Global Economics Update Is Trump’s opening to Russia a “Reverse Nixon”? President Trump’s attempts to reset relations with Russia have led some to suggest that he may be attempting to break apart the Sino-Russian alliance as Nixon did in the early 1970s (although in Nixon... 27th February 2025 · 7 mins read
China Economics Update Homebuilding downturn will continue for years Policy support is helping developers secure financing and should boost their sales this year. This will allow them to intensify work on existing projects. But it won’t prevent homebuilding activity... 27th February 2025 · 4 mins read
Asia Economics Update Bank Indonesia’s bond purchases could backfire Bank Indonesia now owns a larger share of government bonds than some DM central banks did at the height of their pandemic QE programmes. Amidst worries that the fiscal guardrails are coming off, BI’s... 27th February 2025 · 4 mins read
Asia Chart Pack Asia Chart Pack (February 2025) Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments. With GDP growth set to struggle and inflation to remain low, central banks are likely to continue to... 26th February 2025 · 0 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Feb. 2025) On aggregate, EM capital markets have continued to experience outflows in recent weeks and it’s hard to see a significant turnaround given that President Trump’s proposed policies would likely result... 26th February 2025 · 0 mins read
India Chart Pack India Chart Pack (February 2025) India’s economy is in the midst of a softer patch which we think will continue for a few more quarters. Headline CPI inflation is now within touching distance of the Reserve Bank’s 4% target and looks... 26th February 2025 · 1 min read
Asia Rapid Response Thailand Monetary Policy Announcement (February) 26th February 2025 · 2 mins read
Long Run Economic Outlook Global megatrends will outweigh Trump disruption President Trump’s trade and other policies might cause turbulence over the next few years, but they are unlikely to derail the megatrends which will shape the global economy in the long run. We still... 25th February 2025 · 1 hr, 8 mins read
Event China Drop-In: 2025 NPC – Setting policy goals in a trickier global environment 1741161600 This year’s National People’s Congress (NPC) is taking place against a difficult backdrop for China’s economy; stimulus efforts have so far had only a fleeting impact on activ
Event Japan Drop-In: The Shunto, the Bank of Japan and the inflation and policy outlook 1741939200 Will the Bank of Japan be doing a victory lap this year in its quest to get inflation sustainably to 2%?
India Economics Update India trip notes – Trump tariffs, the digital boom and data A week spent visiting clients, policymakers and contacts in India underlines that the digital economy is thriving, that there is hope that India will not be hit hard by Trump’s tariffs, and that much... 25th February 2025 · 4 mins read
Asia Economics Update Korea: further easing coming The Bank of Korea today cut interest rates by a further 25bps (to 2.75%) and made clear that further easing is on the way. With growth set to struggle and inflation likely to remain low, we are... 25th February 2025 · 3 mins read
China Economics Update Here’s what China can offer to buy from the US President Trump has signalled that he is open to the possibility of a new trade deal with China, though probably not before tensions rachet up further. This would likely involve China committing to... 25th February 2025 · 6 mins read
China Economics Weekly China Weekly: Private sector support, property prices President Xi's meeting with top tech leaders underscores a shift back to a more constructive attitude toward private firms that has been underway since 2023. Meanwhile, data out this week showed that... 21st February 2025 · 4 mins read
Asia Economics Weekly Singapore’s budget, Trump auto tariffs, BoK to cut Singapore’s budget for the upcoming fiscal year contained a number of giveaways designed to boost support for the government ahead of elections, which must be held by November. In terms of the... 21st February 2025 · 6 mins read
