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Asia

Follow the latest economic developments from across Asia, including China, India, and Southeast Asia. Get insights from local experts specializing in food and agribusiness, macroeconomics, and more.

Global Daily: Massive Life Support

“On massive life support” was Donald Trump’s characterisation of the US-Iran ceasefire yesterday...

Newsletter
12 May 2026
RaboResearch

Global Daily: The Little Red Hen

Markets are bulled-up this morning on prospects for peace in the Iran war. The S&P500 and NASDAQ closed at fresh all-time highs...

Newsletter
7 May 2026
RaboResearch

Global Daily: Give Peace a Chance

It was TACO Tuesday again in the United States this week as President Trump announced that he was pausing Operation Freedom “for a short period”...

Newsletter
6 May 2026
RaboResearch

China sends ripples through global beef markets

With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan

Podcast
1 May 2026
RaboResearch

Exclusive Global mushroom cultivation is becoming larger in scale and more automated

Mushroom growers worldwide are scaling up and embracing automation as stagnant demand, labor shortages, and sustainability pressures intensify in many regions.

Research
29 April 2026
RaboResearch

Monthly Outlook: Waiting

As the conflict between the United States and Iran approaches its two-month mark, financial markets are still grappling with the implications.

Research
29 April 2026
RaboResearch

Exclusive Another Ceasefire

Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.

Research
22 April 2026
RaboResearch

Exclusive Global pork quarterly Q2 2026: Conflict in the Middle East brings limited near-term impact but potential longer-term risks

Indirect risks from Middle East tensions, rising input costs, and shifting China and EU production dynamics are reshaping margins and trade in global pork markets.

Update
22 April 2026
RaboResearch

Global Daily: Schrodinger's Market

Erwin Schrodinger famously proposed a thought experiment to illustrate the apparent absurdity of quantum mechanics when applied to the macroscopic world...

Newsletter
20 April 2026
RaboResearch

Exclusive Energy Charts of the Week

A short energy update

Update
17 April 2026
RaboResearch

Global Daily: Master and Commander-in-Chief(?)

Financial markets are back in a risk-off mood today following news over the weekend that US-Iran peace talks ended without agreement...

Newsletter
13 April 2026
RaboResearch

Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market

Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.

Update
7 April 2026
RaboResearch