Asia Economics Focus Myanmar: Asian Tiger or basket case? A slumping currency, down by a fifth since the start of the year, a dreadful business environment, and an uncertain security situation are some of the challenges facing Myanmar as it prepares to go to... 29th October 2015 · 1 min read
Asia Economics Focus Can Malaysia ride out challenging times? Malaysia faces a number of challenges over the coming years, not least in adjusting to lower commodity prices. But there are reasons to think the economy will hold up relatively well and, while it is... 13th October 2015 · 1 min read
Asia Economics Focus The Philippines needs to invest more Economic growth across large parts of Emerging Asia has slowed over the past couple of years. One important exception to this trend is the Philippines, where a strong recent performance has raised... 23rd September 2015 · 1 min read
Asia Economics Focus Will ASEAN take China’s place as the workshop of the world? We see little prospect of ASEAN transforming itself into the kind of single market and production base that would allow it to challenge China as the manufacturing workshop of the world. Nevertheless... 19th August 2015 · 1 min read
Asia Economics Focus Why has Thailand’s export growth been so weak? Thailand has struggled with disappointing export growth over the past couple of years, with subdued global demand and real exchange rate appreciation only telling part of the story. Other factors such... 8th July 2015 · 1 min read
Asia Economics Focus Bubbles, basket cases and rising stars The economic outlook for Emerging Asia over the next few years varies considerably from one country to the next. Years of loose monetary policy in the region’s wealthy economies have led to the... 3rd July 2015 · 1 min read
Asia Economics Focus Could Asia be suffering from “bad” deflation after all? A handful of Asian economies have been experiencing deflation for several months now, leading some commentators to suggest that a lasting and damaging period of falling prices lies ahead. However, we... 23rd June 2015 · 1 min read
Asia Economics Focus Is a household debt crisis brewing in Korea? The sharp rise in household credit growth in recent months has exacerbated fears about Korea’s already-high household debt level. While financial stability risks should remain contained in the near... 25th May 2015 · 1 min read
Asia Economics Focus Remittances to help keep the Philippines out of the firing line One of the reasons for our positive view on the Philippines is the important role that remittances play in the economy. Not only do remittances provide a useful support to economic growth but, by... 21st May 2015 · 1 min read
Asia Economics Focus How useful are Asia’s manufacturing PMIs? Asia’s manufacturing PMIs are closely watched as some of the most timely gauges of the region’s economic performance. In places such as China, Korea and Taiwan, we find that the PMIs are effective... 28th November 2014 · 1 min read
Asia Economics Focus The Asian consumer growth story is far from over Some of the world’s fastest growing consumer markets over the next couple of decades are likely to be in Emerging Asia. Prospect are best in China, India and the Philippines, where rapid income growth... 12th November 2014 · 1 min read
Asia Economics Focus What can India's policymakers do to kick-start growth? The new government’s emphatic election victory in May has lifted some of the gloom that has hung over India’s economy in recent years. We see a number of ways in which the country’s new leaders can... 23rd July 2014 · 1 min read
Asia Economics Focus Will urbanisation continue to drive growth in Asia? Urbanisation has been an important growth driver for Asian economies over the past few decades. With the proportion of the population living in urban areas still below 50% in many Asian countries... 26th May 2014 · 1 min read
China Economics Focus A Chinese hard landing: Which Asian countries are most at risk? A hard landing in China’s economy is one of the biggest risks clouding the outlook for the rest of Emerging Asia. A slump in Chinese demand would hurt economies with close trade links to China, with... 15th April 2014 · 1 min read
Asia Economics Focus A Chinese hard landing: Which Asian countries are most at risk? A hard landing in China’s economy is one of the biggest risks clouding the outlook for the rest of Emerging Asia. A slump in Chinese demand would hurt economies with close trade links to China, with... 15th April 2014 · 1 min read
Asia Economics Focus Can the Philippines become a manufacturing powerhouse? The Philippines has been making good progress in developing a competitive manufacturing sector. Low wages, the relocation of labour-intensive manufacturing from China, and recent improvements to the... 24th March 2014 · 1 min read
