China Economics Update Asset bubbles to be China’s biggest concern in year ahead China’s loan-fuelled stimulus has returned the economy to rapid growth. The key challenge now is sustaining the rebound without inflating asset price bubbles. 22nd October 2009 · 1 min read
Japan Economics Update Japanese exports jump despite strong yen Looking beyond the headline year-on-year figures, Japan’s export volumes jumped again in the third quarter. The strength of the yen is not an insurmountable hurdle as long as global demand is... 22nd October 2009 · 1 min read
Europe Commercial Property Update Should Prague and Warsaw office yields be more differentiated? Investors seem to have taken a broad-brush approach to pricing Prague and Warsaw office markets in recent years. Should there be more differentiation in pricing between these markets? We think that... 22nd October 2009 · 1 min read
UK Economics Chart Pack Mixed messages on high street spending (Oct 09) Although the various measures of retail sales gave conflicting messages about the strength of high street spending in September, conditions off the high street have unambiguously improved. And in the... 22nd October 2009 · 1 min read
Asia Economics Update Japanese exports jump despite strong yen Looking beyond the headline year-on-year figures, Japan’s export volumes jumped again in the third quarter. The strength of the yen is not an insurmountable hurdle as long as global demand is... 22nd October 2009 · 1 min read
Europe Economics Update Swedish Riksbank in no hurry to raise interest rates The Swedish Riksbank’s latest economic forecasts suggest that a tightening in monetary policy remains a long way off. This supports our view that interest rates are unlikely to rise as quickly or as... 22nd October 2009 · 1 min read
Global Economic Outlook Long hard slog (Q4 09) The global recession has ended and we expect the recovery to look impressive in many economies - notably the US, China and Japan - over the next few quarters. The upswing is driven by a mix of factors... 22nd October 2009 · 1 min read
Asia Chart Pack China returned to rapid growth in Q3 (Oct 09) Nearly a year after exports collapsed, China’s economy is once again expanding at a frenetic pace. There are medium term risks in the form of industrial overcapacity, weaker banks and the threat that... 22nd October 2009 · 1 min read
Asia Chart Pack Other countries soon to follow Australia and lift rates (Oct 09) Economic upswings across the region have remained strong and, although inflation pressures remain generally low, asset price concerns are climbing and the need to keep policy rates at super-loose... 21st October 2009 · 1 min read
Global Markets Update Return to gradual renminbi appreciation A shift in rhetoric from China’s government suggests that a change in monetary and currency policy may not be far behind. But when it comes, the change will be gradual. In particular, the renminbi... 21st October 2009 · 1 min read
Europe Economics Update Who will cope best with the strong euro? With global demand recovering pretty strongly, for at least a few quarters, the ongoing rise of the euro is unlikely to halt the external sector revival in its tracks. Nonetheless, we expect exporters... 21st October 2009 · 1 min read
Emerging Europe Economics Update Will Turkey be next to tax capital inflows? 21st October 2009 · 1 min read
