Asia Chart Pack Who is winning the trade war? With the trade war between the US and China continuing to escalate, a clear winner is starting to emerge: Vietnam. Since around the middle of last year, Vietnam’s exports to the US have shot up by... 29th May 2019 · 1 min read
Asia Chart Pack Why does Indonesia want to move its capital city? There are good reasons why Indonesia wants to move its capital city away from Jakarta, but any move faces significant obstacles. The main reason for wanting to move is that Jakarta is sinking... 30th April 2019 · 1 min read
Asia Chart Pack Malaysia’s central bank hints at rate cuts Malaysia’s central bank (BNM) today dropped its clearest hint yet that interest rate cuts are on the way after it lowered its growth forecasts for this year and pledged that monetary policy would be... 27th March 2019 · 1 min read
Asia Chart Pack Thai baht continues to strengthen despite political risks The possibility of political unrest ahead of Thailand’s election next month is one of the key risks facing the economy, but so far at least, the uncertainty is having little impact on the currency... 21st February 2019 · 1 min read
Asia Chart Pack Central banks sounding more dovish Following a flurry of interest rate hikes towards the end of last year, policymakers in Emerging Asia have struck a more dovish tone in recent weeks. The central banks of Indonesia, Korea and Malaysia... 29th January 2019 · 1 min read
Asia Chart Pack Philippines: current account deficit hits record in Q3 One of the key risks to the Philippines over the coming year is a further widening of the current account deficit. Data released earlier in the week showed the deficit widened to 3.0% of GDP in the... 18th December 2018 · 1 min read
Asia Chart Pack The Philippines to gain from lower oil prices Most countries in the region are net oil importers (Malaysia is the key exception) and should gain from the recent drop in oil prices, with the Philippines likely to be among the biggest beneficiaries... 27th November 2018 · 1 min read
Asia Chart Pack Crisis in Sri Lanka is bad news for the economy The current political crisis in Sri Lanka, which has seen the country’s president, Maithripala Sirisena, replace Prime Minister Ranil Wickremesinghe with former President Mahinda Rajapaksa, comes at a... 31st October 2018 · 1 min read
Asia Chart Pack Election campaigning gets underway in Indonesia Campaigning ahead of next April’s presidential election in Indonesia officially got underway at the weekend, with President Joko Widodo (also known as Jokowi) set to take on former general, Prabowo... 24th September 2018 · 1 min read
Asia Chart Pack Asian currencies remain resilient Asian currencies have continued to hold up pretty well over the past few weeks despite the turmoil in EM currency markets. Since the start of August, the Korean won and the Thai baht have actually... 30th August 2018 · 1 min read
Asia Chart Pack What next for the Pakistani rupee? The rebound in the Pakistani rupee, which has gained around 4% against the US dollar since last week’s election, is likely to prove fleeting. The exact trigger behind the surprise jump in the currency... 31st July 2018 · 1 min read
Asia Chart Pack Asian markets take a beating on trade war fears Rising US-China trade tensions, fears over the outlook for China’s domestic economy and the uncertain outlook over US monetary policy have all weighed heavily on the region’s financial markets over... 28th June 2018 · 1 min read
Asia Chart Pack Heightened uncertainty in Malaysia post-election In a massive political upset, the incumbent Barisan Nasional (BN) coalition led by Najib Razak was ousted by a resurgent opposition led by former Prime Minister Mahathir Mohamad in Malaysia’s 14 th... 28th May 2018 · 1 min read
Asia Chart Pack Markets recover as fears of imminent trade war recede Equity markets across Emerging Asia have bounced back a little since early April as fears of an imminent trade war between the US and China have receded. The decision by the US Treasury not to label... 17th April 2018 · 1 min read
Asia Chart Pack Emerging Asia not turning its back on free trade Less than a week after the official launch of the 11-country Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) at a ceremony in Chile, other countries are already queuing... 14th March 2018 · 1 min read
Asia Chart Pack Growth slows in Q4, further weakness ahead With most countries in the region now having reported GDP figures for Q4, we estimate that aggregate growth in Emerging Asia (excluding China and India) came in at 4.4% y/y last quarter. While this... 22nd February 2018 · 1 min read
