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Below is a full list of our Asia Publications.
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BoJ support has sent monetary aggregates through the roof.
6th Jan 2021 00:00Asia
The stickiness of CPI inflation in India in recent months should all but guarantee another quiet meeting for the RBI next week.
23rd Sep 2020 00:10Asia
Google's Covid-19 Community Mobility Reports have come raging into fashion in recent weeks, providing a glimpse of the damage done by lockdowns across the world.
29th Apr 2020 12:48Asia
The Covid-19 shock to the real economy in China, and now the world, is colossal. Asia is leading the downturn, both because the outbreak started in China, but also because of its...
23rd Mar 2020 00:10Asia
Japan's February trade data were a shocker, but not for the reasons we expected, given the signal from the Chinese numbers.
19th Mar 2020 00:10Asia
We lack an adjective sufficiently strong to describe China's February activity data.
17th Mar 2020 00:10Asia
The Fed's unscheduled 50bp cut on Tuesday opens up some space for Asian central banks to follow suit.
5th Mar 2020 00:10Asia
The BoJ held firm, for the most part, during this year's bout of central bank dovishness.
20th Dec 2019 00:10Asia
The big question left by the BoJ at yesterday's meeting is how, if at all, they will follow up in October.
20th Sep 2019 00:10Asia
We've always said that China's first weapon, should the trade war escalate, is to do nothing and allow the RMB to depreciate.
6th Aug 2019 00:10Asia
Yesterday's BoJ statement, outlook and press conference raised our conviction on two key aspects of the policy outlook.
31st Jul 2019 00:10Asia
PPI inflation in Asia looks set to go from bad to worse, following June's poor numbers, which showed that the weakness in commodity prices is feeding through quicker than...
11th Jul 2019 00:10Asia
We were surprised to see Japan's services PMI edging up to 51.9 in June, from 51.7 in May. We attributed apparent service sector resilience in April and May to the abnormally...
4th Jul 2019 00:10Asia
Major central banks in Asia, particularly those operating in export-oriented economies, have recently been pinning their future policy moves on the prospects of a specific...
26th Jun 2019 00:10Asia
In light of Mr. Draghi's Sintra speech, we take this opportunity to give an update on the BoJ's stance, ahead of the meeting on Thursday.
19th Jun 2019 00:10Asia
Central bankers globally are full of market- appeasing but conditional statements.
12th Jun 2019 00:10Asia
The BoJ until last week had been in wait-and-see mode over China's slowdown, but they finally folded with Thursday's decision.
29th Apr 2019 00:10Asia
Last week the Chinese authorities issued a series of new measures to help with bank recapitalisation, and, we think, to supplement interbank liquidity.
25th Jan 2019 10:35Asia
At the end of last year, China's Central Economic Work Conference set out the lay of the land for 2019. Cutting through the rhetoric, we think the readout implies more...
2nd Jan 2019 08:27Asia
China's official, unadjusted trade data for October grabbed the headlines, as they look great at first glance.
9th Nov 2018 00:10Asia
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