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
Asia Chart Pack China - Unbalanced growth cannot be sustained China’s economic growth should ease this year and next to an average of around 9.0% as the investment boom finally comes to an end and the trade surplus increases at a much slower rate. Fears that... 29th January 2007 · 1 min read
Asia Chart Pack Asia - Currency and inflation trends to pull SE Asian rates lower (Jan 07) A key theme for 2007 is the prospect of further interest rate cuts in South East Asia, notably in Thailand (where we now expect rates to fall to 3.75% by yearend), Indonesia and the Philippines. The... 22nd January 2007 · 1 min read
Asia Chart Pack Japan - Household spending beginning to recover (Dec 06) 13th December 2006 · 1 min read
Asia Chart Pack Asia - Inflation easing as global energy prices fall back (Nov 06) 28th November 2006 · 1 min read
Asia Chart Pack Japan - Economy to rebound after a weak third quarter (Nov 06) 10th November 2006 · 1 min read
Asia Chart Pack China - Latest data signals continued strong growth (Oct 06) 11th October 2006 · 1 min read
Asia Chart Pack Japan - Data not as poor as headlines suggest (Sep 06) 6th September 2006 · 1 min read
