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The pandemic and a fragile political base will provide little room for new PM Fumio Kishida to make drastic changes to economic policy. Our view...
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid cases and...
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary Authority of Singapore have...
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...
Across APAC, many cities have similar stories to tell—of 2021 economic growth being frustrated by the reimposition of lockdowns, and of recovery...
Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the pandemic, probably more...
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree of trade integration with...
The Bank of Japan left monetary policy unchanged at today’s meeting, maintaining short-term and long-term interest rates at current levels....
The latest survey of Japan’s households shows the stark failure of Abenomics to boost household wealth through asset price growth. As the ruling...
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