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
With most of the continent finally treating Covid as endemic, we expect APAC's private consumption growth to remain resilient in...
Research Briefing
Household consumption increased a robust 1.5% q/q in Q1. Spending exceeded our expectations, with the Omicron outbreak proving to be...
Research Briefing
Powered by HomeBuilder and record low interest rates, total building activity rebounded 13% in FY2021 to $131.21 billion (constant FY2020...
Research Briefing
Asian cities are facing several challenges to economic growth, including the slowdown of the Chinese economy, supply chain problems, and...
Private new capital expenditure fell 0.3% q/q in Q1 2022, led lower by a fall in buildings and structures investment. The weak result is in...
Research Briefing
Australia's terms of trade (the ratio of export prices to import prices) increased sharply through the pandemic due to a...
The RBA has opted to raise the cash rate target to 0.35%. For some time, the RBA identified faster wage growth...
Research Briefing
Residential real estate markets globally performed strongly over 2020 and 2021 and Australia was no exception. Low borrowing costs, grant...
Research Briefing
The strong performance of the Australian economy over the past six months has led to a sizeable revision of Treasury's...
Research Briefing
As a developing area in the residential space, the Australian build-to-rent (BTR) sector has a strong pipeline of mooted developments....
Research Briefing
Inflation is running at a brisk pace and is set to pick up further in the coming quarters; supply disruption...
Research Briefing
Inflation is running at a brisk pace and is set to pick up further in the coming quarters; supply disruption...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Research Briefing
We see Australia's quarterly net overseas migration (NOM) returning to the pre-pandemic rate by mid-2022.
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Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
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The Q2 CPI data prompted a sharp re-evaluation of the outlook for inflation and interest rates across financial markets. We...
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In Asia, the upturn in production should help ease global supply-chain bottlenecks heading into 2022.
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Recent months have seen the favourable lending environment for households begin to tighten. Inflation concerns have bond markets pricing in...
The meteoric rise of online shopping has been a hallmark of consumer spending during the pandemic. But all is not...