Event Commodities Drop-In: China trade data and the commodities demand outlook 7th March 2024, 8:00AM GMT How strong was Chinese commodities demand at the start of 2024? What do official growth and spending targets signal about demand over the coming year? Where will demand be strongest in commodities...
Long Run Economic Outlook AI productivity boom tempered by protectionist threat The AI revolution should deliver substantial productivity gains in the coming decade, particularly in advanced economies. But with working age populations falling in key areas and China’s economy in... 20th February 2024 · 1 hr, 9 mins read
China Rapid Response Policy Rates (Feb.) Today’s 25bp cut to the 5-year LPR is clearly aimed at supporting the housing market. On its own it will not revive new home sales. But coupled with efforts to provide increased credit support to... 20th February 2024 · 3 mins read
Event China Drop-In: Why China’s NPC won’t fix what ails its economy 1709625600 The 2024 National People’s Congress (NPC) will take place against a backdrop of acute concern about the Chinese economic outlook.
Emerging Asia Rapid Response Thailand GDP (Q4) Thailand’s economy contracted in Q4 due to weaker domestic demand. Looking ahead, we expect steady, if unspectacular, growth this year with a further rebound in tourism and strong government spending... 19th February 2024 · 3 mins read
Emerging Asia Economics Weekly BoK on hold, Malaysia Q4 GDP, election roundup The Bank of Korea looks almost certain to leave interest rates unchanged at its meeting on Thursday. Instead, the focus will be on the tone of the statement. We expect the central bank to start... 16th February 2024 · 7 mins read
Emerging Asia Rapid Response Philippines Monetary Policy Announcement 15th February 2024 · 2 mins read
Emerging Asia Rapid Response Singapore GDP (Q4, expenditure breakdown) 15th February 2024 · 2 mins read
Emerging Asia Rapid Response What does Prabowo’s victory mean for Indonesia? 14th February 2024 · 2 mins read
Emerging Asia Economics Update Pakistan: election result bad news for the economy Pakistan’s general election has thrown the country’s political scene into turmoil, with no party emerging with a majority from Thursday’s poll. A hung parliament may complicate the country’s upcoming... 9th February 2024 · 3 mins read
Emerging Asia Economics Weekly Encouraging news on inflation, Indonesia elections The most recent batch of inflation figures for the region paint an encouraging picture. Headline inflation fell again in most countries last month and is now within target nearly everywhere. With... 9th February 2024 · 7 mins read
China Rapid Response Bank Lending & Broad Credit (Jan) There was the usual seasonal surge in net credit in China in January that took new bank lending to a record high. The underlying story is less positive, with loan demand little changed and broader... 9th February 2024 · 2 mins read
China Economics Weekly Year of the Dragon: limited relief from economic woes The upcoming Year of the Dragon will bring some improvements to China’s economy, including an uptick in births, increased fiscal support and a further normalisation in consumer behavior. But with the... 8th February 2024 · 7 mins read
China Rapid Response Consumer & Producer Prices (Jan.) CPI fell deeper into deflationary territory last month. But this was largely due to the usual volatility in food and tourism prices around Chinese New Year. We think consumer price inflation will... 8th February 2024 · 2 mins read
Emerging Asia Economics Focus Indonesia after Jokowi Indonesia has some of the best long-term growth prospects of any economy. Key to whether it realises them is whether Indonesia maintains the progress President Joko Widodo (better known as Jokowi) has... 7th February 2024 · 10 mins read