Asia Economics Update Energy shock in Asia: policy choices ahead High energy prices and growing concerns over energy security have already prompted significant policy responses across Asia. Some governments are looking to introduce inflation-suppressing measures... 10th March 2026 · 4 mins read
Asia Economics Update The Iran shock and Asia As net energy importers, most economies in Asia are worse off and facing higher inflation as a result of the attacks on Iran. But oil prices would have to rise much further than they have so far – to... 2nd March 2026 · 5 mins read
APAC Commercial Property Chart Pack APAC Commercial Property Chart Pack (Q1 2026) Asia-Pacific all-property capital value declines eased further in Q4 to minus 0.8% y/y, reinforcing signs that the market is bottoming out. Looking ahead, however, elevated risk-free rates and muted... 26th February 2026 · 1 min read
Asia Economics Update New US tariff regime will rejig Asian electronics trade Trump’s new 15% global tariff rate reduces the tariff burden on most Asian countries, but the biggest winner is China. It still faces a higher tariff than countries elsewhere in the region, but the... 23rd February 2026 · 4 mins read
Global Economics Focus US still tops AI index, but China surges up the rankings We have updated our proprietary AI Economic Impact Index, which ranks major economies according to their ability to realise the long-run benefits of AI. The US still leads. The Asian tigers and UK... 17th February 2026 · 16 mins read
Asia Economics Weekly Singapore’s AI budget, election round-up Singapore’s 2026 budget, which was announced on Thursday, signals a modest fiscal loosening for the coming year. The budget also placed significant emphasis on positioning the economy for the AI... 13th February 2026 · 8 mins read
APAC Commercial Property Update RICS survey shows APAC sentiment on an uptrend The Q4 RICS Commercial Property Survey showed sentiment for Asia-Pacific stayed on an uptrend, though it hasn’t yet turned positive. Mainland China remained a significant drag on the region, while... 10th February 2026 · 3 mins read
APAC Commercial Property Valuation Monitor APAC Commercial Property Valuation Monitor (Q1 2026) Asia-Pacific valuation scores worsened in Q4 as bond yields rose across markets while property yields held flat. As we expect risk-free rates to remain high, all-property valuations are likely to stay... 5th February 2026 · 1 min read
Asia Economics Update MAS to stay on hold despite hawkish tilt Singapore’s central bank kept monetary policy settings unchanged today but adopted a slightly more hawkish tone. While risks to the policy outlook are now skewed modestly towards tighter policy later... 29th January 2026 · 3 mins read
APAC Commercial Property Update Weak total returns continue into 2026 amid tight yield spreads Asia-Pacific property markets have performed largely in line with our mid-2025 forecasts, with investment activity recovering only moderately and returns held back by falling capital values. We expect... 7th January 2026 · 3 mins read
Asia Economic Outlook Solid growth, easing cycles drawing to a close The economic outlook across much of Asia has improved recently, prompting modest upward revisions to our 2026 GDP growth forecasts. Strong demand for AI-related products will continue to lift exports... 15th December 2025 · 25 mins read
APAC Commercial Property Outlook Narrow yield spreads to limit size and speed of the recovery Asia-Pacific property faces a slow, uneven recovery as high risk-free rates and weak growth limit investment demand and therefore, prospects for yield-driven capital gains. Spreads over risk-free... 2nd December 2025 · 18 mins read
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 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
