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
Asia Chart Pack Should we trust signs of life in Asian exports? (May 09) There are tentative signs from several Asian economies that exports are starting to recover. Shipments from Asia ex-Japan are still a fifth below their level of a year ago. However, the pace of... 7th May 2009 · 1 min read
Asia Chart Pack China's spending stimulus is smaller than it seems (Apr 09) On the eve of the G20 meeting, the received wisdom is that China has responded more forcefully to the global crisis than most others. The government budget has indeed turned sharply into deficit, but... 31st March 2009 · 1 min read
Asia Chart Pack Weakness spreads from exports to the domestic economy (Mar 09) Asia has already taken a big hit from the slump in exports as the global recession has deepened. But the latest data also show that, with bankruptcies rising, job losses mounting and confidence... 16th March 2009 · 1 min read
Asia Chart Pack Japan - Down but not out (Feb 09) The speed and extent of the collapse in Japanese exports should at least mean that the immediate adjustment to weaker global demand has now largely run its course. The fall-out in terms of the damage... 10th February 2009 · 1 min read
Asia Chart Pack China - Too soon to expect a rebound in China (Feb 09) A surge in bank lending in China has raised confidence that the government’s efforts to stimulate the economy are already bearing fruit. Shares prices in Shanghai have risen 22% since the start of the... 9th February 2009 · 1 min read
