It's an interesting question...
Let us presuppose that the Americans do not get involved in the fighting if they are not attacked directly. This means no Pearl Harbour, no attack on the Philpipines, etc. The Japanese forces that carried out that attack are sent to attack Singapore and the Dutch East Indies instead, and perhaps Austrilia as well, just to be complete.
The british may well evacuate Singapore ahead of time (without the US, its much more ovious that the fortress is going to fall sometime), which spares them the loss of so many fighting men. Regardless, the shipping constriants will make it harder to reinforce Burma, while the DEI are hopeless. India poses a harder problem, particularly if the Germans launch 'Operation Orient' and try to break through into the Middle East, or the Indian nationalists will see the position as hopeless and seek an accomdation with the Japanese.
The Japanese can probably thrash the RN out of the Indian Ocean and sink the RAN. Invading Aust. would become tricky - logistics again, alas - but they might attempt to take Darwin and sue for peace on those terms. Depending, they might also raid India, but an occupation would be tricky and the japanese much less capable of cooperating with the natives. A year or so down the line, so much depends on random factors that its harder to give anything like accurate statements...
Chris