China Economics Weekly US-China AI gap widens again The release of several new US models this week has pushed Chinese AI further away from the frontier. US AI labs appear to be eroding China's cost advantage too. But it is too soon to conclude that... 4th September 2026 · 6 mins read
Asia Economics Update How should Asian central banks respond to the AI boom? Growth in several Asian economies is running well above previous estimates of trend, driven by a surge in demand for semiconductors and other AI-related products. Yet inflationary pressures remain... 2nd September 2026 · 3 mins read
Capital Daily Flattening yield curves, CAPE nears dotcom extremes We don’t expect lasting relief for short-dated Treasuries, although we expect those in Europe to fare better over time. Meanwhile, our base case remains that the equity market has further to rise... 31st August 2026 · 5 mins read
Middle East & North Africa Economics Weekly Egypt at centre of US-China AI tussle, Iran-Oman deal Egypt's decision over whether to have the US or China build a data centre could have ramifications for the country’s broader ties with the two superpowers and provide a framework for other EMs facing... 27th August 2026 · 5 mins read
Capital Daily Concentrated earnings probably mean concentrated returns Although S&P 500 earnings have become even more dominated by a handful of companies, that hasn’t consistently translated into larger companies outperforming smaller ones lately. We expect big-tech... 27th August 2026 · 3 mins read
Capital Daily More bond pressure, more AI wobbles We don’t think it’s time to panic about long-dated government bonds, even though the headwinds they face are gathering strength. 24th August 2026 · 5 mins read
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
Bonds Update What to make of hyperscalers’ rising debt levels While most US hyperscalers have ample capacity to take on additional debt to fund their AI-related capex, financing constraints are slowly appearing for the less financially robust parts of the AI... 17th August 2026 · 4 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
Event Asia Drop-In: India and the AI economy – what the consensus is missing 26th August 2026, 9:00AM BST AI is widely considered a threat to India because of the economy's reliance on call centres and BPO. But that consensus is missing how AI is driving changes within the economy.
Event Asia Drop-In: The Bank of Korea – AI boom vs domestic weakness 27th August 2026, 9:00AM BST The Bank of Korea faces a tricky balancing act. The AI boom is powering chip production and tech exports, but domestic demand remains subdued.
Asia Economics Update The Philippines – on the wrong side of the AI boom The Philippines risks falling behind in the AI revolution. Unlike much of the rest of the region, it is neither benefiting significantly from the surge in AI-related electronics exports nor well... 12th August 2026 · 3 mins read
China Economics Weekly US import bans are a double-edged sword The US is considering banning imports of Chinese optical transceivers, according to a Reuters report published this week. While a transceiver ban alone wouldn't do much to dent exports, the risk for... 7th August 2026 · 6 mins read
Global Commercial Property Update AI will boost office demand in tech hubs as long as the bubble lasts We expect AI firms to drive office demand in key tech hubs as they expand and compete for top talent, although this exposure heightens the downside risk for the least diversified tech markets if we... 6th August 2026 · 6 mins read
Canada Economics Update Little sign yet of AI-related GDP gains in Canada There is little sign of AI effects supporting activity or productivity in Canada yet, although the evidence of accelerating ICT investment and increasing AI adoption more broadly bodes well for the... 6th August 2026 · 5 mins read
Global Economics Update Who is most exposed to an AI earnings bust? An AI earnings bust need not be synonymous with a macroeconomic bust. Some scenarios – such as falling AI prices or higher input costs – would mainly redistribute income between AI producers and users... 5th August 2026 · 3 mins read
