Event Asia Drop-In: Is Indonesia becoming uninvestable? 9th June 2026, 9:00AM BST Indonesia's recent market turmoil reflects more than a run of disappointing economic data. Investors are becoming increasingly concerned about the direction of policymaking, amid pressure on Bank...
India Economics Update RBI keeps rates on hold, but hikes will materialise soon The Reserve Bank of India (RBI) kept the repo rate unchanged at 5.25% today as it continues to “closely monitor developments” in the Middle East. But it is clear that rupee weakness remains a concern... 5th June 2026 · 3 mins read
Japan Economics Weekly Japan edges closer to policy normalisation BoJ Governor Ueda strongly hinted this week that a rate hike is imminent, with policymakers growing concerned about falling behind the inflation curve. With wage growth remaining historically strong... 5th June 2026 · 4 mins read
Japan Rapid Response Japan Labour Cash Earnings (Apr. 2026) The continued strength in wage growth gives the Bank of Japan the green light to resume its tightening cycle at its meeting on 16 th June. 5th June 2026 · 2 mins read
Asia Economics Update Indonesia: investors lose faith as Prabowo doubles down The latest sharp falls in Indonesia’s financial markets reflect growing concerns that President Prabowo is doubling down on his populist and interventionist approach to policymaking. The central bank... 4th June 2026 · 4 mins read
Asia Economics Update Korea’s booming chip exports mask vulnerabilities Korea’s economy is riding an extraordinary wave of global demand for its AI-related exports and, despite the drag from higher energy prices, we have raised our growth forecasts for this year. But the... 4th June 2026 · 3 mins read
Capital Daily BoJ hikes not a threat to the global bond rally It’s increasingly clear the Bank of Japan will resume its hiking cycle this month; on its own we don’t think that’s a big threat to global bond markets even if the central bank ultimately moves more... 4th June 2026 · 4 mins read
Capital Daily Good times still on the way for China’s equities We still think China’s equities will benefit from the AI boom and fare well over the rest of the year, but their poor profitability is a growing challenge. 3rd June 2026 · 4 mins read
China Rapid Response China PMIs (May 2026) The PMIs suggest that China’s economy accelerated in May, with the import price shock from the Iran war moderating, external demand holding up well and AI-related spending boosting services activity. 3rd June 2026 · 3 mins read
India Economics Update Which states have the brightest manufacturing prospects? Recent free-trade deals are likely to reinforce rather than reshape the hierarchy of manufacturing ambitions in India. Gujarat and Tamil Nadu remain the states with the strongest medium-term growth... 2nd June 2026 · 3 mins read
Emerging Markets Economics Update EM industry holding up, price pressures remain strong The EM manufacturing PMI for May suggests that industrial activity remains relatively robust amid the ongoing energy price shock, particularly in Asia where the impact has been offset by booming... 1st June 2026 · 2 mins read
China Chart Pack China Chart Pack (May 26) Our China Activity Proxy suggests that China’s economy slowed a touch in April. That was entirely driven by weaker domestic demand – China’s exports continued to rise on the back of strong global... 29th May 2026 · 0 mins read
Asia Economics Weekly BoK’s tightening cycle to be gradual, Taiwan boom continues Although the Bank of Korea struck a hawkish tone yesterday, today’s weak activity data and the challenging outlook for domestic demand suggest that any tightening cycle is likely to be gradual... 29th May 2026 · 5 mins read
China Economics Weekly Iran war and AI boom lift industrial profits Growth in China’s industrial profits accelerated in April, with firms benefitting from higher output prices while mitigating the impact of higher input costs by tapping inventories. The sectors that... 29th May 2026 · 5 mins read
India Economics Weekly More pump price rises, RBI meeting, Q1 GDP Having not risen for the best part of four years, pump prices in India have now been hiked four times in the past two weeks, with both petrol and diesel prices now around 8% higher than they were at... 29th May 2026 · 3 mins read
