Asia Data Response Korea GDP (Q1, provisional) Korea’s economic recovery regained momentum in Q1, adding weight to our above-consensus growth forecast of 5% for 2021. Loose fiscal policy and strong export demand should continue to support the... 27th April 2021 · 3 mins read
Asia Data Response Korea Trade (1st – 20th Apr.) Korean export values look set to remain well above pre-crisis levels in April, and a buoyant external sector will continue to prop up GDP even as the virus weighs on domestic consumption. 21st April 2021 · 2 mins read
Asia Data Response Korea Trade (1st – 10th Apr.) Korean export values dipped at the start of April, but we wouldn’t read too much into it – the 10-day data can be volatile and, in any case, exports remain well above their pre-crisis level. 12th April 2021 · 2 mins read
Asia Data Response Manufacturing PMIs (Mar.) March PMI readings suggest that manufacturing sectors improved further in most places in Asia. Global demand for electronics should continue to support the sector for the next few months. 1st April 2021 · 2 mins read
Asia Data Response Vietnam GDP (Q1) Vietnam’s economy lost a little momentum in the first quarter due to a renewed virus outbreak, but with the latest wave quashed and most restrictions now lifted, the economy should bounce back... 29th March 2021 · 3 mins read
Asia Data Response Korea Trade (1st – 20th Mar.) Korea’s external sector looks to have had its strongest quarter since 2018 and with semiconductor demand set to remain elevated in the short term, exports are likely to continue to provide an... 22nd March 2021 · 2 mins read
Asia Data Response Korea Trade (1st – 10th Mar.) Korean trade data suggest that the external sector will have its strongest quarter since 2018. With semiconductor demand set to remain elevated, at least in the short term, exports are likely to... 11th March 2021 · 2 mins read
Asia Data Response Manufacturing PMIs (Feb.) February PMI readings suggest that manufacturing sectors improved further in most places in Asia. Global demand for electronics should continue to support the sector for at least the next few months. 2nd March 2021 · 2 mins read
Asia Data Response Korea Trade (Feb. 2021) Korean export values were close to a record high last month, and the external sector should provide another boost to GDP growth this quarter. 1st March 2021 · 2 mins read
Asia Data Response Korea Trade (1st – 20th Feb.) Korean exports are performing very strongly so far this month, even accounting for the seasonal distortions from the Lunar New Year. This strength is likely to continue in the short term at least, as... 22nd February 2021 · 2 mins read
Asia Data Response Singapore GDP (Q4, Revised) Revised Q4 GDP data show that Singapore’s economy rebounded more strongly than first thought at the end of 2020. Buoyant global demand for electronics and pharmaceuticals and strong fiscal support... 15th February 2021 · 3 mins read
Asia Data Response Thailand GDP (Q4) Thailand’s economic recovery slowed in the final quarter of last year, and the worsening prospects for the tourism industry mean we are cutting our GDP growth forecast for 2021 from 6.0% to 4.5%. 15th February 2021 · 3 mins read
Asia Data Response Malaysia GDP (Q4. 2020) Malaysia’s economy shrank in Q4 due to a large second wave of the virus and is likely to have contracted much more sharply at the start of 2021. The economy should soon begin to recover again now that... 11th February 2021 · 3 mins read
Asia Data Response Indonesia GDP (Q4) The contraction in Indonesian GDP eased slightly again at the end of last year, but a failure to control the virus means the recovery is likely to be slow and fitful in the quarters ahead. 5th February 2021 · 3 mins read
Asia Data Response Philippines CPI (Jan.) Inflation broke through the upper boundary of the central Bank’s target range for the first time in two years in January and is likely to lead the Bank to pause its easing cycle. But with price... 5th February 2021 · 2 mins read
Asia Data Response Korea Trade (Jan.) Korean exports remain elevated at the start of this year, buoyed by shipments of electronics and autos. While some of this strength may fade later in the year, Korea’s external sector is still set for... 1st February 2021 · 2 mins read