Asia Chart Pack China - Higher inflation does not mean China is overheating. (Aug 07) Expectation-beating GDP numbers and rapid inflation have again provoked talk of a hard landing for China. However growth close to current rates still looks sustainable. Inflation will probably climb... 10th August 2007 · 1 min read
Asia Chart Pack Asia - Korean interest rates have probably peaked (Jul 07) The Bank of Korea raised its key interest rate to a six-year high of 4.75% in July, reflecting concerns that the stronger than expected economic recovery and high money supply growth could fan... 23rd July 2007 · 1 min read
Asia Chart Pack China - China shows first signs of domestic rebalancing (Jul 07) China’s economy does not seem to be slowing, but there are tentative signs that a long-awaited rebalancing of domestic demand from investment to consumption is underway. China’s external imbalance –... 12th July 2007 · 1 min read
Asia Chart Pack Asian - India still in danger of overheating (Jun 07) Economic growth remains strong across much of the region with India, Malaysia, Thailand and the Philippines all recently reporting better than expected GDP figures. Despite this, inflation remains... 26th June 2007 · 1 min read
Asia Chart Pack Japan - Growth to beat the consensus (again) this year (Jun 07) The upwardly-revised Q1 GDP data have set a solid base for the year. We expect growth of around 2.6% in 2007 as a whole, comfortably above the latest consensus of 2.2%. The slump in the index of... 25th June 2007 · 1 min read
Asia Chart Pack China - Chinese inflation is under control (Jun 07) The boom in Chinese stocks and, now, a sudden spike in pork prices have been interpreted by some as evidence that the authorities are losing the battle to prevent China’s huge export earnings feeding... 7th June 2007 · 1 min read
Asia Chart Pack Asia - Thai interest rates still to fall further than expected (May 07) Inflation is well contained across most of the region, raising the prospect of further interest rate cuts over the coming months. We expect the next move in Korean rates to be down, albeit not until... 24th May 2007 · 1 min read
Asia Chart Pack Japan - Consumer spending becomes a key driver of growth (May 07) The slightly disappointing GDP data for the first quarter still mark a good start for the year. In particular, the household sector made another large positive contribution. Investment was the soft... 18th May 2007 · 1 min read
Asia Chart Pack China - Hot, but not overheating (Apr 07) China’s economy surged ahead in the first quarter with investment, consumption and trade all stronger than expected or (with the exception of consumption) hoped for. As if on cue, March inflation... 30th April 2007 · 1 min read
Asia Chart Pack Asia - Thailand particularly vulnerable to global downturn (Apr 07) With the external environment beginning to weaken, the smaller Asian economies are gradually slowing after a buoyant 2006. However, full-year growth should remain fairly close to last year’s strong... 20th April 2007 · 1 min read
Asia Chart Pack Japan - Consumer will have to offset industrial slowdown (Apr 07) The outlook for the Japanese economy is less clear than it has been for a while. Growth in the industrial sector is certainly slowing, albeit from a relatively high level. Weak manufacturing orders... 17th April 2007 · 1 min read
Asia Chart Pack China - Surge in trade surplus may only be temporary (Mar 07) The surge in China’s trade surplus in January and February grabbed the headlines. But we suspect that the jump in export growth was at least partly driven by firms bringing shipments forward to avoid... 28th March 2007 · 1 min read
Asia Chart Pack South-East Asian interest rates to fall further (Mar 07) Across South-East Asia the prospect is for further interest rate cuts over the next few months, driven by slowing growth, fading inflation concerns, and local currency strength against a globally weak... 19th March 2007 · 1 min read
Asia Chart Pack Japan - Yen to rise further (Mar 07) The early data for January and February suggest that consumer spending has retained much of its positive momentum from the fourth quarter of last year, but industrial growth has peaked. The strong... 13th March 2007 · 1 min read
Asia Chart Pack Asia - Falling inflation points to further rate cuts (Feb 07) With growth easing in many Asian countries, inflation falling and currencies appreciating against the dollar we expect further interest rate cuts over the next few months. This process will be led by... 20th February 2007 · 1 min read
Asia Chart Pack Japan - Rate outlook remains pivotal to any recovery in yen (Feb 07) G7 officials have always argued that exchange rates need to reflect underlying economic fundamentals. The value of the yen is doing just that. The main reason for the recent weakness has been the... 12th February 2007 · 1 min read
