Asia Economics Focus How will Singapore fare in a US recession? The diversification of Singapore’s exports base and a much healthier outlook for domestic demand should help the city state to avoid recession this year, despite the downturn in the US. 21st May 2008 · 1 min read
Asia Economics Focus Can Asia sustain its growth momentum? We believe that the rapidly developing Asian economies will be able to continue growing strongly even as the US slows. Asian economies are closely enough linked to the US such that there will... 20th May 2008 · 1 min read
Asia Economics Focus Has Asia really escaped the subprime crisis? The Asian financial system has so far proved to be fairly resilient to the US subprime crisis. Asian exposure to opaque asset-backed securities has been well below that of other (primarily Western)... 7th May 2008 · 1 min read
Asia Economics Focus What role can fiscal policy play in rebalancing China's economy? Fiscal policy could make a significant contribution to reducing China’s massive current account surplus, though discussion of rebalancing often overlooks its potential. The government has the... 17th April 2008 · 1 min read
Asia Economics Focus What next for the renminbi? We expect the renminbi to rise by around 15% against the dollar this year (taking it to 6.20 yuan/$) and another 10% in 2009 (to 5.60). The faster pace of appreciation over the last few months has... 1st April 2008 · 1 min read
Asia Economics Focus Has Indonesia turned a corner? Indonesia has come a long way since the Asian crisis of 1997-98, but for the most part of this last decade it has been a story of underperformance. With appropriate macroeconomic policies and further... 11th February 2008 · 1 min read
Asia Economics Focus How will emerging Asia fare as the West slows? The recent strong performance of emerging Asian economies is likely to be severely tested by a USled global slowdown in the next year or two. However, provided the US avoids an outright recession (as... 26th November 2007 · 1 min read
Asia Economics Focus Could Vietnam eventually eclipse Thailand? We are upbeat about Vietnam’s long-term prospects. The country’s relatively low level of GDP per capita and recent accession to the World Trade Organisation mean that it can expect to experience an... 22nd May 2007 · 1 min read
Asia Economics Focus What should we expect from the US-China dialogue? The second meeting of the US-China Strategic and Economic Dialogue this week will be a test of US Treasury Secretary Paulson’s non-confrontational approach with China. We think he will be hard-pressed... 21st May 2007 · 1 min read
Asia Economics Focus How worried should we be about Chinese stock markets? China’s stock markets are overvalued but perhaps not by as much as recent gains would suggest. The equity boom started when valuations were at a low level and, although shares now look pricey compared... 10th May 2007 · 1 min read
Asia Economics Focus Japanese rates on hold until August, but risks still on the upside 27th April 2007 · 1 min read
Asia Economics Focus Is the leading indicator a reliable signal of recession in Japan? 18th April 2007 · 1 min read
Asia Economics Focus What have we learned from China's National People's Congress? 16th March 2007 · 1 min read
