more financial activity linked to the economy to take place onshore. But they remain reluctant to quickly and fully open the capital account, with recent bouts... 23rd July 2026 · 3 mins read
Asia Economics Update AI is lifting Asia’s non-chip manufacturers too The global AI investment boom is delivering a bonanza to electronics manufacturers across Asia well beyond just chipmakers in Korea and Taiwan. 23rd July 2026 · 2 mins read
Commodities Update China can’t bail out the global oil market forever The sharp reduction in China’s crude imports has been a key factor keeping a lid on global oil prices, and we suspect that it can sustain historically low imports for many more months. However, this... 23rd July 2026 · 4 mins read
Asia Economics Update Korea: solid, but unbalanced growth Korean growth slowed in the second quarter of the year, but still grew by a healthy 0.6% q/q, helped by strong export demand. Domestic demand struggled again, however, and we expect Korea to continue... 23rd July 2026 · 3 mins read
Australia & New Zealand Rapid Response Australia Labour Market (June 2026) With the labour market still holding its own, our forecast that the RBA will hike rates again in August remains alive and well. 23rd July 2026 · 2 mins read
India Chart Pack India Chart Pack (July 2026) The latest activity data suggest that India’s economy is slowing, but we think GDP growth should average 6.5% in 2026-27 - an enviable rate by global standards. Rainfall in the early stages of the... 22nd July 2026 · 1 min read
Asia Rapid Response Indonesia Interest Rate Announcement (Jul. 2026) Bank Indonesia left interest rates on hold at 5.75% today as we had expected (but in contrast to the consensus) and so long as tensions in the Middle East ease over the coming weeks, we think policy... 22nd July 2026 · 2 mins read
Japan Chart Pack Japan Chart Pack (Jul. 26) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. GDP growth seems to have accelerated after the start of the Iran War and there are early signs that... 22nd July 2026 · 1 min read
Japan Rapid Response Japan External Trade (Jun. 26) Japan’s crude oil imports rebounded strongly in June but with the Strait of Hormuz now closed again, they will remain below pre-war levels for a while yet. T 22nd July 2026 · 2 mins read
Global Commercial Property Update Housing wealth underpins demand for active adult communities Demographics are less favourable for active adult communities than care homes. However, high net housing wealth among older households will support demand, especially in markets with more older people... 21st July 2026 · 4 mins read
Capital Daily China’s AI industry could yet lift its equities The advances in China’s AI sector and the authorities’ constructive attitude towards it are reason for optimism on the country’s equities, in our view, even if the apparent “national team” boost fades... 21st July 2026 · 4 mins read
Australia & New Zealand Rapid Response New Zealand Consumer Prices (Q2 2026) The pickup in price pressures last quarter was not particularly broad-based, with measures of core inflation still well behaved. Accordingly, we don’t think there’s a strong case for the RBNZ to hike... 21st July 2026 · 2 mins read
India Economics Weekly Inflation, FX concerns make August hike more likely The stars appear to be aligning for the RBI to begin a hiking cycle at the next policy meeting on Wednesday 5th August. We learnt this week that headline consumer price inflation rose to an 18-month... 17th July 2026 · 3 mins read
Asia Economics Weekly Singapore boom continues, hawkish Bank of Korea Singapore’s economy remained strong in Q2, with GDP growth of 5.7% y/y driven by a manufacturing boom linked to AI-related demand. However, with inflation staying low, we expect the Monetary Authority... 17th July 2026 · 5 mins read
