Asia Economics Weekly Manufacturers hit, Korean outflows, BOK and RBI meetings The March PMIs show that the energy shock appears to be hitting manufacturers in Asia, though it is more evident in higher input prices than in falling activity. Meanwhile, foreign outflows from Korea... 2nd April 2026 · 7 mins read
China Economics Weekly Chinese AI spreading rapidly, both overseas and at home Although Chinese AI models still lag behind their US rivals in raw intelligence, they are nonetheless rapidly gaining global market share by being more cost-effective. And early signs suggest that... 2nd April 2026 · 6 mins read
Bonds Focus The retreat from sovereign bond duration Supply/demand dynamics in long-dated sovereign debt markets are deteriorating, with demand from traditional sources waning and supply remaining strong. And now fiscal support in response to the Iran... 2nd April 2026 · 22 mins read
Global Economics Chart Pack Global Economics Chart pack - Iran Conflict Edition (April 2026) The impact of the surge in energy prices on the global economy will depend on the extent of any disruption to energy flows, which remains highly uncertain. Europe and Asia are more exposed than the US... 2nd April 2026 · 1 min read
Australia & New Zealand Economics Weekly Albanese enters crisis management mode We are sending this Australia & New Zealand Economics Weekly one day earlier than usual because our Singapore office is closed on Good Friday, 3rd April. The Australian government's decision to slash... 2nd April 2026 · 4 mins read
Japan Economics Weekly Case for April rate hike strengthening We are sending this Japan Economics Weekly one day earlier than usual because our Singapore office is closed on Good Friday, 3rd April. Hawkish signals by BoJ policymakers coupled with the resilience... 2nd April 2026 · 5 mins read
Global Property Outlook Iran war’s property impact will be small and short-lived Given the fast-moving nature of events in Iran and the Strait of Hormuz, this global publication brings together our updated residential and commercial property market analysis and forecasts. It... 1st April 2026 · 23 mins read
Australia & New Zealand Economics Update How would fuel rationing affect Australia’s economy? Australia’s supply of petroleum products will dwindle over the coming weeks, which could prompt the government to impose fuel rationing. It seems likely that any restrictions will initially target... 1st April 2026 · 3 mins read
RBI Watch Low inflation buys the RBI time, but FX concerns grow A limited inflationary impact from the surge in energy prices so far should enable the Reserve Bank of India (RBI) to keep the repo rate on hold at 5.25% at the conclusion of the MPC meeting on... 1st April 2026 · 6 mins read
Australia & New Zealand Economics Update RBNZ won’t spring into action just yet Financial markets are betting that the RBNZ will deliver its first rate hike in Q3, with aggressive tightening to follow thereafter. However, we suspect they are getting ahead of themselves, not least... 1st April 2026 · 7 mins read
Australia & New Zealand Economics Update Australian housing market poised for a downturn Australian house prices have lost some momentum in recent months. With the Reserve Bank of Australia set to hike rates to 4.60% in the coming months, we think house prices will fall outright before... 1st April 2026 · 4 mins read
Japan Rapid Response Japan Tankan (Q1 26) The Tankan survey showed that firms are shrugging off the energy shock caused by the Iran war, which should encourage the BoJ to hike rates at this month’s meeting. 1st April 2026 · 2 mins read
China Chart Pack China Chart Pack (Mar. 26) China’s growth picked up at the start of the year, thanks to a boost from stronger fiscal spending and exports. This year’s Budget suggests that this fiscal support won't last. As a net energy... 31st March 2026 · 0 mins read
Global Economics Update What are the potential implications of Houthi Attacks? While the direct effect of renewed strikes on shipping in the Red Sea on aggregate world trade is likely to be limited, the impact on Asian economies that rely more heavily on oil imports from Saudi... 31st March 2026 · 4 mins read
Asia Economics Update Are generous cash handouts the answer to low fertility? There is some evidence that generous cash subsidies to new parents have lifted the fertility rate in Korea. But it is not clear whether similar policies would have the same impact in countries where... 31st March 2026 · 6 mins read
China Rapid Response China PMIs (Mar. 2026) The decline in the RatingDog manufacturing PMI for March partially offsets the strength in the official survey data. But the big picture remains that, despite rising price pressures, the Iran War has... 31st March 2026 · 3 mins read
