Asia Economics Update Manufacturing PMIs & Korea Trade (Jan.) The PMI data for Emerging Asia offered some encouraging signs but remained quite weak overall for most economies. While parts of the region are likely to see an improvement in activity, we expect... 1st February 2024 · 2 mins read
Asia Economics Update Monetary easing in Singapore likely in April The Monetary Authority of Singapore (MAS) kept monetary policy settings unchanged today but weaker growth and easing concerns about inflation are likely to prompt the central bank to loosen policy in... 29th January 2024 · 3 mins read
Asia Economics Update Sri Lanka: easing cycle not over yet The Central Bank of Sri Lanka left its deposit rate on hold (at 9.00%) today, and gave no hints at what its next move would be. However, with inflation set to remain low and growth likely to struggle... 23rd January 2024 · 2 mins read
Asset Allocation Update What Taiwan’s election could mean for markets This Update discusses how we think Taiwan’s election this weekend – which could be another flashpoint in Taiwan-China relations – might affect global equity markets, in aggregate and across some key... 12th January 2024 · 5 mins read
Asia Economics Update Dovish signals from the BoK supports case for early rate cuts The Bank of Korea left its policy rate on hold today (at 3.5%), but struck a more dovish tone than after previous meetings. With inflation on the way down and growth likely to struggle over the coming... 11th January 2024 · 3 mins read
Asia Economics Update What happens after Taiwan's election? China may respond to a victory for Tsai Ing-wen’s chosen successor in Saturday’s presidential election in Taiwan with stepped-up military drills. But any economic sanctions would almost certainly be... 10th January 2024 · 6 mins read
Climate Economics Update Clearing the air on the economics of pollution Given the thick smog covering parts of South Asia, forcing schools to shut down and disrupting activity, this Update takes a closer look into the economics of air pollution. In light of the... 8th January 2024 · 3 mins read
Asia Economics Update A guide to elections across Asia in 2024 In a busy electoral calendar, seven countries in Emerging Asia will go to the polls this year. The votes will have important implications for geopolitics (Taiwan), long-term economic reform prospects... 3rd January 2024 · 5 mins read
Asia Economics Update Manufacturing PMIs & Korean trade (December) The December PMIs for most economies in Emerging Asia stood well inside contractionary territory. The outlook for manufacturing in the region remains bleak in the near term as elevated inventory... 2nd January 2024 · 2 mins read
Asia Economics Update Vietnam: economic weakness to prompt rate cuts in 2024 GDP growth in Vietnam picked up in Q4 but this strength is unlikely to last if, as we expect, exports weaken and commercial banks pull back on lending in response to a sharp rise in non-performing... 29th December 2023 · 3 mins read
Asia Economics Update Taiwan election: 3.5% growth target is unachievable The front runner in Taiwan’s election, Lai Ching-te, is targeting economic growth of 3.5% if he wins the presidency. We think this will be out of reach. Although productivity growth should hold up... 13th December 2023 · 3 mins read
Asia Economics Update The implications of rising Philippines-China tensions Tensions between the Philippines and China have once again flared up in the South China Seas. However, the fact that the Philippines is not closely integrated into China’s economy means the economic... 11th December 2023 · 3 mins read
Asia Economics Update Manufacturing PMIs & Korean trade(November) The November PMIs for Emerging Asia generally nudged up a touch but remained weak overall. The outlook for manufacturing sector in the region remains bleak in the near term as elevated inventory... 1st December 2023 · 2 mins read
Global Economics Update Key risks for 2024 In this Global Economics Update, we describe eight of the biggest risks to our economic forecasts for 2024. The unusual nature of this cycle and uncertainties surrounding the transmission of monetary... 30th November 2023 · 6 mins read
Asia Economics Update Korea: rate cuts likely in mid-2024 The Bank of Korea (BoK) today left its policy rate unchanged (at 3.5%) for a seventh consecutive meeting, and hinted that interest rates would remain elevated as it continues to clamp down on... 30th November 2023 · 3 mins read
Asia Economics Update Malaysia: Anwar failing to make progress on reform One year into his premiership, Anwar Ibrahim has made very limited progress on his key reform objectives. Given his weak position in parliament, we don’t anticipate this will change anytime soon, and... 22nd November 2023 · 3 mins read
