Climate Economics Update China green exports surge but tariff hit looms ahead The surge in China’s green exports to a new record high in March could be the final strong showing for a while given the escalation in US tariffs on all Chinese imports. However, green tech exporters... 23rd April 2025 · 2 mins read
Japan Economics Update Trade war not weighing on business confidence The available business surveys show that confidence hasn’t weakened after Liberation Day. However, with price pressures coming off the boil, the Bank of Japan will continue to tighten policy only... 23rd April 2025 · 3 mins read
China Economics Update Can China's domestic consumers take the place of US ones? Retail sales in China are more than ten times larger than the country’s exports to the US. As such, domestic goods consumption would only need to rise by a few percent over the next couple of years to... 22nd April 2025 · 4 mins read
India Economics Weekly India Weekly: Pharma threat, tariff-front running, China dumping A US import levy on pharmaceuticals would be a blow to India’s economy but far from a fatal one: pharmaceuticals have been a longstanding strong-point in India's export sector but they have been... 17th April 2025 · 3 mins read
Asia Economics Weekly Tariff exemption boost, Singapore goes to the polls The recent US decision to exempt a range of electronics—including smartphones, semiconductors, and TVs—from tariffs offers temporary relief to Asian exporters, particularly Taiwan, where over 60% of... 17th April 2025 · 8 mins read
China Economics Weekly China Weekly: US-China decoupling is going into overdrive The gradual unravelling of economic ties between the US and China over the past decade is now giving way to a much more abrupt and extreme rupture. Sky-high tariffs threaten a collapse in bilateral... 17th April 2025 · 6 mins read
Asia Economics Update Korea: not the end of the easing cycle The Bank of Korea today left interest rates unchanged, but the dovish commentary from the press conference and the statement suggest further cuts are coming. We are sticking with our view that rates... 17th April 2025 · 3 mins read
Japan Economics Weekly Japan Weekly: Mr Akazawa goes to Washington While the Bank of Japan will probably cut its forecasts for GDP growth at its May meeting, we still expect the Bank to signal confidence in meeting its 2% inflation target on a sustained basis. Indeed... 17th April 2025 · 4 mins read
Capital Daily Further renminbi weakness looks likely to us We think China will continue to allow the renminbi to weaken, perhaps all the way to 8.0/$ . 16th April 2025 · 4 mins read
China Rapid Response China GDP (Q1) & Activity (Mar. 2025) China’s economy regained some momentum in March thanks to fiscal support, which helped the Q1 GDP figures beat expectations. Still, this wasn’t enough to deliver faster growth over the quarter as a... 16th April 2025 · 2 mins read
India Rapid Response India Consumer Prices (Mar. 2025) The larger-than-expected fall in Indian consumer price inflation in March, which pushes it further below the Reserve Bank of India’s (RBI’s) 4% target, reinforces our view that the central bank will... 15th April 2025 · 2 mins read
Japan Chart Pack Japan Chart Pack (Apr. 25) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. Japan's economy will be hit less hard than many other large economies by the recent escalation of... 15th April 2025 · 1 min read
China Economics Focus Is China offloading its dollar assets? Available data don’t give a definitive answer to whether sales by Chinese institutions contributed to the recent volatility in the US bond market. But China’s state managers of foreign assets still... 14th April 2025 · 10 mins read
