Capital Daily Central bank meetings and tech earnings in focus Government bond yields have dropped back today after last week’s surge, as oil prices have retreated again amid signs of easing tension in the Middle East. Equities have welcomed the respite, too... 27th July 2026 · 5 mins read
China Economics Focus Chinese AI models – your questions answered Last week’s release of Kimi K3 has triggered a renewed wave of global interest in Chinese AI models. This Focus answers the key questions we have received from clients. It discusses how Chinese models... 23rd July 2026 · 24 mins read
Asia Economics Update AI is lifting Asia’s non-chip manufacturers too The global AI investment boom is delivering a bonanza to electronics manufacturers across Asia well beyond just chipmakers in Korea and Taiwan. 23rd July 2026 · 2 mins read
Event China Drop-In: Is China about to catch up with the US in AI, and what happens next? 31st July 2026, 9:00AM BST With the release of Kimi K3, Chinese AI models appear to have moved close to the global AI frontier, raising important questions for investors about the future of AI leadership, US tech valuations
Latin America Economics Update Mexico’s AI export boom: limited domestic spillovers Mexico has retained only a relatively small share of the value of its exports of AI-related products (our best estimate is that domestic value added accounts for around a third of the total). The... 22nd July 2026 · 6 mins read
Capital Daily China’s AI industry could yet lift its equities The advances in China’s AI sector and the authorities’ constructive attitude towards it are reason for optimism on the country’s equities, in our view, even if the apparent “national team” boost fades... 21st July 2026 · 4 mins read
Capital Daily Re-escalating war & AI scepticism a tricky mix for equities The return to war in the Strait of Hormuz may start to weigh more heavily on financial markets before too long, especially if even strong tech earnings reports continue to be met with scepticism. And... 20th July 2026 · 5 mins read
Australia & New Zealand Economics Weekly Data centre boom a mixed blessing for mining sector Strong electricity demand resulting from the rollout of data centres is a mixed blessing for Australia’s mining sector. It could boost demand for lithium to produce storage batteries and demand for... 17th July 2026 · 6 mins read
China Economics Update AI is now the main driver of China’s growth While headline growth disappointed, the detailed breakdown of China’s Q2 GDP data points to a sharp upswing in activity linked to the AI boom. On a q/q basis, over half of last quarter’s expansion... 16th July 2026 · 4 mins read
India Economics Update AI and the evolution of India’s services exports India’s services exports have long been associated with low-cost call centres and business process outsourcing (BPO). But in recent years, multinationals have been building product development... 15th July 2026 · 3 mins read
Australia & New Zealand Economics Update Data centre boom making the RBA’s job harder Australia’s data centre boom has yet to generate a broad-based inflationary impulse. But by adding demand to an already stretched construction sector, it risks prolonging capacity constraints and... 15th July 2026 · 4 mins read
Global Economics Update How to think about AI & inflation We think that the boost to demand from the AI investment boom is outweighing the disinflationary effects of any AI-driven productivity gains. Any suggestions that AI paves the way for near-term... 14th July 2026 · 5 mins read
Japan Economics Update AI boom will only provide small boost to inflation Japan’s economy isn’t benefitting much from the surge in demand related to artificial intelligence. While higher electronics import prices should result in faster price increases for household... 14th July 2026 · 3 mins read
China Economics Weekly AI fracturing is broadening out Reports that China's Ministry of Commerce has been looking into restricting foreign access to top Chinese AI models are yet another sign that the bifurcation of US and Chinese AI stacks is moving... 10th July 2026 · 8 mins read
India Economics Update AI, the data centre build out and India’s economy Much of the discourse on the impact of artificial intelligence (AI) on India’s economy is framed around the disruption to the services sector, but AI also requires a large amount of investment in... 7th July 2026 · 3 mins read
