China Economics Update AI-led chip price surge to lift exports Soaring memory chip prices are boosting the value of China’s semiconductor and downstream electronics exports. With growing AI-related chip demand likely to continue to outstrip supply, prices look... 10th April 2026 · 5 mins read
Asia Economics Update BoK on hold as Middle East risks clouds outlook The Bank of Korea kept its policy rate on hold today at 2.50%, and hinted that it would be in no rush to adjust monetary policy settings anytime soon as it continues to monitor the impact of the... 10th April 2026 · 3 mins read
Japan Economics Weekly Stagflationary impact of energy shock now evident The plunge in consumer confidence coupled with the rather modest rise in import and producer prices last month seems to suggest that the net impact of the energy cost shock will be deflationary. But... 10th April 2026 · 4 mins read
China Rapid Response China Consumer & Producer Prices (Mar. 2026) The Iran War has ended three years of factory-gate deflation in China and pushed CPI inflation to its highest level since early 2023 (after adjusting for Lunar New Year distortions). The big picture... 10th April 2026 · 2 mins read
Climate Economics Update China to benefit from a post-conflict green tech boost The energy shock as a result of the conflict in Iran could provide a boost to the renewable rollout, especially in parts of Asia and Africa where the risks from high fossil fuel prices are greatest... 7th April 2026 · 5 mins read
Asia Economics Update Rebalancing Vietnam’s economy under new leadership Vietnam’s export-led growth model faces a pivotal political moment, with To Lam confirmed today as the country’s next president. His elevation consolidates the Communist Party’s leadership at a time... 7th April 2026 · 3 mins read
China Economics Focus Decoding the 15th Five-Year Plan China’s latest medium-term policy blueprint continues to elevate technological upgrading as the key to both security and growth. It acknowledges some of the negative side effects of industrial policy... 7th April 2026 · 51 mins read
Japan Economics Update Surge in EV sales won’t help Japan’s carmakers much The sales of electric vehicles by Japanese carmakers have skyrocketed in recent months but this offers little protection against the mounting competitive threat from Chinese firms. 7th April 2026 · 4 mins read
India Economics Weekly Rupee on a rollercoaster The RBI couldn't prevent the rupee from sliding to a record low against the US dollar this week, though it did eventually manage to trigger a sharp rebound with stricter controls on FX speculation... 2nd April 2026 · 3 mins read
Asia Economics Weekly Manufacturers hit, Korean outflows, BOK and RBI meetings The March PMIs show that the energy shock appears to be hitting manufacturers in Asia, though it is more evident in higher input prices than in falling activity. Meanwhile, foreign outflows from Korea... 2nd April 2026 · 7 mins read
China Economics Weekly Chinese AI spreading rapidly, both overseas and at home Although Chinese AI models still lag behind their US rivals in raw intelligence, they are nonetheless rapidly gaining global market share by being more cost-effective. And early signs suggest that... 2nd April 2026 · 6 mins read
Bonds Focus The retreat from sovereign bond duration Supply/demand dynamics in long-dated sovereign debt markets are deteriorating, with demand from traditional sources waning and supply remaining strong. And now fiscal support in response to the Iran... 2nd April 2026 · 22 mins read
Global Economics Chart Pack Global Economics Chart pack - Iran Conflict Edition (April 2026) The impact of the surge in energy prices on the global economy will depend on the extent of any disruption to energy flows, which remains highly uncertain. Europe and Asia are more exposed than the US... 2nd April 2026 · 1 min read
Japan Economics Weekly Case for April rate hike strengthening We are sending this Japan Economics Weekly one day earlier than usual because our Singapore office is closed on Good Friday, 3rd April. Hawkish signals by BoJ policymakers coupled with the resilience... 2nd April 2026 · 5 mins read
