Asia Economics Weekly Asia Weekly: Malaysian growth to slow, Indonesia’s 2026 budget Malaysia’s economy grew by 4.4% y/y in Q2 as strong investment was offset by weak exports. Looking ahead, growth is likely to slow in the near term as planned fiscal tightening and subdued global... 15th August 2025 · 7 mins read
China Economics Weekly China Weekly: Consumer loan subsidies are a step in the right direction The new consumer loan subsidy programme announced by the Ministry of Finance this week is unlikely to significantly drive up household spending. But may be a sign that China's leadership is finally... 15th August 2025 · 5 mins read
India Economics Weekly India Weekly: All eyes on Trump-Putin meeting, a Diwali GST gift The meeting between Presidents Trump and Putin in Alaska later today could pave the way to a reduction in India's US tariff rate. Meanwhile, PM Modi struck a defiant tone regarding the tariff threat... 15th August 2025 · 4 mins read
Capital Daily What could end the yen’s puzzling weakness? We still think the Japanese yen will stage a sustained rally against the US dollar. 15th August 2025 · 3 mins read
Japan Economics Weekly Japan Weekly: BoJ will welcome resilience of Japan’s economy While faster productivity growth makes it easier for firms to absorb stronger wage growth, the Bank of Japan will welcome the resilience of consumer spending and business investment since Liberation... 15th August 2025 · 6 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: Strong jobs market won’t keep RBA from easing further When the RBA delivered a 25bp cut this week, it signalled a willingness to lower rates below 3% for the first time this cycle. Although subsequently released labour market and wage data surprised... 15th August 2025 · 4 mins read
China Rapid Response China Activity & Spending (Jul. 2025) Q3 started on a weak note, with a broad-based slowdown across key indicators. Given cooling exports and a lack of additional policy support, we think the outlook for the rest of the year remains... 15th August 2025 · 3 mins read
Japan Rapid Response Japan GDP (Q2 25 Preliminary) GDP growth rebounded more strongly last quarter than most had anticipated but we still expect a renewed slowdown over the coming quarters. 15th August 2025 · 2 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (Aug. 2025) Our View: The Q2 GDP figures out so far point to robust growth across much of the emerging world, but we think growth will soften over the second half of the year. While growth across much of Asia... 14th August 2025 · 1 min read
Equities Update Can India’s stock market withstand the tariff storm? The threat to India’s stock market from US tariffs is sizeable, and we suspect that it could fall a lot further if they are implemented as currently proposed. And in fact, we think there are enough... 14th August 2025 · 4 mins read
Australia & New Zealand Rapid Response Australia Labour Market (July 2025) The tick down in the unemployment rate in July is likely to keep the RBA on sidelines at its next meeting in September, but we still think the Bank will ultimately loosen policy a bit further than... 14th August 2025 · 2 mins read
Global Commercial Property Update Global CRE needs a reset for real recovery to take hold With interest rates staying high and closed-end funds already sitting on a large volume of investors’ capital, global real estate fundraising looks set to stay in the doldrums. We think the sector... 13th August 2025 · 5 mins read
China Rapid Response China Bank Lending & Broad Credit (Jul.) There was a small pick-up in overall credit growth in China’s economy in July, as a result of a further surge in government borrowing. But bank loan growth has continued to slow, suggesting that... 13th August 2025 · 2 mins read
Capital Daily Recovery in China’s equities may not be over yet The near-term outlook for China’s equities could be quite positive, despite the apparent headwinds. 13th August 2025 · 3 mins read
RBNZ Watch RBNZ’s easing cycle has further to go The RBNZ is all but certain to cut rates by 25bp at its meeting ending on August 20 th. Although inflation is set to remain in the upper half of the Bank’s 1-3% target band in the near-term, we... 13th August 2025 · 5 mins read
