Standard Chartered

New Zealand Dollar: Hawkish RBNZ shift supports NZD – Standard Chartered

Standard Chartered’s Bader Al Sarraf and Nicholas Chia note that the Reserve Bank of New Zealand kept the OCR at…

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Indonesia: Growth momentum seen easing – Standard Chartered

Standard Chartered’s Aldian Taloputra notes Indonesia’s GDP growth accelerated to 5.6% year-on-year in Q1 2026, driven by front-loaded fiscal stimulus, seasonal festival…

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China: Policy goals support non-fossil shift – Standard Chartered

Standard Chartered economists Hunter Chan and Shuang Ding argue that China has weathered the recent Middle East Oil shock relatively…

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India: Growth trimmed as energy shock bites – Standard Chartered

Standard Chartered’s India economists Anubhuti Sahay and Saurav Anand cut India’s FY27 GDP growth forecast to 6.4% from 7.0% and FY26 to…

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USD/MXN: Downside risks for Peso after Banxico cut – Standard Chartered

Standard Chartered’s Dan Pan and Erwin He note that Banxico’s surprise 25 bps cut and guidance for another easing step…

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China: Stimulus front-loaded but not oversized – Standard Chartered

China’s policy makers recently announced a number of stimulus programs, front-loading support. Both monetary and fiscal support remain measured and…

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China housing: Limited rescue, lingering correction – Standard Chartered

Long-term priorities are constraining policy space, limiting scope for meaningful housing support. The housing correction is likely to continue in…

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China: Robust production, lackluster demand – Standard Chartered

China achieved its 5% growth target in 2025, with Q4 growth largely in line with market expectations. Resilient exports and…

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France: Still dealing with the past – Standard Chartered

The French government passed emergency legislation late last month to roll over the 2025 budget into 2026, ensuring that spending,…

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South Korea: BoK to ‘wait and see’ given mixed data – Standard Chartered

Markets expect more balanced GDP growth in 2026, though recent data does not support our view yet. Bank of Korea (BoK) is…

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