China Activity Monitor CAP: Financial sector drives a strong expansion Our China Activity Proxy suggests that the economy’s growth picked up in September, bringing Q3 growth in-line with official estimates. While this acceleration was broad-based across sectors, the main... 29th October 2024 · 4 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Oct. 2024) Our measure of capital outflows from EMs has jumped to its highest level since July 2022 amid the recent surge in US Treasury yields and strengthening of the dollar. If Donald Trump wins the US... 29th October 2024 · 2 mins read
Asia Chart Pack Asia Chart Pack (October 2024) 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... 29th October 2024 · 0 mins read
Asia Economics Weekly Korea dodges recession (just), Sri Lanka in deflation The Bank of Korea pushed back strongly against the prospect of further cuts in the near term when it lowered interest rates earlier this month. But the weakness of the Q3 GDP figures underlines that... 25th October 2024 · 7 mins read
China Economics Weekly Date set for fiscal reveal, stock frenzy boosting GDP The details of a widely anticipated fiscal stimulus package are expected to be revealed at the NPC Standing Committee’s next meeting, which has just been scheduled for 4th to 8th November. This... 25th October 2024 · 7 mins read
Capital Daily How big of a threat is Trump to Asian currencies? We suspect Asian currencies would underperform under a Trump presidency, even if they don’t seem to have been affected worse than others by the apparent rise in his chances of winning lately. 25th October 2024 · 4 mins read
India Economics Weekly A shift in India’s geopolitical alignment? It might be tempting to view recent developments - including a breakthrough in talks with China on the disputed Himalayan border and the diplomatic spat with Canada - as signalling that India is... 25th October 2024 · 4 mins read
Japan Economics Weekly Election nailbiter Polls suggest that Japan’s ruling party, the LDP, could lose its Lower House majority on Sunday for the first time since its brief stint out of power ended in 2012. As long as it was still able to... 25th October 2024 · 5 mins read
India Chart Pack India Chart Pack (October 2024) The latest activity data have brought further evidence that India’s economy has entered a softer patch. Coupled with the RBI's change in policy stance in its October meeting, this suggests that... 24th October 2024 · 1 min read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (October 2024) EM GDP growth picked up in Q3, but we expect growth to slow over the coming quarters - despite the recent stimulus announcements in China. The threat of more protectionist trade policy in the US poses... 24th October 2024 · 1 min read
Bank of Japan Watch Bank will hike once more in December The Bank of Japan continues to signal that a rate hike at the upcoming meeting on 31 st October is unlikely. With economic activity and inflation evolving as the Bank had anticipated, we still expect... 24th October 2024 · 8 mins read
Japan Rapid Response Japan Flash PMIs (Oct. 24) The sharp fall in the composite PMI to a 2-year low supports our view that the strong rebound in activity that started in Q2 will be more muted across the second half of the year. Today’s flash... 24th October 2024 · 1 min read
Capital Daily Yen may rebound and weigh on Japanese equities We expect the Japanese yen to bounce back before long, putting more pressure on the Japanese stock market, at least in local currency terms. 23rd October 2024 · 4 mins read
Japan Economics Update Yen could weigh further on the TOPIX We argued last year that the relative strength of Japan’s stock market mostly reflected the weak yen rather than a fundamental transformation of its corporate sector. Developments since then suggest... 23rd October 2024 · 6 mins read
