Asia Chart Pack Indonesia: current account shift reduces external risks Indonesia has seen a dramatic shift in its current account position over the past year, with recently published data showing that the country recorded its second consecutive quarterly surplus in the... 24th February 2021 · 14 mins read
Asia Chart Pack Further rate cuts likely despite rising inflation Headline inflation has crept higher in most countries across Emerging Asia over the past few months and looks set to rise sharply over the first half of this year due to a rebound in energy price... 27th January 2021 · 14 mins read
Asia Chart Pack New outbreaks pose downside risks to 2021 forecasts Korea, Hong Kong, Malaysia and Thailand are all experiencing major new outbreaks of the virus, which pose a significant downside risk to our relatively upbeat GDP forecasts for these countries for... 22nd December 2020 · 14 mins read
Asia Chart Pack Rate-cutting cycle not over yet National accounts data published over the past month or so confirm that many economies experienced record-breaking rebounds in GDP in the third quarter. However, there are significant variations... 30th November 2020 · 13 mins read
Asia Chart Pack A vaccine would not transform the region’s prospects The progress made towards the development of a vaccine against COVID-19 has been remarkable. Most experts now believe that a vaccine may be available by the end of this year or the first quarter of... 27th October 2020 · 14 mins read
Asia Chart Pack Encouraging signs in Korea Korea looks to have contained its “second wave” of the virus with minimum cost to the economy. There were just 38 newly confirmed cases in Korea today, which was the lowest since early August and down... 29th September 2020 · 13 mins read
Asia Chart Pack Second wave unlikely to completely derail recoveries Having been among the fastest in the world at controlling the initial outbreak, Hong Kong, Vietnam and Korea are all at different stages of a second wave of infections. With new infections in Hong... 26th August 2020 · 14 mins read
Asia Chart Pack A mixed second quarter The second quarter GDP figures for the region that have already been published make for grim reading, but there is a big divergence between countries. In aggregate terms we estimate that Emerging Asia... 28th July 2020 · 13 mins read
Asia Chart Pack Auto sector holding back Korea’s recovery A slump in Korea’s automotive sector, which accounts for around 10% of GDP, is weighing heavily on the country’s prospects. The latest industrial production data which were published today show that... 30th June 2020 · 13 mins read
Asia Chart Pack Some signs of recovery as lockdowns are eased With new infections falling sharply across the region and with lockdowns being eased, economic activity is starting to recover. However, the latest high-frequency data that we track, including routing... 28th May 2020 · 14 mins read
Asia Chart Pack South Asia and Indonesia are a big worry We remain deeply concerned about the rapidly rising number of cases of coronavirus across South Asia as well as Indonesia. A failure to contain the virus would have significant economic consequences... 27th April 2020 · 9 mins read
Asia Chart Pack Policy support being stepped up With economic growth across the region collapsing, policy support is being ramped up aggressively. Having slashed interest rates over the past couple of weeks, central banks have begun to unveil a... 26th March 2020 · 9 mins read
Asia Chart Pack Assessing the impact so far We still don’t have much in the way of hard data, but the figures that have been published so far suggest the coronavirus and the measures that China has taken to contain it, are having a severe... 25th February 2020 · 16 mins read
Asia Chart Pack Coronavirus to prompt further rate cuts Before the coronavirus hit, the latest data suggested the region’s economies had turned a corner. Our regional GDP Tracker nudged up slightly at the end of last year, while GDP figures for Taiwan... 30th January 2020 · 16 mins read
Asia Chart Pack Hong Kong’s troubles benefitting Singapore Singapore’s economy appears to be benefitting from tourists and business travellers shunning Hong Kong. Since the Hong Kong protests intensified in July, tourist arrivals to Singapore have picked up... 17th December 2019 · 15 mins read
Asia Chart Pack More stimulus on the way in Thailand Looser monetary and fiscal policy should help to drive a modest recovery in Thailand over the coming quarters, and we are revising our GDP growth forecast for next year up slightly. Figures released... 26th November 2019 · 15 mins read
