Following record declines in 2020, we forecast strong 6.1% pa APAC GDP growth over the next two years. Nonetheless, the permanent loss in output...

Inflation is on the rise in Asia following hefty commodity price increases, and it may in some economies even increase above central bank targets....

Large price increases for commodities and China’s heavy industry output continue to worry businesses, markets, and policymakers. If these price...

China is a significant net creditor to the rest of the world. At the end of 2020, its foreign assets totaled US$8,704 billion, or 59.1% of GDP,...

The latest coronavirus outbreak and reduced travel during the Chinese New Year holidays will weigh on sequential growth in Q1, but we expect...

As financial markets started pricing in stronger US economic growth and inflation because of Joe Biden’s stimulus plan, US bond yields have risen....

Asian city economies were slowing down, even before Covid. While declines in working age populations will affect long term economic growth rates...

China’s capital in- and outflows have risen strongly since early 2020, following the easing of policy restrictions both ways. However, China’s...

As the recovery matures, we expect private sector spending to step up in 2021 while policy support retreats. Meanwhile, as China embarks on its...

China’s economic outlook is challenged by tensions with the US – with the current US government looking to “decouple” from China – as well as,...