China Economics Weekly China Weekly: China’s 10-year yields to fall below Japan’s We expect Chinese 10-year government bond yields to fall below 10-year Japanese government bond yields this year, for the first time since Chinese bond prices became market determined. While this... 21st March 2025 · 4 mins read
Climate Economics Update Tariff-front running boost to China green exports fades China’s exports of the “New Three” technologies fell in early 2025 as the boost from front-running tariffs in the US appeared to fade. With tariffs only likely to climb and the adoption of clean... 21st March 2025 · 2 mins read
India Economics Weekly India Weekly: Equities regain some poise, less protectionist trade policy India's benchmark Sensex equity index has just had its best week in almost three years, but the big picture is that the market is still down 11% from its peak and we don't think this is the start of a... 21st March 2025 · 3 mins read
Asia Economics Weekly Korea: dovish central bank as political turmoil continues The Bank of Korea’s latest minutes highlight growing concern over the economy. Given the deteriorating outlook, we expect the BoK to cut rates by a further 75bps this year, a more dovish stance than... 21st March 2025 · 5 mins read
Japan Economics Weekly Japan Weekly: Tariff front-running will be followed by export slump The recent strength in export volumes seems to reflect efforts to front-run US tariffs. While that is providing a boost to activity now, it will only magnify the hit to exports once those tariffs are... 21st March 2025 · 4 mins read
India Economics Update Is India turning less protectionist? India has long had a relatively protectionist trade policy but, driven in part by the reciprocal tariff threat from the US, there appears to be a slight shift in approach from policymakers. Import... 20th March 2025 · 5 mins read
Emerging Markets Economics Update Turmoil in a few EMs not a sign of widespread risks The financial market sell-offs in Indonesia, Turkey and Colombia this week are, in part, a reflection of concerns about strained balance sheets. We think that vulnerabilities in some frontier markets... 20th March 2025 · 3 mins read
India Chart Pack India Chart Pack (March 2025) India’s economy is emerging from its recent soft patch. Headline CPI inflation should remain close to the RBI’s 4% target over the coming months, enabling the central bank to continue easing monetary... 20th March 2025 · 1 min read
Latin America Economics Focus Mapping China’s presence in Latin America China’s presence in Latin America is increasingly seen as a strategic threat by the US. This Focus uses interactive charts to map out economic, financial and institutional linkages between China and... 19th March 2025 · 3 mins read
Japan Economics Update Bank of Japan will lift rates to 1.5% by 2027 With the Bank of Japan sounding a bit more worried about downside risks to activity from US tariffs than about upside risks to inflation, we’re pushing back our forecast for the next rate hike from... 19th March 2025 · 3 mins read
China Economics Update Overcapacity to keep China in deflation Deflation has reared its head again in China, underscoring the problem of persistent supply and demand imbalances. The limited extra support for consumption outlined at the National People’s Congress... 18th March 2025 · 5 mins read
Asia Economics Update Indonesia: equity plunge underscores policy concerns The sharp fall in Indonesia’s stock market today seems to reflect growing worries about the direction of fiscal policy and the state’s role in the economy under President Prabowo Subianto, which could... 18th March 2025 · 3 mins read
