China Rapid Response Bank Lending & Broad Credit (Jul.) Bank loan growth slowed for the 16th consecutive month in July, hitting yet another record low of 5.1% y/y, down from 5.2% in June. Household demand remained particularly weak, with household loan... 14th August 2026 · 2 mins read
Japan Economics Weekly Stars are aligning for a September BoJ hike The Bank of Japan’s July Summary of Opinions suggests that the Board is increasingly open to stepping up the pace of tightening. With producer and import-price data pointing to persistent and broad... 14th August 2026 · 6 mins read
India Economics Focus Is India adapting to the AI revolution? Recent job losses in the outsourcing sector have fuelled fears about the negative macro impact of artificial intelligence (AI) on India’s economy. But the services sector as a whole appears to be... 13th August 2026 · 10 mins read
Asia Economics Update The Philippines – on the wrong side of the AI boom The Philippines risks falling behind in the AI revolution. Unlike much of the rest of the region, it is neither benefiting significantly from the surge in AI-related electronics exports nor well... 12th August 2026 · 3 mins read
Asia Economics Update AI boom will keep Korea’s GDP growth strong Korea’s chipmakers have announced huge investment plans which means that the near-term risks to our GDP forecasts are tilted to the upside. But we expect the AI boom to run out of steam in 2028 so the... 12th August 2026 · 4 mins read
Asia Economics Update Can Vietnam grow by 10%? Vietnam is set to remain one of Asia’s fastest-growing economies over the rest of the decade. The government could probably push growth towards its target of 10% between now and 2030 by further... 11th August 2026 · 3 mins read
China Economics Update Deflationary pressures loom again The m/m declines in both consumer and producer prices in July largely reflect the pullback in global oil prices. But falling prices also underscore that domestic deflationary pressures remain... 10th August 2026 · 5 mins read
Asia Economics Update Indonesia – welcome signs of improvement The nomination today of Bank Indonesia’s senior deputy governor, Destry Damayanti, as the sole candidate to replace Perry Warjiyo is a welcome development. It should help ease concerns over the... 10th August 2026 · 3 mins read
Capital Daily US CPI may prove a sterner test for markets than payrolls Equity markets shrugged off last week’s big downside surprise in US payrolls but would probably find negative news on US inflation harder to absorb. That would also put renewed pressure on the yen... 10th August 2026 · 6 mins read
Asia Economics Update New Thai government is squandering a rare chance for reform Thailand’s re-elected government began its new term with a strong mandate and a rare opportunity to pursue structural reform to boost long-term growth. Six months on, that opportunity risks being... 10th August 2026 · 3 mins read
China Economics Weekly US import bans are a double-edged sword The US is considering banning imports of Chinese optical transceivers, according to a Reuters report published this week. While a transceiver ban alone wouldn't do much to dent exports, the risk for... 7th August 2026 · 6 mins read
India Economics Weekly Data centre constraints, equities to outperform, July CPI Reports this week that Google’s planned AI data centre in Andhra Pradesh is facing stiff opposition over its environmental impact have highlighted the challenges facing India’s digital ambitions... 7th August 2026 · 3 mins read
Asia Economics Weekly BoK hawkish as inflation eases across Asia Inflation in Korea fell in August, but hawkish minutes from the BOK’s July meeting suggest that further tightening is likely. While it will be a close call, we expect the next hike to come in October... 7th August 2026 · 5 mins read
Asia Economics Update Philippines: war and corruption campaign weigh on growth The Philippines slowed further in the second quarter of the year as the impact of the ongoing anti-corruption campaign and higher inflation brought about by the crisis in the Middle East weighed... 7th August 2026 · 3 mins read
China Rapid Response China Merchandise Trade (Jul. 2026) The boom in Chinese trade slowed a touch in July but the big picture is that export and import values remain elevated, helped by soaring global demand for electronics and green tech products. Crude... 7th August 2026 · 7 mins read
