CNBC: Economist explains Chinese central bank’s caution over monetary policy

Asia Pacific: Region enterprise tech spending led by semiconductor players

Japan’s rising labour turnover will raise productivity, but only slowly

Labour turnover is quickly rising among full-time workers in Japan, where long-term employment has been prevailing. Although a serious labour shortage and a sharp rise in labour turnover will provide a great opportunity and incentive for productivity improvement, we this this will occur only gradually.

Asia Pacific: US-China trade tensions may benefit ASEAN

The risk of higher trade tensions, and its subsequent implications on trade policy, is high. The upcoming US presidential election this November has the chance to spark an escalation of a global trade war if former President Donald Trump returns to the White House.

Infographic: Measuring risk exposure to China-Taiwan tensions

We have developed a globally consistent framework showing cross-country GDP vulnerabilities to an escalation in China-Taiwan tensions, factoring in three key channels of risks: trade exposure to Taiwan and mainland China, wider economic and industry reliance on semiconductors for producing output and price ramifications of shortages and disrupted shipping.