Japan Economics Weekly Japan Weekly: Tariff front-running will be followed by export slump The recent strength in export volumes seems to reflect efforts to front-run US tariffs. While that is providing a boost to activity now, it will only magnify the hit to exports once those tariffs are... 21st March 2025 · 4 mins read
India Economics Update Is India turning less protectionist? India has long had a relatively protectionist trade policy but, driven in part by the reciprocal tariff threat from the US, there appears to be a slight shift in approach from policymakers. Import... 20th March 2025 · 5 mins read
Emerging Markets Economics Update Turmoil in a few EMs not a sign of widespread risks The financial market sell-offs in Indonesia, Turkey and Colombia this week are, in part, a reflection of concerns about strained balance sheets. We think that vulnerabilities in some frontier markets... 20th March 2025 · 3 mins read
India Chart Pack India Chart Pack (March 2025) India’s economy is emerging from its recent soft patch. Headline CPI inflation should remain close to the RBI’s 4% target over the coming months, enabling the central bank to continue easing monetary... 20th March 2025 · 1 min read
Latin America Economics Focus Mapping China’s presence in Latin America China’s presence in Latin America is increasingly seen as a strategic threat by the US. This Focus uses interactive charts to map out economic, financial and institutional linkages between China and... 19th March 2025 · 3 mins read
Japan Economics Update Bank of Japan will lift rates to 1.5% by 2027 With the Bank of Japan sounding a bit more worried about downside risks to activity from US tariffs than about upside risks to inflation, we’re pushing back our forecast for the next rate hike from... 19th March 2025 · 3 mins read
China Economics Update Overcapacity to keep China in deflation Deflation has reared its head again in China, underscoring the problem of persistent supply and demand imbalances. The limited extra support for consumption outlined at the National People’s Congress... 18th March 2025 · 5 mins read
Asia Economics Update Indonesia: equity plunge underscores policy concerns The sharp fall in Indonesia’s stock market today seems to reflect growing worries about the direction of fiscal policy and the state’s role in the economy under President Prabowo Subianto, which could... 18th March 2025 · 3 mins read
China Economics Update China’s latest consumption plan fails to deliver China’s government has launched a new “Special Action Plan” to support consumption. Talk of prioritising consumption is encouraging on paper. But the leadership has been talking about this since a... 17th March 2025 · 4 mins read
Capital Daily The relative prospects for Chinese and Indian equities The prospects for Chinese equities still appear quite bright to us, and in fact we expect that they will keep outperforming those in India over the rest of this year. 17th March 2025 · 5 mins read
Japan Economic Outlook Japan Outlook: Tightening cycle has much further to run While trade tensions create downside risks, we expect GDP growth to be around trend this year. And following another strong showing in this year’s spring wage negotiations, wage growth will remain... 17th March 2025 · 18 mins read
China Rapid Response China Activity & Spending (Jan. & Feb. 2025) China’s economy appears to have slowed last month, likely due to a pullback fiscal borrowing. We expect a renewed pick-up later this year as fiscal support ramps up again. But any near-term... 17th March 2025 · 2 mins read
