Asia Economics Update Malaysia: capitalising on the AI data centre boom Malaysia is emerging as one of the biggest beneficiaries of the global AI boom. Rapid growth in data-centre investment and information-service exports should provide a powerful boost to GDP over the... 19th August 2026 · 3 mins read
Australia & New Zealand Rapid Response Australia Wage Price Index (Q2 26) Wage growth was weaker last quarter than the RBA had expected and supports our view that the Bank is done tightening. 19th August 2026 · 2 mins read
Australia & New Zealand Economics Update Impact of housing tax changes still difficult to detect While there’s a risk that the tax changes announced in the Budget will result in a more pronounced downturn, for now we’re comfortable with our forecast of a 6% peak-to-trough fall in house prices. 19th August 2026 · 3 mins read
Global Economics Focus How to think about the bond market sell-off The recent bond market sell-off appears to reflect investors demanding greater compensation for fiscal, geopolitical and policy uncertainty. We expect this shift to prove relatively persistent. The... 18th August 2026 · 15 mins read
India Chart Pack India Chart Pack (Aug. 2026) The latest activity data suggest that India’s economy is slowing, but we think GDP growth should average 6.5% in 2026-27 – an enviable rate by global standards. Headline inflation nudged up to a 19... 18th August 2026 · 1 min read
China Rapid Response China Activity & Spending (Jul. 2026) After regaining some ground at the end of Q2, China's economy lost momentum again last month. The silver lining is that the boost to manufacturing activity from AI capex continued to build, and that... 17th August 2026 · 2 mins read
Japan Rapid Response Japan GDP (Q2 26 Preliminary) GDP expanded at a decent pace in Q2 and with the government still limiting the pass-through from higher energy prices that should remain the case across the second half of the year. 17th August 2026 · 2 mins read
China Economics Weekly PBOC won’t defer rate cuts indefinitely In its Q2 monetary policy report published earlier this week, the PBOC vowed to make timely adjustments to policy but stopped short of signalling rate cuts. For now, the central bank seems focussed on... 14th August 2026 · 5 mins read
India Economics Weekly Russian oil imports surge, inflation expectations rising The goods trade data for July released this week show that Russia now accounts for more than half of India’s crude oil imports, the highest share on record. But that economic relationship could be... 14th August 2026 · 3 mins read
Asia Economics Weekly Singapore’s AI boom, test for Bank Indonesia GDP figures published this week confirm that Singapore’s economy is booming, with growth being driven by the global AI investment cycle and surging demand for electronics. But the boom is not... 14th August 2026 · 6 mins read
China Rapid Response Bank Lending & Broad Credit (Jul.) Bank loan growth slowed for the 16th consecutive month in July, hitting yet another record low of 5.1% y/y, down from 5.2% in June. Household demand remained particularly weak, with household loan... 14th August 2026 · 2 mins read
Australia & New Zealand Economics Weekly Housing downturn will prevent further RBA tightening With the RBA still sounding hawkish, investors think that another rate hike over the coming months is more likely than not. However, we are reluctant to bet against history as the Bank has rarely... 14th August 2026 · 6 mins read
Japan Economics Weekly Stars are aligning for a September BoJ hike The Bank of Japan’s July Summary of Opinions suggests that the Board is increasingly open to stepping up the pace of tightening. With producer and import-price data pointing to persistent and broad... 14th August 2026 · 6 mins read
India Economics Focus Is India adapting to the AI revolution? Recent job losses in the outsourcing sector have fuelled fears about the negative macro impact of artificial intelligence (AI) on India’s economy. But the services sector as a whole appears to be... 13th August 2026 · 10 mins read
