China Rapid Response Bank Lending & Broad Credit (May.) The net increase in new credit jumped in May, but that just reflects the usual seasonal pattern. Year-on-year growth in aggregate financing to the real economy (AFRE – the PBOC’s preferred measure of... 12th June 2026 · 2 mins read
India Economics Weekly Rupee support measures buy time, but aren’t a solution The combined RBI and government package of measures to support the rupee unveiled last Friday appears to have halted the currency’s slide, but it has failed to trigger a meaningful recovery. A... 12th June 2026 · 3 mins read
Australia & New Zealand Economics Weekly A cooling housing market but the RBA’s job isn’t done Australian consumers remain deeply pessimistic, particularly about the housing market, with house price expectations falling to a three-year low and auction clearance rates continuing to weaken. Even... 12th June 2026 · 5 mins read
Japan Economics Weekly BoJ on track to hike despite Ueda’s absence Following his unexpected hospitalisation, Governor Ueda will miss next week's BoJ meeting. However, with inflation pressures continuing to build, there will almost certainly still be a majority in... 12th June 2026 · 5 mins read
Bank of Japan Watch Pace of tightening set to accelerate BoJ Board members have signalled that they will lift the policy rate next week. And with inflationary pressures set to strengthen, the Bank will probably accelerate its tightening cycle thereafter. We... 10th June 2026 · 7 mins read
China Rapid Response China Consumer & Producer Prices (May 2026) Although cost pressures for Chinese firms picked up further in May, they remain somewhat narrow in scope. Moreover, consumer price inflation is already showing signs of tapering off, and we think it... 10th June 2026 · 2 mins read
Japan Rapid Response Japan Producer Prices (May) The continued strength in producer price inflation makes it all but certain that the Bank of Japan will hike rates at its meeting next week. We also expect the Bank to speed up the pace of policy... 10th June 2026 · 2 mins read
RBA Watch RBA will hold fire for now, but leave its options open The RBA will leave rates on hold at 4.35% at its meeting next Tuesday. With the economy showing signs of cooling, the Bank will likely signal a cautious approach to any further policy adjustment... 9th June 2026 · 7 mins read
Asia Rapid Response Indonesia Emergency Interest Rate Announcement (Jun. 2026) 9th June 2026 · 2 mins read
China Rapid Response China Merchandise Trade (May 2026) Chinese exports gained further momentum in May, led by soaring semiconductor shipments. Meanwhile, the pickup in import growth mostly reflects favourable base effects. 9th June 2026 · 3 mins read
Capital Daily Markets back under pressure, and relief may be uneven Inflation – and central banks’ response to it – may continue to be a thorn in the side of the bond market for a while. But, there’s still limited evidence in markets of runaway inflation expectations... 8th June 2026 · 6 mins read
China Economics Weekly Industrial policy boosting exports… According to a new OECD report, the subsidies that Chinese firms have received over the past two decades explain almost 60% of their gains in global export market share. But, while China's industrial... 5th June 2026 · 7 mins read
India Economics Weekly Growth risks outweighed by inflation and FX concerns The RBI kept the repo rate unchanged at 5.25% today and maintained a “neutral” stance. But the very strong Q1 GDP data (released subsequently), along with rising inflation and continued worries about... 5th June 2026 · 3 mins read
Asia Economics Weekly Inflation high but stabilising (mostly), turmoil in Indonesia May’s inflation data across Asia were mixed but broadly encouraging. While inflation remains well above pre-war levels in most economies, it generally stabilised last month. We expect most central... 5th June 2026 · 4 mins read
India Rapid Response India GDP (Q1 2026) The GDP data for Q1 (Q4 of FY25/26) show that India’s economy continued to grow at a very healthy clip, and more timely indicators point to resilience in the face of the energy shock. There is little... 5th June 2026 · 2 mins read
Event Asia Drop-In: Is Indonesia becoming uninvestable? 9th June 2026, 9:00AM BST Indonesia's recent market turmoil reflects more than a run of disappointing economic data.
