Research Briefing
While China's sooner-than-expected reopening has led some to pencil in a more robust rebound in 2023, we are more cautious....
Greater China
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Displaying 1 to 20 of 35 results
Research Briefing
Policies aimed at managing China's housing slump have led investors to query the shape and depth of a market correction....
Research Briefing
We earlier argued that Asia’s manufacturing activity has been impacted more by demand than by supply-side pressures, due to strict Covid-related policies. Supply...
Research Briefing
We think China's exit from its zero-Covid policy will only happen in H2 2023 - a more cautious view than...
Research Briefing
We believe 2023 is likely to be a difficult year for nearly all Asian economies. Growth should slow everywhere, except...
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 Hong Kong's residential property prices to fall by about 4% y/y in Q4 2022, mainly due to the...
Research Briefing
We forecast the renminbi to weaken close to CNY7/US$ before a rebound in 2023, assuming China moves beyond its zero-Covid...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Research Briefing
Recent experience suggest China’s renminbi (CNY) tends to serve as a safe haven during periods of heightened market volatility.
Research Briefing
The level of Asian exports in volume terms has been stagnant in H2 2021. In addition, across the major manufacturing...
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
Research Briefing
In Asia, the upturn in production should help ease global supply-chain bottlenecks heading into 2022.
Research Briefing
Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across...
Research Briefing
China's official manufacturing PMI fell 0.4 points to 49.2 in October, while the non-manufacturing PMI dropped to 52.4, from 53.2...
Research Briefing
Previous work identified which goods exports would be most affected by sanctions from China by constructing a ‘vulnerability score’ for...
Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
If you were to scan recent headlines, from submarine sales in the Pacific, to Chinese clampdowns on Evergrande and the...
Research Briefing
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...
