Research Briefing
Disruption to LNG flows through the Strait of Hormuz poses a bigger threat to Asia than higher oil prices, risking...
Asian Economy
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Displaying 1 to 20 of 86 results
Research Briefing
The latest US tariffs are reshaping global trade patterns, hitting some cities harder than others. From Germany’s auto hubs to...
Research Briefing
Our updated analysis shows that the risk of 'Japanification' – a lengthy period of low growth and low inflation or...
Research Briefing
We believe aged care is emerging as a prominent sector in Asia with a robust growth outlook.
Consulting Report
Despite talk of deglobalisation, a quantitative analysis of intermediate goods show global supply chains have continued to expand in the...
Research Briefing
Ahead of this spring's Two Sessions, we expect officials to realistically stake their growth target at around 4.5% in 2024...
Research Briefing
Our view is that the flurry of elections across Asia this year generally do not look like high-risk events for...
Research Briefing
China heads into 2024 with relatively loose policy settings, but private sector sentiment constrained by property pessimism. Policy efforts will...
Research Briefing
The Indian economy has been more resilient than expected in 2023, but we believe the slowdown has only been postponed...
Research Briefing
The Bank of Japan left both short-term and long-term policy rates unchanged at Tuesday's meeting. Amid a decline in global...
Research Briefing
Indonesia's domestic demand has proved surprisingly resilient to monetary tightening in 2023, prompting multiple upgrades to our growth forecast this...
Research Briefing
With the US Fed expected to remain on hold for a prolonged period, rate decisions in Asia are likely to...
Research Briefing
Vietnam's GDP grew by an average rate of 7% annually in the past three decades, surpassing all its ASEAN regional...
Research Briefing
The chip sector is profoundly important in some Asian countries, given their role in the global semiconductor supply chain. As...
Research Briefing
The combined large shocks from years of regulatory uncertainty, the prolonged zero-Covid policy, and a housing correction have undermined China’s...
Research Briefing
China's weak economy and the mounting problems of the real estate sector have focused attention once again on the potential...
Research Briefing
We expect fiscal consolidation to generally continue in Asia, except in mainland China and Taiwan. In those economies, we anticipate looser fiscal policy this year and very slow normalisation...
Research Briefing
Mexico is the best-positioned emerging market to gain from "nearshoring." but that does not mean it has seen the greatest...
Research Briefing
Though the impact of a slowing global economy is weighing on Asian economies, we expect fiscal consolidation to continue, which...
