India Chart Pack India Chart Pack (February 2026) India’s economic growth won’t match the pace of 2025 over the next couple of years, but India will remain a global outperformer. Prospects have brightened further as punitive US tariffs have come down... 20th February 2026 · 1 min read
China Economics Weekly Economy to plod along in the Year of the Horse Tuesday marked the first day of the Year of the Horse. Horse years are traditionally seen as years of energy and forward momentum but, with policymakers unlikely to loosen the reins much on fiscal... 20th February 2026 · 6 mins read
Asia Economics Weekly Bank of Thailand to cut again, Asia and the AI boom We will be holding an online briefing on Wednesday to discuss the region’s long-term economic outlook out until 2050. You can register by clicking here. We expect the Bank of Thailand to cut rates at... 20th February 2026 · 6 mins read
Australia & New Zealand Economics Weekly The case for back-to-back hikes by the RBA Data released this week continue to indicate that the Australian economy is running up against capacity constraints. The relatively modest pickup in wage growth last quarter belies the fact that unit... 20th February 2026 · 5 mins read
India Economics Weekly India’s AI summit meets the “AI scare trade” The optics of this week's AI Impact Summit in New Delhi were powerful, but the timing was awkward. India’s business consulting and software firms have been major casualties in the global equity sell... 20th February 2026 · 5 mins read
Japan Economics Weekly Looser fiscal policy has yet to manifest itself The large supplementary budget passed in November provided no discernible boost to public spending last quarter, which supports our long-held view that the government only recorded a minuscule budget... 20th February 2026 · 5 mins read
Japan Rapid Response Japan Flash PMIs (Feb. 26) With the composite PMI rising to a three-year high in February, the recent sluggishness in economic activity should be followed by a marked recovery in the first half of this year. 20th February 2026 · 2 mins read
Japan Rapid Response Japan Consumer Prices (Jan. 2026) With price pressures showing signs of softening, the Bank of Japan won’t be in a rush to resume its hiking cycle. However, we still believe conditions will be in place for the Bank to raise rates by... 20th February 2026 · 2 mins read
Bonds Update AUS-NZ yield spread set to widen further We think the 10-year Australian government bond yield will reach 5% this year as the RBA hikes by more than investors anticipate. But we see less scope for yields to rise in New Zealand as the RBNZ is... 19th February 2026 · 4 mins read
Asia Rapid Response Indonesia Interest Rate Announcement (Feb. 2026) 19th February 2026 · 2 mins read
Asia Rapid Response Philippines Interest Rate Announcement (Feb. 2026) 19th February 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Jan. 26) With the January labour force survey confirming that the labour market is tightening rather than loosening as the RBA had anticipated, the Bank has more work to do. 19th February 2026 · 2 mins read
Asia Economics Update About those Indonesian GDP figures… The acceleration in Indonesian GDP growth in Q4 is hard to square with some other activity data, which suggests that the economy softened at the end of last year. Given the government’s push to get... 18th February 2026 · 3 mins read
Global Commercial Property Update Supply cuts won’t spark immediate logistics recovery Global new industrial supply has been contracting rapidly, hitting its lowest level in a decade as developers pull back. However, we expect demand to fall short of supply again this year, delaying a... 18th February 2026 · 3 mins read
Long Run Economic Outlook US and Asia to lead the AI decade Global growth will slow in the long run as population growth weakens and the scope for emerging market catch-up narrows, but there will be bright spots. We are increasingly confident that advances in... 18th February 2026 · 1 hr, 9 mins read
Australia & New Zealand Economics Update RBNZ to hold fire on rate hikes until 2027 The new RBNZ Governor, Anna Breman, didn’t rock the boat at her inaugural meeting today. The Committee predictably left rates unchanged, while arguing that risks to the outlook remained two-sided... 18th February 2026 · 3 mins read
