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
Asia Economics Focus Thailand's political crisis and its economic implications Thailand has been mired in a political crisis since November last year which continues to show no clear sign of resolution. The prolonged impasse has disrupted economic activity and is hurting the... 20th February 2014 · 1 min read
Asia Economics Focus Credit slowdown set to weigh on Thailand’s growth Thailand’s economic growth since the global financial crisis has been supported by an unsustainable surge in credit. Cooling this credit boom is essential to avoid a future crisis but, as this happens... 19th September 2013 · 1 min read
Asia Economics Focus How vulnerable is Asia to capital outflows? Financial markets in Asia have continued to suffer this week but we continue to believe that the region will weather the storm. Vulnerabilities are highest in India. Elsewhere though, even a large... 29th August 2013 · 1 min read
China Economics Focus Asia’s diverging growth prospects China’s Q2 GDP data underline the extent to which Asia’s economic landscape has shifted. We expect growth in China to continue to slow over the next couple of years. For India, the worst of the... 17th July 2013 · 1 min read
Asia Economics Focus The winners and losers from China's rise China has come to play a key role as an assembly hub at the centre of increasingly sophisticated supply chain networks. For the rest of Asia, the main winners from this process have been those... 8th April 2013 · 1 min read
Asia Economics Focus Can Indonesia grow by 8%? Indonesia has seen a dramatic improvement in its economic performance over the past decade, thanks mainly to rapid investment growth. The government is trying to raise the economy’s potential growth... 7th January 2013 · 1 min read
China Economics Focus Is rapid credit growth in Asia something to be worried about? For emerging Asia as a whole, private sector credit as a share of GDP has surged over the past few years and is now at an all-time high, leading some commentators to suggest that the region could be... 1st November 2012 · 1 min read
Asia Economics Focus Is Indonesia overheating? Rapid economic growth, coupled with strong credit expansion and a worsening current account have led to fears among some commentators that Indonesia’s economy is overheating, and that the central bank... 1st October 2012 · 1 min read
Asia Economics Focus Demographics will not determine Asia’s future Demographic trends are turning much less favourable in many countries across Asia. Nevertheless, this is unlikely to be the end of the region’s growth miracle that many commentators have claimed it... 3rd September 2012 · 1 min read
Asia Economics Focus How would a hard landing in China affect Australia? In the event of a hard landing in China, Australia would suffer a sharp fall in exports to its biggest trading partner. Global commodity prices would tumble given China’s importance for commodity... 3rd April 2012 · 1 min read
