Asia Chart Pack Collapsing exports dragging Asia into the mire (Dec 08) The sudden collapse in exports in November confirms that Asia is heading for a dramatic slowdown in 2009. With global demand for Asian goods set to weaken further in the months ahead, we expect GDP... 24th December 2008 · 1 min read
Asia Chart Pack Japan - Deeper recession now likely in 2009 (Dec 08) Japanese households and companies have avoided the financial excesses and over-indebtedness that point to a severe and prolonged recession in the West. Japanese banks are also in relatively good shape... 4th December 2008 · 1 min read
Asia Chart Pack China - Will the stimulus come too late? (Dec 08) A run of poor data and doubts about the effectiveness of the government’s stimulus plans have prompted us to cut our 2009 GDP growth forecast for China from 8% to 7%. Admittedly, the government’s... 3rd December 2008 · 1 min read
Asia Chart Pack Asia braces for worst slowdown since 1997 crisis (Nov 08) So much for decoupling. With the world headed for its worst recession since the 1930s, even the most resilient economies in the region will slow. We now expect growth in Asia ex-Japan to slow to... 12th November 2008 · 1 min read
Asia Chart Pack China - China moves to arrest slowdown (Nov 08) Global financial market turmoil and the dollar rebound have been reflected in further equity market weakness in China and in a surge in the renminbi’s tradeweighted exchange rate. But global weakness... 28th October 2008 · 1 min read
Asia Chart Pack Japan - First to recover as global inflation shock fades (Oct 08) The Japanese economy may already be in technical recession, but we expect the downturn to be relatively short-lived and shallow. Sharp falls in inflation will boost real incomes, while Japan has... 21st October 2008 · 1 min read
Asia Chart Pack Rates have much further to fall (Oct 08) The dramatic events in global financial markets in recent weeks have increased fears about the impact on the wider economies, while the collapse of commodity prices has swiftly put to rest lingering... 13th October 2008 · 1 min read
Asia Chart Pack Asian interest rates close to peaking (Sep 08) The recent pullback in oil prices – and commodity prices more generally – has encouraged most Asian central banks (ex. China & Japan) to reorient their policy priorities back towards supporting growth... 4th September 2008 · 1 min read
Asia Chart Pack Japan - Economic downturn to be shallow and short-lived (Aug 08) Japan has been hit hard by surging food and energy prices, but has avoided the credit crunch and collapsing house prices that have undermined so many economies in the West. Indeed, the Japanese... 14th August 2008 · 1 min read
Asia Chart Pack China - Fall in renminbi appreciation expectations is overdone (Aug 08) Officials at the People’s Bank of China should be feeling pretty pleased with themselves. Market expectations for future renminbi appreciation have tumbled following a month of slower currency gains... 5th August 2008 · 1 min read
Asia Chart Pack India’s aggressive tightening yet to impress markets (Jul 08) The Reserve Bank of India can be forgiven for having initially taken a less hawkish stance towards inflation. GDP growth was thought to be slowing more quickly than revised data indicate. And few had... 9th July 2008 · 1 min read
Asia Chart Pack Japan - Economy slowing, but Tankan reassuring (Jul 08) The Japanese economy is clearly slowing. Indeed, the official data suggest that consumer spending has fallen sharply and manufacturing may already be in a (short-lived) technical recession... 3rd July 2008 · 1 min read
Asia Chart Pack China - Chinese equity investors floundering again (Jun 08) China’s equity investors have been left stunned by a 20% fall in prices since the beginning of June. This has taken the benchmark Shanghai Composite index beneath the 3000 level that many investors... 19th June 2008 · 1 min read
Asia Chart Pack Asia - Korea bucks the trend as Asia turns hawkish (Jun 08) Recent actions by several Asian countries to limit the cost of fuel subsidies highlight the stresses that high oil prices are causing in emerging economies. India, Indonesia and Malaysia (as well as... 9th June 2008 · 1 min read
Asia Chart Pack Asia - High inflation derails central bank plans (May 08) Inflation has re-emerged as a unifying theme across many Asian economies in recent weeks. Driven by the continuing high international oil and food prices, persistent upside surprises to inflation have... 6th May 2008 · 1 min read
Asia Chart Pack Japan: GDP growth on course for 2% this year (May 08) Even allowing for a marked slowdown in the second and third quarters, a strong start to the year means that Japanese GDP is still likely to grow by around 2% in 2008. This would be comfortably above... 2nd May 2008 · 1 min read