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
Asia Chart Pack Rate hikes to be the exception rather than the norm Malaysia and Pakistan have both hiked interest rates over the past week, and while the consensus and financial markets are expecting most other central banks in the region to tighten policy in 2018... 30th January 2018 · 1 min read
Asia Chart Pack Philippines: tax reforms a welcome step President Duterte of the Philippines is on Tuesday set to sign into law a major package of tax reforms which would mark his most important legislative achievement since coming to office 17 months ago... 18th December 2017 · 1 min read
Asia Chart Pack Growth rebounds, central banks turn more hawkish Economic growth across Emerging Asia rebounded strongly last quarter, with several countries, including Thailand, Singapore, Malaysia and Korea all growing at their fastest pace in a number of years... 21st November 2017 · 1 min read
Asia Chart Pack Malaysia’s budget won’t be a giveaway bonanza While Malaysia has made good progress in bringing down its budget deficit, there remains limited room for a pre-election giveaway in the 2018 budget, which is due to be announced on 27th October... 26th October 2017 · 1 min read
Asia Chart Pack Will tougher sanctions on North Korea work? The United Nations has agreed a new set of sanctions on North Korea, which while falling short of what was originally demanded by the US, constitute the strongest sanctions ever imposed on the country... 12th September 2017 · 1 min read
Asia Chart Pack Will other central banks follow Bank Indonesia? Despite the current subdued rates of inflation across most of Emerging Asia, we don’t expect many of the region’s central banks to copy Bank Indonesia, which yesterday surprised markets by cutting... 23rd August 2017 · 1 min read
Asia Chart Pack Korea minimum wage hike should boost consumption The announcement over the weekend that South Korea will be increasing its minimum wage by 16% next year represents a victory for President Moon Jae-in, who was elected on a pledge to boost incomes and... 17th July 2017 · 1 min read
Asia Chart Pack Asia well placed to withstand Fed interest rate hikes The US Fed looks almost certain to raise interest rates at its meeting later today. For most of Emerging Asia, higher rates in the US do not pose a major threat, even if the US Fed ends up hiking... 14th June 2017 · 1 min read
Asia Chart Pack Indonesia S&P upgrade long overdue The decision on Friday by the rating agency, S&P, to upgrade Indonesia to investment grade rating was long overdue. At under 30% of GDP, Indonesia has one of the lowest levels of government debt in... 19th May 2017 · 1 min read
Asia Chart Pack KORUS renegotiation on the cards Confirmation that the US is seeking to renegotiate but not scrap the Korea-US free trade agreement (KORUS) is the latest sign that President Trump’s bark, at least when it comes to trade, is turning... 19th April 2017 · 1 min read
Asia Chart Pack South Korea elections: key names to watch Political campaigning in South Korea ahead of presidential elections due on 9th May is now well underway. Given the extent of public anger against ousted former president Park Geun-hye and her ruling... 21st March 2017 · 1 min read
