Asia Chart Pack Asia Chart Pack (September 2026) Our Asia Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Most economies in Asia are on course to record solid growth this year, helped by strong... 28th September 2026 · 0 mins read
Asset Allocation Update Poor returns from China’s assets are structural, not cyclical Despite China’s apparently robust economic growth over the past decade, the returns from its stock market have been poor and its bond yields are very low. We think the next decade will be similarly... 28th September 2026 · 4 mins read
China Chart Pack China Chart Pack (Sep. 2026) Our China Activity Proxy suggests that growth slowed further to just 1.3% y/y in August. This reflects lingering typhoon disruptions and continued weakness in fiscal spending, with local governments... 28th September 2026 · 1 min read
China Economics Weekly President Xi’s US visit: Little beyond a short reprieve The lack of any tangible outcomes from the Trump-Xi summit, beyond a shorter-than-expected extension of the current trade truce, highlights the deep distrust between the two sides. While more... 25th September 2026 · 5 mins read
Asia Economics Weekly Rupiah and rate hikes, Singapore inflation rises again Bank Indonesia eft interest rates on hold at 5.75% for a third consecutive meeting on Wednesday but recent experience suggests that further sharp falls in the rupiah in the coming weeks would push the... 25th September 2026 · 5 mins read
China Economic Outlook Near-term relief but headwinds remain Stronger fiscal spending should lift growth over the final months of the year. But we expect growth to slow further over the medium term. 25th September 2026 · 16 mins read
India Economics Weekly Power struggles Coal stocks at India’s power plants have plummeted in recent months as strong electricity demand and monsoon disruption have squeezed supplies. This poses a downside risk to growth and an upside risk... 25th September 2026 · 3 mins read
Capital Daily Two points for markets on the US-China trade talks We think the contentious US-China trade negotiations are much more important for Chinese equities than US ones. Meanwhile, the current backdrop favours a further renminbi rally. 25th September 2026 · 4 mins read
Japan Economics Weekly Japan can sustain a 10-year JGB yield above 3% The rise in the 10-year JGB yield to more than 3% this week is concerning as that benchmark is now higher than our long run forecast for Japan’s nominal GDP growth. However, for now we aren’t overly... 25th September 2026 · 5 mins read
Capital Daily We doubt the rout in JGBs will deepen While JGBs have been caught up in the latest chapter of the global bond market rout, we don’t expect them to continue to come under a lot of fire. 24th September 2026 · 4 mins read
Global Economics Update How China’s export surge has influenced DM inflation China’s influence on headline inflation in advanced economies has been much smaller than is often assumed, given the dominant weight of services in consumer spending. But its surging exports have had... 24th September 2026 · 5 mins read
China Activity Monitor CAP: Growth slump deepens Our China Activity Proxy suggests that growth remained in the doldrums in August amid a contractionary fiscal stance and continued typhoon disruptions. Growth should recover soon as fiscal spending... 24th September 2026 · 2 mins read
Commodities Update China’s appetite for oil has reached a fork in the road With the conflict in the Middle East constraining OPEC’s influence on oil supply, changes in Chinese oil demand have become the “swing” factor in the global oil market. China probably could cut back... 24th September 2026 · 5 mins read
Asia Rapid Response Indonesia Interest Rate Announcement (Sep. 2026) Bank Indonesia left its policy rate on hold at 5.75% today and, so long as the recent falls in the rupiah don’t morph into a sharp sell-off, we think interest rates will be left unchanged over the... 23rd September 2026 · 2 mins read
India Chart Pack India Chart Pack (Sep. 2026) After a very strong first half of the year, India’s economy is set to cool but annual GDP growth should still average an impressive 7% from 2026-2028. Rising food prices on account of a weak monsoon... 22nd September 2026 · 1 min read
Climate Economics Update Countering China Shock 2.0 will carry a climate cost China’s ability to produce and export green technologies at a low cost is a key driver of renewable and electric vehicle rollouts, including in the EU. As a result, efforts to now de-risk from China... 22nd September 2026 · 5 mins read
