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China's 2021 Recovery Is Secure...Japan's Covid Struggle Is Far From Over...Korean Exports Have Yet To Flinch...Don't Extrapolate From India's Q3 Rebound
11th Dec 2020 14:39Asia
A Quiet End To The Year For Chinese Industry...Jaoan Isn't Immune To A Third Wave Of Covid-19...Watch For A Capex Correction In Korea...The RBI Will Resume Easing Next Year
17th Nov 2020 17:00Asia
Is China's Recovery Hitting A Ceiling? Japan's Q3 Bounce Was The Easy Part...Expect A Double-Dip In Korean Consumption...India Isn't Out Of The Covid-19 Woods
23rd Oct 2020 15:00Asia
Too Soon For China To Claim A Full Recovery...A Tough Start For Japan's New Prime Minister...The Recovery In Korean Exports Is Holding Up, Just...Still No Let-Up In...
21st Sep 2020 09:45Asia
China's Narrow Q3 Bounce Is Warning...Abe's Second Wave Gamble Has Paid Off...But Korea Is Now In The Thick Of It...The RBI Will Resume Easing In October
26th Aug 2020 14:33Asia
China's Recovery Will Lose Steam In H2...Tokyo's Second Wave Is Unlike The First, Good...A Capex Correction In Korea Is Imminent...India Is Making Life Harder For Itself
17th Jul 2020 15:22Asia
Punchy Q2 Implies A Quieter Q3 In China...Expect A Quieter Secord Half For The BOJ...Korean Exports Look Poised To Turn The Corner..No Bullet Was Dodged In India; Unlock 1.0 Is...
18th Jun 2020 08:45Asia
China's Unsustainable V-Shaped Recovery...Japan's Q1 GDP Contraction Is Just A Taster...Korea's Grim April Exports Is A Warning Shot...India's Lockdown Will Kill...
20th May 2020 11:59Asia
China's Growing Demand-Supply Mismatch...Three Straight Quarters Of Contraction In Japan...Covid Defeated, But Korea's Economic Hit Isn't Over...An H1 Recession In...
29th Apr 2020 14:54Asia
Activity Data Confirm China's Nightmare Q1...Japan In For A Full-Year Contraction...Korea Should Be Able To Avoid A Technical Recession....India's Policymakers Are...
24th Mar 2020 18:00Asia
Expect a Rare Q/Q Fall in Chinese GDP In Q1...A Technical Recession In Japan is on the Cards...The Real Hit to Korean Trade will Start This Month...Post-Virus in Oil Will Help...
12th Feb 2020 09:06Asia
China: Manuf. Green Shoots; Household Pain...Japan's Fiscal Package Faces Capacity Constraints...Korea's Q4 GDP Bump Is Iffy, But The Recovery Is On...Food Inflation In...
23rd Jan 2020 14:10Asia
China Is Stabilising, But Not Yet Recovering...Japan's Fiscal Stimulus Faces Capacity Constraints...No New Year Shock This Time For Korean Workers..India's Q3 Wasn;t A...
18th Dec 2019 14:45Asia
China Gets A 2020 GDP Growth Downgrade...Back To The Bad Old Days For Japan...Korea Points To Stabilisation In Global Trade...Plus -4% Inflation Sets Up An RBI Pause
27th Nov 2019 09:00Asia
The PBOC is hesitant, but the case for an outright rate cut continues to build..
27th Sep 2019 13:30Asia
Chia faces a u-shaped recovery..Japan's domestic demand strentgh is fragile...The bank of Korea is likely to pause, for now...Expect a respectable Q2 GDP rebound in India
29th Aug 2019 14:15Asia
After June respite, China will hit Q3 headwinds...Japan probably dodged a Q2 GDP contraction...The BOK's surprise cut in July is a one-and-done...The case for additional RBI...
1st Aug 2019 14:51Asia
China's first recourse: Secure a trade deal...The boj is reticent to join the chorus of doves...The bok won't blink, green shoots are evident...India's Q1 was poor,...
27th Jun 2019 11:37Asia
China recovery falters...and now tariffs...Japan's Q1 gdp growth was a mirage; Korean exports are turning the corner, just...India's status quo vote won't turn growth...
24th May 2019 10:41Asia
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