India Economics Weekly India Weekly: All eyes on Trump-Putin meeting, a Diwali GST gift The meeting between Presidents Trump and Putin in Alaska later today could pave the way to a reduction in India's US tariff rate. Meanwhile, PM Modi struck a defiant tone regarding the tariff threat... 15th August 2025 · 4 mins read
Capital Daily What could end the yen’s puzzling weakness? We still think the Japanese yen will stage a sustained rally against the US dollar. 15th August 2025 · 3 mins read
Japan Economics Weekly Japan Weekly: BoJ will welcome resilience of Japan’s economy While faster productivity growth makes it easier for firms to absorb stronger wage growth, the Bank of Japan will welcome the resilience of consumer spending and business investment since Liberation... 15th August 2025 · 6 mins read
China Rapid Response China Activity & Spending (Jul. 2025) Q3 started on a weak note, with a broad-based slowdown across key indicators. Given cooling exports and a lack of additional policy support, we think the outlook for the rest of the year remains... 15th August 2025 · 3 mins read
Japan Rapid Response Japan GDP (Q2 25 Preliminary) GDP growth rebounded more strongly last quarter than most had anticipated but we still expect a renewed slowdown over the coming quarters. 15th August 2025 · 2 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (Aug. 2025) Our View: The Q2 GDP figures out so far point to robust growth across much of the emerging world, but we think growth will soften over the second half of the year. While growth across much of Asia... 14th August 2025 · 1 min read
Equities Update Can India’s stock market withstand the tariff storm? The threat to India’s stock market from US tariffs is sizeable, and we suspect that it could fall a lot further if they are implemented as currently proposed. And in fact, we think there are enough... 14th August 2025 · 4 mins read
Global Commercial Property Update Global CRE needs a reset for real recovery to take hold With interest rates staying high and closed-end funds already sitting on a large volume of investors’ capital, global real estate fundraising looks set to stay in the doldrums. We think the sector... 13th August 2025 · 5 mins read
China Rapid Response China Bank Lending & Broad Credit (Jul.) There was a small pick-up in overall credit growth in China’s economy in July, as a result of a further surge in government borrowing. But bank loan growth has continued to slow, suggesting that... 13th August 2025 · 2 mins read
Capital Daily Recovery in China’s equities may not be over yet The near-term outlook for China’s equities could be quite positive, despite the apparent headwinds. 13th August 2025 · 3 mins read
Asia Economics Update The Philippines: Marcos Jr.’s mid-term scorecard Three years into his six-year term, President Ferdinand Marcos Jr. of the Philippines has passed key reforms to improve the country’s business environment and infrastructure. However, worries about... 12th August 2025 · 3 mins read
India Rapid Response India Consumer Prices (Jul. 2025) The larger-than-expected fall in India’s headline inflation rate in July, to an eight-year low, raises the prospect of the RBI cutting interest rates further this year. But with inflation set to... 12th August 2025 · 2 mins read
China Economics Update China’s deflation problem isn’t going away Hopes that recent data show China starting to emerge from deflation are likely to be disappointed. The recovery in core goods inflation last month mostly reflects the impact of government subsidies... 11th August 2025 · 3 mins read
Commodities Update Weak Chinese LNG imports to loosen overall market Weak Chinese LNG demand has been a striking feature of the LNG market in 2025, and we suspect demand will remain soft into next year. Given China is the world’s largest buyer of LNG, weaker Chinese... 11th August 2025 · 3 mins read
China Economics Weekly “Semiconductor” tariffs threaten more than just chips Trump's plan to impose tariffs on semiconductors and pharmaceuticals isn't a big threat at face value – chips and pharma only make up a small fraction of China's exports to the US. But there is a risk... 8th August 2025 · 8 mins read
