Asia Economics Update Can Indonesia’s GDP statistics finally be trusted? Indonesia’s Q3 GDP data show that economic growth picked up to 5.5% y/y and signs that the statistics office has stopped smoothing the data have partly restored our faith in the official figures. But... 5th November 2026 · 3 mins read
India Economics Update New services index will aid policymaking over time India’s new Index of Services Production has some notable limitations including a short back series and a lack of coverage in key areas such as health, education and defence. But it is another... 5th November 2026 · 3 mins read
Asia Economics Update Solid external position a buffer for the rupiah, for now Indonesia has a relatively solid external position, with the current account deficit still small and foreign exchange reserves comfortably covering the country’s short-term external financing needs... 4th November 2026 · 3 mins read
Asia Economics Update Korea’s car industry braces for China Shock 2.0 Korea’s car industry has weathered competition from China relatively well so far, but this resilience may not last as global demand shifts towards electric vehicles (EVs). This poses a growing risk to... 3rd November 2026 · 3 mins read
China Rapid Response Hong Kong GDP (Q3 Preliminary) Hong Kong's economy expanded by 5.2% y/y in Q3, up from 4.2% in Q2 and well above market expectations. In seasonally adjusted q/q terms, growth accelerated to a brisk 1.9%, reversing the previous... 3rd November 2026 · 2 mins read
Capital Daily The bond market’s troubles may be drawing to a close We continue to think that less-hawkish-than-expected monetary policy and the bursting AI bubble will give bonds a further boost over time. 2nd November 2026 · 5 mins read
China Rapid Response China PMIs (Oct. 2026) The PMIs suggest that China’s economy activity lost momentum in October following September’s pick-up. Manufacturing softened a touch, but foreign demand still looks resilient. More worrying was the... 2nd November 2026 (Updated 4th November 2026) · 2 mins read
China Economics Update PBOC’s policy shift doesn’t signal monetary easing The PBOC’s shift to an overnight policy rate target will give the central bank better control over short-term funding costs and marks another step towards a more conventional operating framework. But... 30th October 2026 · 3 mins read
Asia Chart Pack Asia Chart Pack (October 2026) Most economies in Asia are on course to record solid growth over the next few quarters, as strong demand for AI-related products helps offset the drag from high energy prices. Many central banks have... 30th October 2026 · 1 min read
Asia Economics Weekly Why is Korea lagging behind Taiwan? Korea and Taiwan both recorded strong export-led growth in the third quarter, but Taiwan significantly outperformed, with GDP expanding by 14.4% y/y against 3.4% in Korea. This largely reflects Taiwan... 30th October 2026 · 6 mins read
India Economics Weekly Jio’s blockbuster IPO highlights India’s digital boom Jio Platform’s stunning IPO this week serves as a reminder of how rapidly India’s digital economy has expanded over the past decade. Affordable mobile internet has brought hundreds of millions of... 30th October 2026 · 3 mins read
Japan Economics Update BoJ will resume tightening cycle in December The Bank of Japan delivered no surprises when it kept its policy rate unchanged today and declared victory in its quest to lift inflation towards its 2% target. We expect the next rate hike to come in... 30th October 2026 · 3 mins read
China Economics Weekly A worrying shift in corporate loan demand On the surface, bank loans to corporates are still growing at a healthy clip, with weaker lending for property development and infrastructure largely offset by stronger lending elsewhere. But a... 30th October 2026 · 6 mins read
