skip to main content
Economic Research

Asia Week Ahead: Regional Divergences in Growth and Inflation Risks

EXECUTIVE SUMMARY

Next week, New Zealand’s retail sales data will show that March was but a blip in an otherwise bleak retail sales outlook. After a brief boost from Easter purchases, anemic growth in household credit, earnings and wealth will dampen discretionary spending. India's data will support our prediction that inflation, despite easing from its peak, will remain elevated in Q2 and Q3 amid rising wages and demand and continued supply-side inflation. This puts the central bank behind the curve in curbing the inflation spiral and overheating risks. Malaysia’s data will show[...]

Access to this content is restricted to RGE clients.

If you have a client code, please enter it here to activate your client account.

Click here for a free trial.

Learn About Our Services:

RGE Research

Our dynamic and intuitive macroeconomic research platform keeps you on top of the extraordinary shifts that transform our global economy, allowing users to uncover unique connections and insights. Discover the resource central banks and that 70% of the world's leading hedge funds, asset managers, PE firms, banks and corporations around the world depend on.

Our market strategists build on the work of our macroeconomic research team, incorporating market dynamics to answer crucial questions and generate actionable investment recommendations. RGE's Market Research and Strategy team gives clients actionable insight across six key asset classes:

• Currencies • Commodities
• Credit • Equity • Gov’t Bonds / Rates
• Emerging Markets • Financials
• Cross Asset Model Portfolio

RGE Strategy

Sometimes, reading research is not enough. Many RGE clients participate at the Roubini Direct Access level to gain a deeper understanding of specific issues. Through interactive live sessions, we engage with world-class thinkers, encourage knowledge sharing, idea generation, risk identification and validation of client initiatives.

Learn More »