Asia Decoded
Independent, data-centric insights that help you stay on top of Asia's economics and geopolitics.
- Indexed issues, last 90 days
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- Sep 29, 2026
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- Jul 15, 2026
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Japan's China derisking has lessons for Southeast Asia (opens the original)
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The ongoing diplomatic row between Tokyo and Beijing underlines the dilemma that Japan and the rest of the region face when it comes to China. Their significant reliance on the mainland for trade, tourists and investment makes China an important driver of their growth. But Beijing's increasing inclination to use this dependence as leverage complicates the calculus. For Tokyo, the situation remains challenging, despite more than a decade’s efforts to derisk from China, dating back to the first ra
Why Investors Are Cooling On India? (opens the original)
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India remains one of the world’s fastest-growing major economies, yet investor sentiment has weakened. Portfolio outflows have accelerated, foreign direct investment has stalled, the rupee has come under pressure, and questions are mounting over whether strong headline GDP growth is translating into equally strong investor returns. speaks with Shilan Shah, Deputy Chief Emerging Markets Economist and Head of India Macro and Markets at Capital Economics, about this growing disconnect. They discuss
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