Report published September 11, 2026
AEJ Week Ahead: China Activity Data, India CPI, and CBC Meeting (Goldman Sachs)
Goldman Sachs · September 11, 2026
Goldman Sachs previews upcoming Asia ex-Japan economic events for the week of September 14–18, 2026, highlighting August activity prints in China, India and Malaysia CPI, and Taiwan's CBC rate decision. The firm expects Taiwan's policy rate to remain on hold at 2.0% and flags downside risks to China's Q3 GDP growth from ongoing investment and retail sluggishness.
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Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Key Takeaways
- 1.China August industrial production is expected to edge up to +4.6% yoy, but retail sales and fixed asset investment remain sluggish, posing downside risk to Goldman Sachs' Q3 real GDP growth forecast of +4.6% yoy.
- 2.Taiwan's central bank (CBC) is expected to hold its benchmark policy rate unchanged at 2.0% at its September 17 meeting while likely revising up its 2026 GDP forecast from 9.5%.
- 3.India's headline CPI inflation is projected to rise to 4.9% yoy in August due to elevated vegetable and sugar prices, lifting Goldman Sachs' CY26 headline CPI forecast to 4.5% yoy.
Table of Contents
- Mainland China
- Taiwan
- India
- ASEAN
- Roundup of last week's economic and policy events
- Asia ex-Japan Economics Calendar
Report data
Asia ex-Japan Economics Calendar
| Metric | Estimate | Context |
|---|---|---|
| China Industrial Production Growth Forecast | 4.6% | Forecast to edge up from +4.5% in July, supported by manufacturing PMIs and faster exports. |
| China Fixed Asset Investment Growth Forecast (Single-Month) | -11.6% | Contracting 11.6% yoy vs. -12.8% yoy in July, lowering YTD FAI growth to -7.3% yoy. |
| China Retail Sales Growth Forecast | 0.4% | Forecast to ease from +0.6% in July, driven by contracting passenger car sales volume. |
| Taiwan CBC Policy Rate Forecast | 2.0% | Expected to stay on hold at 2.0% at the September 17 meeting. |
| India Headline CPI Inflation Forecast | 4.9% | Projected to increase by 0.4pp from July driven by vegetable and sugar prices. |
Reports in this series
AEJ Week Ahead is shown in chronological order through this edition, published on September 11, 2026.
Part of the AEJ Week Ahead series — view all 12 editions
Looking for the latest edition? AEJ Week Ahead China inflation, trade and credit data (Oct 9, 2026)
- Jul 31AEJ Week Ahead CPI and trade data across the region, Malaysia state election, RBI meeting
- Aug 7AEJ Week Ahead China inflation and credit data, India inflation, and Singapore and Malaysia GDP(1)
- Aug 28AEJ Week Ahead PMI and CPI across the region, India GDP, BNM meeting and Korea budget proposal
- Sep 4AEJ Week Ahead China trade inflation credit data
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