Asia Chart Pack Upswing to survive policy tightening comfortably (Mar 10) The emerging Asia economies have picked up speed, inflation has increased, and more central banks have indicated that monetary policy needs to be tightened. By the end of April we expect that rates... 18th March 2010 · 1 min read
Asia Chart Pack Well placed to face the challenges ahead (Feb 10) The emerging Asia upswing has picked up speed and inflation has increased. More central banks have indicated that monetary policy needs to be tightened and, over the next month, we expect rates to... 25th February 2010 · 1 min read
Asia Chart Pack Heading into some turbulence (Jan 10) Emerging Asia’s economic growth picked up at the end of last year while inflation pressures have increased. More central banks have indicated the need to tighten monetary policy and, over the next... 25th January 2010 · 1 min read
Asia Chart Pack Rate hikes and more currency appreciation on the way (Dec 09) The emerging Asia upswing is losing some momentum, as expected, but should still stay generally strong in coming quarters. The dilemma over what to do about high capital inflows will not go away... 17th December 2009 · 1 min read
Asia Chart Pack Upswings starting to fade but inflows should stay strong (Nov 09) The emerging Asia upswing is losing some momentum but should stay generally strong in coming quarters. The dilemma over what to do about high capital inflows will not go away, especially as policy... 25th November 2009 · 1 min read
Asia Chart Pack China returned to rapid growth in Q3 (Oct 09) Nearly a year after exports collapsed, China’s economy is once again expanding at a frenetic pace. There are medium term risks in the form of industrial overcapacity, weaker banks and the threat that... 22nd October 2009 · 1 min read
Asia Chart Pack Other countries soon to follow Australia and lift rates (Oct 09) Economic upswings across the region have remained strong and, although inflation pressures remain generally low, asset price concerns are climbing and the need to keep policy rates at super-loose... 21st October 2009 · 1 min read
Asia Chart Pack Strong GDP growth likely and further currency gains (Sep 09) GDP growth across the region is likely to stay strong over the next few quarters as foreign conditions continue to improve and domestic demand stays resilient. Sustained capital inflows, higher... 21st September 2009 · 1 min read
Asia Chart Pack China shows no signs of flagging (Sep 09) China’s August data provided further evidence that the upswing in activity is still gathering pace. Savers are moving funds to easier-to-access demand accounts, and lending is still growing rapidly... 14th September 2009 · 1 min read
Asia Chart Pack Japan - Best of the G7 (Sep 09) The Japanese economy posted the strongest rebound in the G7 in Q2, but was also first into recession and had previously suffered the sharpest falls in activity. Massive amounts of spare capacity will... 2nd September 2009 · 1 min read
Asia Chart Pack Recovery to bring rate hikes well ahead of the West (Aug 09) This chart book is our monthly review of key data in eight Asian economies. Mainland China, Hong Kong and Taiwan are covered separately in our China Chart Book, and Japan in our Japan Chart Book. 18th August 2009 · 1 min read
Asia Chart Pack GDP rebound to fade (Jul 09) The rest of Asia is likely to follow Singapore in showing Q2 GDP significantly improved on Q1. Economic recovery is likely to be sustained in all countries into 2010 but our forecast of only a slow... 16th July 2009 · 1 min read
Asia Chart Pack China on a risky path to recovery (Jul 09) Continued rapid loan growth in China makes the emergence of asset bubbles increasingly likely. Around a fifth of loans extended so far this year have been invested in the stock markets, according to... 2nd July 2009 · 1 min read
Asia Chart Pack Recovery underway but likely to be subpar (Jun 09) The recovery in exports has continued and there are now signs that domestic demand is bottoming out too given that the deterioration in labour markets in most places has been, and should stay, mild... 18th June 2009 · 1 min read
Asia Chart Pack Japan - So far so good (Jun 09) The Japanese economy appears to be on track for a decent recovery. The key measures of business and consumer sentiment are rebounding and the April releases brought the first real evidence that this... 1st June 2009 · 1 min read
Asia Chart Pack China - Still waiting for a rebound (May 09) A mixed set of data over the past month has dampened hopes that rapid recovery is already underway in China. Reported investment growth is rising, yet sales of key investment inputs such as steel... 20th May 2009 · 1 min read
