Asia Economics Focus Domestic problems start to mount A pick-up in exports should help lift growth in Emerging Asia (excluding China and India) to a seven-year high this year, but mounting domestic headwinds mean growth is likely to slow in 2018. 5th July 2017 · 1 min read
Asia Economics Focus Assessing the impact of a war in Korea The most important impact of a full-scale conflict on the Korean peninsula would be a massive loss of life. But there would also be significant economic consequences. In this Focus we discuss the... 17th May 2017 · 1 min read
Asia Economics Focus Will Korea’s election put the economy on a new path? In addition to the growing geopolitical crisis on the Korean Peninsula, South Korea’s next president, who will be elected on 9 th May, will face a mounting number of economic challenges, including... 4th May 2017 · 1 min read
Asia Economics Focus Bangladesh: The next Asian Tiger? Bangladesh has been one of the region’s top performing economies in recent years, but it is still someway short of meeting the government’s 8% growth target. If Bangladesh is to replicate the success... 3rd April 2017 · 1 min read
Asia Economics Focus Can manufacturing revive growth in Indonesia? A strong manufacturing sector would go some way to reviving the economic fortunes of Indonesia. However, the challenges are formidable, and unless more progress is made on liberalising the labour... 2nd February 2017 · 1 min read
Asia Economics Focus Time to worry about a foreign currency debt crisis in Asia? The sharp rise in the US dollar since Donald Trump’s election victory has led to renewed concerns over the rapid build-up in foreign currency (FX) debt in Emerging Asia. For most countries, FX debt... 5th December 2016 · 1 min read
Asia Economics Focus Household debt mountain to weigh on Asian consumers A surge in household borrowing has provided a key support to economic growth across large parts of Emerging Asia over the past few years. Worst case scenarios of a financial crisis are unlikely to... 3rd November 2016 · 1 min read
Asia Economics Focus Is the Philippines overheating? Rapid economic growth, surging imports and strong credit growth have fuelled fears that the Philippines is overheating and that the central bank will be soon be forced to hike interest rates to bring... 5th September 2016 · 1 min read
Asia Economics Focus Is the worst over for Indonesia and Malaysia? Economic growth in Malaysia and Indonesia has slowed markedly over the past couple of years. While we think the worst is now over for the region’s two main commodity producers, a strong rebound is... 2nd August 2016 · 1 min read
Asia Economics Focus Domestic strength can’t keep propping up Emerging Asia Economic growth in Emerging Asia has remained remarkably steady over the past year, even as export demand has stalled. However, policy support and lower oil prices will not continue to prop up... 2nd June 2016 · 1 min read
Asia Economics Focus Can Tsai rescue Taiwan’s economy? When Tsai Ing-wen takes over as Taiwan’s next president on 20th May she will inherit an economy that is struggling in the face of falling property prices, rising competition from Chinese companies and... 17th May 2016 · 1 min read
Asia Economics Focus Will the Philippines continue to grow strongly after Aquino? Much is at stake as the Philippines prepares to go to the polls on 9th May. The current president, Benigno Aquino, who is forbidden from standing again, deserves much of the credit for turning the... 5th April 2016 · 1 min read
Asia Economics Focus Life in the slow lane for Asia’s Tiger economies With productivity slowing and working age populations set to fall sharply, economic growth in Hong Kong, Singapore, Taiwan and Korea is likely to average little more than 2% over the coming years... 8th March 2016 · 1 min read
Asia Economics Focus Can Thailand move out of the slow lane? Thailand’s economy has had a disappointing decade, partly reflecting the economic costs of prolonged political conflict. The military-backed government’s recent efforts to address Thailand’s... 5th January 2016 · 1 min read
Asia Economics Focus Should we worry about money flooding out of Asia? A large amount of capital has flowed into Asia in recent years but the risks posed by these inflows are generally exaggerated. Asian central banks have mopped up net inflows and recycled them into... 14th December 2015 · 1 min read
Asia Economics Focus Winners and losers from slower growth in China The combination of slowing investment alongside continued strong consumption growth in China is having a major impact on the pattern of growth in the rest of Asia. Hong Kong and Vietnam have been the... 7th December 2015 · 1 min read
