Research Briefing
More needs to be done to increase female participation in the workplace, which will allow Japan to significantly raise its...
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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
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
Asian cities are facing several challenges to economic growth, including the slowdown of the Chinese economy, supply chain problems, and...
We're delighted that Oxford Economics has been announced as the Most Innovative Global Economic Forecasting Specialists 2022.
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
After rising strongly last year, we forecast that GDP in Istanbul will grow at a slower pace of 2.5% in...
Over the past decade, climate change has made Southeast Asia’s weather hotter and more unpredictable than ever before. Mean temperatures...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Research Briefing
Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for...
Research Briefing
We project that Asia Pacific’s 25 leading cities experience on average 4.5% GDP growth in 2022, and 4.1% over the...
The short-term outlook for China and its cities has weakened slightly this quarter. New headwinds from the property sector slowdown...
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
