China Chart Pack China Chart Pack (Sep. 25) Growth has remained broadly stable since the start of the year, despite US tariffs. Still, the economy is weaker than official figures suggest. Fiscal support and exports will continue to be key... 30th September 2025 · 0 mins read
Asia Economic Outlook Soft growth ahead, region to weather tariff threat Asia’s economies look set for further weak growth over the rest of this year and to the end of 2026, as tighter fiscal policy and softer exports outweigh resilient consumption, which is being... 25th September 2025 · 25 mins read
China Economic Outlook Growth weak but stable China’s economy is much weaker than official figures suggest, but growth has held steady this year despite US tariffs. While both exports and fiscal spending will continue to support the economy over... 24th September 2025 · 16 mins read
Asia Economics Update More to strong Asian exports than tariff front-running Strong growth in exports from Asia in the first half of the year has fuelled talk that, with US tariffs now in place, shipments will fall sharply as tariff front-running ends. But we’re not convinced... 19th August 2025 · 6 mins read
APAC Commercial Property Update APAC sentiment trails other regions in Q2 RICS survey The latest RICS survey showed that overall sentiment in Asia-Pacific is weaker than in other regions, but that there is significant variance within the region. Japan and Australia stood out as clear... 1st August 2025 · 3 mins read
China Chart Pack China Chart Pack (Jul. 25) China’s economy slowed in Q2, despite industrial activity holding up well in the face of US tariffs. With US-China ties improving, we don’t think tariffs will be as significant of a drag on growth as... 31st July 2025 · 0 mins read
China Rapid Response Hong Kong GDP (Q2 Preliminary) Note: We are resending this Response due to a technical error. Apologies for any inconvenience caused. Plunge in HIBOR boosting consumption growth Hong Kong’s GDP growth surprised to the upside... 31st July 2025 · 2 mins read
APAC Commercial Property Update HK offices won’t reclaim 2018 peaks over the next decade Hong Kong’s office market has long demonstrated resilience in weathering economic storms, but the current downturn is unlike any cycle since at least the 1990s. Facing simultaneous structural and... 31st July 2025 · 4 mins read
China Economics Weekly China Weekly: Mega-dam won’t power the economy, trade talks resume While the start of work on China's colossal new hydropower project in Tibet sent infrastructure stocks surging this week, construction won't do much to boost the economy. Meanwhile, US-China trade... 25th July 2025 · 7 mins read
Event Asia Drop-In: Hong Kong commercial property – How much more pain ahead? 31st July 2025, 9:00AM BST One of the most striking calls in our new Asia-Pacific commercial property coverage is the scale of the downturn we still expect for Hong Kong, with all-property capital values set to fall by more
China Chart Pack China Chart Pack (June 25) China’s economy slowed in May, with US tariff starting to take a toll on exports. And while consumer spending has picked up recently, that’s largely been driven by temporary subsidies from the... 27th June 2025 · 0 mins read
APAC Commercial Property Outlook Values to fall as region’s markets struggle to recover The outlook for the Asia-Pacific markets is relatively poor. We think higher-for-longer bond yields will limit the pace of recovery in this cycle globally, but this will be compounded by a weak... 27th June 2025 · 20 mins read
Asia Economic Outlook Asia Outlook: Tepid growth for many as tariff threat looms We expect GDP growth across most of Asia to soften in 2025, with many countries likely to record below-consensus growth. The risk of escalating trade tensions remains a key concern, particularly for... 26th June 2025 · 28 mins read
China Economic Outlook China Outlook: Fiscal prop to fade as exports slow Exports would almost certainly have weighed on China’s growth whatever happened this year, but US tariffs – even at their reduced rate – will worsen the drag. Fiscal support has been propping up... 25th June 2025 · 16 mins read
China Economics Update Hong Kong property prices won't recover this decade While sales volumes have picked up since the start of last year, we expect residential property prices in Hong Kong to continue to fall until Fed cuts resume. Even then, given the structural headwinds... 14th May 2025 · 5 mins read
