Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (July 2026) Capital inflows into EMs financial markets – particularly equities – have risen over the past month despite the resumption of conflict in the Middle East. Outflows could return again if the situation... 29th July 2026 · 0 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q2/June 2026) With underlying inflation surprising to the downside in Q2, the RBA is unlikely to feel an urgency to hike rates in the near term. 29th July 2026 · 2 mins read
Capital Daily Are the wheels falling off the AI stock market train? The share prices of some of the global tech giants at the heart of the AI revolution have come under pressure amid a variety of concerns, raising the question of whether the wheels are falling off the... 28th July 2026 · 5 mins read
Asia Chart Pack Asia Chart Pack (July 2026) Our Asia Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Most economies in Asia look set to record solid growth this year, helped by very strong... 28th July 2026 · 0 mins read
FX Markets Focus Korean won and Taiwanese dollar may rally if AI bubble bursts The ongoing AI boom has not translated into stronger currencies in Korea and Taiwan, despite surging semiconductor exports and, notwithstanding the recent selloff, major rallies in their equity... 28th July 2026 · 20 mins read
RBI Watch Inflation and FX concerns make August hike likely In contrast to the majority of analysts who are expecting no change, we think the Reserve Bank of India (RBI) will hike the repo rate by 25bp to 5.50% at the conclusion of next week’s Monetary Policy... 28th July 2026 · 7 mins read
China Activity Monitor CAP: China’s growth steady in Q2, despite Iran war Our China Activity Proxy suggests that growth picked up in June and held steady over Q2. While weak domestic goods demand has dented industry, that has been offset by stronger services sector growth. 27th July 2026 · 1 min read
Capital Daily Central bank meetings and tech earnings in focus Government bond yields have dropped back today after last week’s surge, as oil prices have retreated again amid signs of easing tension in the Middle East. Equities have welcomed the respite, too... 27th July 2026 · 5 mins read
Asia Economics Update MAS tightens policy, further moves unlikely Singapore today unexpectedly tightened monetary policy, but the communications from the central bank suggest that further tightening is unlikely in the near term. Although growth should remain strong... 27th July 2026 · 3 mins read
Asia Rapid Response Bank Indonesia governor exit raises concerns over central bank independence 27th July 2026 · 2 mins read
China Economics Weekly Fiscal spending slows again Government spending has now been contracting for four months, according to data published this week, as local governments appear to be channelling bond proceeds into restructuring off-balance sheet... 24th July 2026 · 6 mins read
India Economics Weekly Cockroaches and bitter pills This week's headlines have been dominated by youth protests in Delhi and President Trump's proposed tariffs on imported generic medicines. But while politically challenging, we doubt that either will... 24th July 2026 · 4 mins read
Asia Economics Weekly New tariffs, Sri Lanka tightening cycle not over US tariffs on Asian economies are entering a new phase following the expiration of the 10% global surcharge under Section 122. This is being replaced with country-specific Section 301 duties, but... 24th July 2026 · 6 mins read
Japan Economics Weekly Fiscal loosening has further to run Our fiscal tracker shows a marked acceleration in public spending since PM Takaichi came to power. While we expect the budget deficit to remain very low this year as spending growth has yet to surpass... 24th July 2026 · 5 mins read
Australia & New Zealand Economics Weekly Strong jobs, higher fuel prices keep rate hike in play June’s employment surge shows that Australia’s labour market remains resilient despite some broader cooling, while the sharp rise in regional fuel benchmarks is likely to push domestic pump prices... 24th July 2026 · 5 mins read
Bank of Japan Watch BoJ will signal further tightening The Bank of Japan will certainly leave interest rates unchanged at its upcoming meeting. With crude oil prices on track to reach their earlier peaks by the time of that meeting, we expect the Bank to... 24th July 2026 · 8 mins read
