Research Briefing
Another wave of yen weakening has not deterred the Bank of Japan (BoJ) from leaving monetary policy unchanged at today's...
Research Briefing
Another wave of yen weakening has not deterred the Bank of Japan (BoJ) from leaving monetary policy unchanged at today's...
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
Land values across Asia Pacific are coming under increasing pressure as developers look to preserve margins.
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
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
Japan’s parliament has approved the latest supplementary budget, which includes the second-largest expenditure package in its history. But while the...
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...
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
Research Briefing
India's 2030 commitments include a hefty reduction in projected emissions and 50% clean electricity generation, setting the bar high.
Research Briefing
In Asia, the upturn in production should help ease global supply-chain bottlenecks heading into 2022.
Research Briefing
We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the...
Research Briefing
Real GDP for ASEAN-6 economies1 grew 1.7% y/y in Q3, down from 9.3% in Q2, reflecting both a less favourable...