India Rapid Response India Consumer Prices (Oct. 25) India’s headline consumer price inflation fell to a near 26-year low in October and with inflation set to remain well below the 4% target over the coming quarters, we continue to expect the RBI to... 12th November 2025 · 2 mins read
Asia Economics Update Are cheap imports from China lowering Asian inflation? We aren’t convinced that cheaper imports from China had much to do with the recent sharp fall in inflation in the rest of Asia. While we expect inflation to remain soft next year, that reflects our... 11th November 2025 · 4 mins read
Japan Economics Update Car industry still set to lose importance Japanese carmakers are rapidly losing global market share as the country’s vehicle industry is a laggard in the rollout of electric vehicles. While the industry’s share of GDP has held up well in... 11th November 2025 · 3 mins read
China Economics Update Gold prices masking continued deflationary pressure Headline CPI inflation returned to positive territory last month, with core inflation climbing to a three-year high. But these gains largely reflect temporary factors, most notably higher gold prices... 10th November 2025 · 3 mins read
Commodities Weekly Easing pain for US grains; is OPEC+ changing its tune again? Although China announced the resumption of its purchases of US wheat this week, we doubt that this will be enough to buck the downwards trend in wheat prices. Meanwhile, OPEC+’s decision to pause any... 7th November 2025 · 4 mins read
China Economics Weekly Lower growth targets, more barriers to foreign chips China’s leadership appears to be quietly de-emphasizing a target to double the size of the country’s economy between 2020 and 2035, focusing instead on a slightly less ambitious per capita goal that... 7th November 2025 · 8 mins read
Asia Economics Weekly Vietnam’s export boom The Malaysian ringgit has extended its gains against the US dollar and is now Asia’s best-performing currency this year, supported by stronger-than-expected data and a central bank keen to hold rates... 7th November 2025 · 4 mins read
Asia Economics Update Philippines: corruption scandal weighing on growth The latest data confirm that the corruption scandal is having a severe impact on the Philippines economy, increasing the chances of the central bank cutting rates at its next meeting in December. 7th November 2025 · 2 mins read
India Economics Weekly Equity market underperformance has further to run Foreign investors returned as net buyers of Indian equities over the past month. But we doubt this marks the start of a sustained or broad-based recovery in confidence toward India’s equity market... 7th November 2025 · 4 mins read
China Rapid Response China Merchandise Trade (Oct. 2025) Headline export growth slowed sharply last month. US tariffs remained a drag, but the latest slowdown was led by shipments to other markets, suggesting that the renminbi's recent trade-weighted... 7th November 2025 · 3 mins read
APAC Commercial Property Valuation Monitor APAC Commercial Property Valuation Monitor (Q4 2025) Asia-Pacific valuation scores were unchanged in Q3, as property and bond yields saw little movement. While most markets are now fairly valued according to our scores, we expect high risk-free rates to... 7th November 2025 · 1 min read
Japan Economics Weekly Better rice harvest won’t result in price plunge The renewed jump in rice prices in recent months probably reflects the depletion of inventories ahead of this year’s harvest. If rice output picks up as strongly as the government is anticipating... 7th November 2025 · 3 mins read
Asia Rapid Response Malaysia: Monetary Policy Meeting (November 2025) 6th November 2025 · 2 mins read
Japan Chart Pack Japan Chart Pack (Nov. 25) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. GDP growth will slow from its current above-trend rate to a more sustainable pace. However, with... 6th November 2025 · 1 min read
Japan Rapid Response Japan Labour Cash Earnings (Sep. 2025) Although wage growth picked up a notch in September, regular earnings growth remained lacklustre. That said, if we’re right that next year’s spring wage negotiations will result in a strong lift in... 6th November 2025 · 2 mins read
