Research Briefing
Though the impact of a slowing global economy is weighing on Asian economies, we expect fiscal consolidation to continue, which...
Asia Pacific
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Research Briefing
Cities with the most favourable demographics and with strength in the consumer- and office-based sectors are set to power China's...
Research Briefing
Employment growth is likely to slow across Asia Pacific cities in 2023, due to faltering effects of post Covid-19 recoveries...
The late December announcement of China’s intention to re-open its borders for travel took the international community by surprise, with...
Research Briefing
We expect the Philippines' 10-year government bond yield to trend down in 2023-2024, after rising continuously since Q3 2020.
Research Briefing
Japan's structural labour shortage has deepened. While it may not result in a wage-inflation spiral now, labour scarcity will put...
Research Briefing
The Bank of Japan enhanced its funds-supplying operations in January, after widening the tolerance band for 10-year JGB yields in...
Research Briefing
Our 2023 growth forecast of 4.5% for China is still 6-tenths below the consensus’ 5.1%, owing to a more cautious...
Research Briefing
A cautious 2023 budget amid the need to stabilize government finances post pandemic means that fiscal policy won't be able...
Research Briefing
Financial conditions have deteriorated across ASEAN-5 economies to varying degrees. As well as monetary tightening, a broad depreciation of currencies...
Research Briefing
We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...
Research Briefing
While few observers expect to see any growth surprise in Japan, some have started to wonder whether global inflation may...
Research Briefing
Economists Arup Raha and Theng Theng Tan identify 5 themes that are likely to be important for Asia in 2023.
Research Briefing
We expect Asian currencies to stabilise, if not strengthen, versus the US dollar in 2023, as the Fed pauses hiking...
Research Briefing
The semiconductor cycle has already turned and is likely to continue softening into next year. As the world's largest producer...
Research Briefing
Reopening pressures have increased, as recent protests test policymakers' resolve to stick to the current zero-Covid approach.
Research Briefing
Our baseline forecast is now for world trade in goods to decline by 0.2% in 2023, a considerable downgrade from...
Research Briefing
Bank Indonesia raised its policy rate by 50 bps at its last meeting on November 17, making for a total...
Research Briefing
Policies aimed at managing China's housing slump have led investors to query the shape and depth of a market correction....
Research Briefing
We earlier argued that Asia’s manufacturing activity has been impacted more by demand than by supply-side pressures, due to strict Covid-related policies. Supply...
