Asia Data Response Korea Trade (Jul.) Korea’s trade data suggest that a meaningful recovery in the external environment remained elusive at the start to the second half of the year, with weakness in the technology sector and slowing... 1st August 2019 · 2 mins read
China Data Response Hong Kong GDP (Q2 preliminary) Hong Kong’s economy lost momentum last quarter. Slower trade flows are more to blame for this than the recent protests, adding to downbeat signs on the health of the global economy. 31st July 2019 · 3 mins read
Australia & New Zealand Chart Pack Falling profitability to weigh on investment The slowdown in domestic economic activity along with global trade tensions is becoming more of a concern for businesses in both countries. That means that sentiment has not been bolstered by the... 30th July 2019 · 10 mins read
Global Trade Monitor Global trade growth set to stabilise at subdued rate May’s small rise in world trade volumes added to evidence that trade growth may have begun to stabilise following the slump that began in Q4 last year. But we see little sign of a recovery coming any... 26th July 2019 · 6 mins read
Japan Economics Weekly Koreans boycott Japan, constitutional reform in doubt The economic impact of the Japan-Korea trade dispute is broadening as many South Koreans start to boycott Japan as a holiday destination. Booking of trips to Japan have halved and cancellations of... 26th July 2019 · 6 mins read
India Economics Update Back to the future for FDI policy Measures announced during this month’s union budget to ease restrictions on foreign direct investment into India should help to assuage concerns that policymakers have embraced a more insular view on... 24th July 2019 · 3 mins read
Australia & New Zealand Economics Weekly Outlook for gas sector challenging The US may overtake Australia and Qatar to become the world’s largest exporter of LNG by 2024 as production costs in the US are lower than in Australia. For now, that’s not too big a concern as the... 19th July 2019 · 4 mins read
Japan Economics Weekly Shunto suggests wage growth is stagnating This year’s spring wage negotiations resulted in pay hikes that aren’t any stronger than those agreed upon a year ago. That’s rather disappointing given how tight the labour market is. Meanwhile... 19th July 2019 · 4 mins read
Emerging Markets Trade Monitor Positive newsflow on EM trade unlikely to last The US-China trade war truce, coming alongside Mercosur countries and Vietnam securing trade deals with the EU, has eased some of the worst fears about protectionism. But it’s far from certain that... 18th July 2019 · 8 mins read
Japan Data Response External Trade (Jun.) The sharp narrowing of the trade deficit in June isn’t indicative of developments in trade volumes across the second quarter as import volumes outpaced export volumes. We expect the resulting drag... 18th July 2019 · 2 mins read
India Economics Update Trade deficit to remain in check India’s merchandise trade deficit narrowed for the first time in five months in June. Looking ahead, a limited exposure to a more protectionist US, as well as low oil prices, will help to keep the... 16th July 2019 · 2 mins read
Japan Economics Update What do nuclear restarts mean for Japan? Japan’s government will probably expand the number of operating nuclear reactors from nine now to 17 by 2030. While the impact on the trade balance will be tiny, electricity prices may fall... 15th July 2019 · 2 mins read
China Data Response Trade (Jun.) Exports declined last month as a result of the step-up in US tariffs in May and waning global demand. Imports also weakened on the back of a renewed domestic slowdown. 12th July 2019 · 2 mins read
UK Data Response Monthly GDP & Trade (May) Despite the rebound in monthly GDP in May, the economy may have contracted in Q2 as a whole. But it’s going to be close and we doubt we’re heading for a recession as GDP will probably rise in Q3... 10th July 2019 · 3 mins read
Australia & New Zealand Economic Outlook Aggressive easing heralds end of housing downturn Australia’s housing downturn will probably come to an end towards the end of the year. That means that the drag from falling housing wealth on consumer spending will subside. It also means that... 10th July 2019 · 22 mins read
Japan Economics Update Will the conflict with Korea harm the economy? We suspect that the current tensions between Korea and Japan will subside after the Upper House elections. Even if Korean consumers decided to boycott Japanese products, the impact on Japan’s economy... 8th July 2019 · 3 mins read
