Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
Economic recovery
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Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
Research Briefing
We have cut our global GDP growth forecasts again, and now have reduced our 2021 estimate by a total of...
Research Briefing
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...
Research Briefing
A glance at recent headlines in the UK could leave the reader feeling beleaguered. So the tongue-in-cheek question posed recently...
Research Briefing
Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the...
Research Briefing
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
Research Briefing
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree...
Research Briefing
The recent broad-based rises in core inflation across a range of advanced economies has reopened the debate as to whether...
Research Briefing
We’ve raised our 2021 GDP growth forecast by 0.2ppts to 3.4%, following the full release of the Q2 national accounts....
Research Briefing
Growth was confirmed at 0.9% in Q2, driven by domestic demand while net exports were a drag. The monthly GDP...
Research Briefing
Delta remains the primary threat to the recovery, but we also think that the drag from continuing, supply-chain disruption will...
Research Briefing
Our ASEAN-6 growth tracker, which includes Indonesia, Malaysia, the Philippines, Thailand, Singapore, and Vietnam, points to a weak start to...
Research Briefing
The latest money and credit data suggested caution on the part of consumers. Unsecured lending flatlined in July and households’...
Research Briefing
More than 11 million individuals will lose access to emergency unemployment benefits at the end of next week creating a...
The construction sector has been one of the most resilient areas of the economy during the pandemic. As many other...
Research Briefing
We have cut our near-term growth forecasts, in part due to the spread of Delta, and are likely to fine-tune...
Research Briefing
Headline CPI inflation rose 5.4% y/y in July 2021, but regional inflation is uneven, with prices up 5.9% y/y in...
Research Briefing
We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have...
Research Briefing
We see the strong pull back in long-term US yields since the peak of the reflation trade this year as...
