Research Briefing
Another wave of yen weakening has not deterred the Bank of Japan (BoJ) from leaving monetary policy unchanged at today's...
Asia Pacific
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Displaying 1 to 20 of 160 results
Research Briefing
We believe 2023 is likely to be a difficult year for nearly all Asian economies. Growth should slow everywhere, except...
Research Briefing
2023 is likely to be a difficult year for most Asian economies with growth slowdowns, stubborn inflation, and sticky policy...
Research Briefing
More needs to be done to increase female participation in the workplace, which will allow Japan to significantly raise its...
Research Briefing
The pieces are almost in place for a high conviction OW on Asian local currency debt, but not quite. Indeed, we maintain a...
Research Briefing
We expect Indonesia's budget balance to show a large deficit in H2 of this year as the cost of fuel...
Research Briefing
Manufacturing hubs in South East Asia are set to benefit from firms hedging against ongoing US-China frictions, in our view,...
Research Briefing
Growth across advanced Asia Pacific cities is slowing down in 2022's second half, and their full-year growth rates will trend...
Research Briefing
We expect the Reserve Bank of India (RBI) will hike another 35bps-50bps at its meeting this month. We think the...
Research Briefing
We expect a limited increase in policy rates across Asia, and most central banks are unlikely to match the Fed’s...
Research Briefing
Land values across Asia Pacific are coming under increasing pressure as developers look to preserve margins.
Research Briefing
We have cut our China growth forecast to 3.2% in 2022, from 4% previously, reflecting dismal Q2 growth and the...
Research Briefing
With most of the continent finally treating Covid as endemic, we expect APAC's private consumption growth to remain resilient in...
Research Briefing
The post-pandemic recovery in business investment in Japan is lagging other GDP contributors. But we expect the pent-up demand accumulated...
Research Briefing
2022 is proving to be a very disappointing year for global GDP growth, with risks that the outlook could worsen....
Research Briefing
Asian cities are facing several challenges to economic growth, including the slowdown of the Chinese economy, supply chain problems, and...
Research Briefing
The short-term outlook for China's major cities has deteriorated further since our last release in March. While the global surge...
Research Briefing
President-elect Ferdinand Marcos Jr faces a tricky balancing act between supporting the economic recovery and containing the Philippines' burgeoning fiscal...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Research Briefing
In the next two decades, the world’s 900 major cities will experience a combined population increase of nearly 600 million...
