APAC Commercial Property Chart Pack APAC Commercial Property Chart Pack (Q4 2025) Asia-Pacific all-property capital value declines slowed further with Q3 down just 1.1% y/y. Yet we expect the recovery to be modest, constrained by high risk-free rates and limited rental growth... 18th November 2025 · 1 min read
Asia Economics Weekly BoK minutes, Malaysia Q3 GDP, Korean defence boost The Bank of Korea’s latest minutes show the central bank has become more upbeat on the near-term growth outlook and more concerned about rising property prices in Seoul. This reinforces our view that... 14th November 2025 · 7 mins read
Asia Economics Update Are cheap imports from China lowering Asian inflation? We aren’t convinced that cheaper imports from China had much to do with the recent sharp fall in inflation in the rest of Asia. While we expect inflation to remain soft next year, that reflects our... 11th November 2025 · 4 mins read
APAC Commercial Property Valuation Monitor APAC Commercial Property Valuation Monitor (Q4 2025) Asia-Pacific valuation scores were unchanged in Q3, as property and bond yields saw little movement. While most markets are now fairly valued according to our scores, we expect high risk-free rates to... 7th November 2025 · 1 min read
Capital Daily Waning enthusiasm for AI would weigh on Asian stock markets If today’s respite in stock markets doesn’t last, some tech-heavy ones in Asia would be particularly vulnerable to a deeper AI-related pull-back judging by their performance overnight. 5th November 2025 · 4 mins read
Asia Economics Update Asia Manufacturing PMIs, Korea Trade (October) The October PMI readings for most countries in Asia remained consistent with weak manufacturing activity. We expect economic growth in the region to soften in the near term and, with inflation likely... 3rd November 2025 · 3 mins read
Asia Chart Pack Asia Chart Pack (October 2025) Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments. With growth likely to soften in the coming months and inflation subdued, further interest rate cuts... 31st October 2025 · 0 mins read
Asia Economics Weekly Key takeaways from Trump’s visit, new Korea forecasts US President Donald Trump’s visit to Asia this week led to the signing of several trade deals that should, at the margin, lend modest support to regional economic growth. This may, in turn, strengthen... 31st October 2025 · 8 mins read
Asia Economics Update Korea strikes trade deal with the US South Korea has finalised a trade deal with the US which, based on the details released so far (from the Korean side), appears relatively favourable, with auto tariffs set to be lowered and pledges of... 29th October 2025 · 3 mins read
Asia Rapid Response Korea GDP (Q3 2025, adv) Korea’s economy accelerated sharply in Q3 and, with the bank still worried about overheating in the property market, today’s strong data make a November rate cut even less likely. 27th October 2025 · 2 mins read
Asia Economics Weekly Taiwan’s booming economy, Korea and Indonesia rates Q3 GDP data due to be released next week are likely to show that Taiwan’s economy recorded another quarter of rapid growth and there are reasons to think that this strength will last a while longer... 24th October 2025 · 7 mins read
Asia Economics Update BoK easing cycle on pause, for now The Bank of Korea kept rates on hold today and cited financial stability risks as a key constraint on further easing. But we think those concerns are overdone and the bank retained its easing bias so... 23rd October 2025 · 3 mins read
Asia Rapid Response Korea Policy Rate (Oct. 2025) The Bank of Korea left its policy rate unchanged today at 2.50%, but we doubt this marks the end of its easing cycle. 23rd October 2025 · 1 min read
Asia Economics Weekly Spillovers from rising US-China tensions, BI and BoK to cut US–China tensions have flared up again, with Trump’s threat of 100% tariffs on Chinese imports reinforcing the ongoing shift of US demand and production away from China. India’s position has been... 17th October 2025 · 6 mins read
Asia Economics Weekly Korea defence spending boost, Thailand stimulus South Korea this week confirmed plans to lift defence spending by 8.2% in 2026, the sharpest rise in nearly 20 years, as US pressure pushes allies to shoulder more of their own security burden. Korea... 3rd October 2025 · 7 mins read
India Economics Update Asia Manufacturing PMIs (September) The September PMI readings for most countries in Asia remained weak and we continue to expect manufacturing activity in the region to struggle in the near term. With growth set to soften and inflation... 1st October 2025 · 2 mins read
