Asia Economics Update Who is most at risk from a sharp slowdown in China? Weaker growth in China is already weighing on exports from the rest of Asia, and a further slowdown in the economy is one of the biggest risks clouding the outlook for the rest of the region. A slump... 22nd January 2019 · 1 min read
Asia Economics Update Indonesia: monetary policy outlook depends on rupiah Bank Indonesia (BI) today left its policy rate unchanged for a second consecutive meeting, while there was nothing in the central bank’s statement to suggest that further rate hikes are imminent... 17th January 2019 · 1 min read
Asia Economics Update Korea: Minimum wage hike to weigh on growth A further sharp rise in the minimum wage in Korea at the start of this month is likely to drag heavily on the labour market again this year, further holding back employment growth and household... 8th January 2019 · 1 min read
Asia Economics Update A guide to elections in 2019 In this Update we take a look at the important elections that are set to take place across Emerging Asia over the coming year, assessing the implications for policymaking and economic growth. 7th January 2019 · 1 min read
Asia Economics Update Taiwan: rates to be left unchanged next year Taiwan’s central bank (CBC) today left its policy rate on hold at 1.375% and gave little indication in its accompanying statement that it is in any hurry to adjust its policy setting anytime soon. We... 20th December 2018 · 1 min read
Asia Economics Update Bank Indonesia set to raise interest rates next year Today’s decision by Bank Indonesia (BI) to leave interest rates unchanged at 6.0% is unlikely to mark the end of the tightening cycle given the likelihood of further falls in the rupiah over the... 20th December 2018 · 1 min read
Asia Economics Update No further tightening likely in Thailand Today’s rate hike by the Bank of Thailand (BoT) is unlikely to mark the start of a prolonged tightening cycle. In fact, with growth likely to slow in 2019 and inflation set to remain very weak, we... 19th December 2018 · 1 min read
Asia Economics Update Philippines central bank: next move to be a cut The central bank in the Philippines (BSP) left interest rates unchanged today, but with inflation set to fall back sharply over the coming months and policymakers sounding increasingly dovish on the... 13th December 2018 · 1 min read
Asia Economics Update Sri Lanka political crisis: growth to slow, rates to rise With the political crisis in Sri Lanka showing no sign of coming to an end, we are changing our GDP growth and interest rate forecasts for next year. 12th December 2018 · 1 min read
Asia Economics Update Are risks brewing in Korea’s housing market? A surge in lending to the property sector and booming prices in the capital, Seoul, are unlikely to cause serious problems for Korea’s economy. 12th December 2018 · 1 min read
Asia Economics Update Thailand: election will not improve long-run outlook Even if a general election that has now been confirmed for 24th February passes smoothly, political uncertainty is likely to remain a drag on Thailand’s prospects. 11th December 2018 · 1 min read
Asia Economics Update Pakistan: external position improving but growth to slow The collapse in the rupee and an aggressive tightening of monetary policy is leading to a welcome fall in Pakistan’s external imbalances. However, with most of the adjustment taking place through a... 5th December 2018 · 1 min read
Asia Economics Update Korea: rate hikes next year look unlikely While the Bank of Korea (BoK) hiked its policy rate today for the first time in a year, this is unlikely to mark the start of a tightening cycle. 30th November 2018 · 1 min read
Asia Economics Update Chinese investment could make problems worse By seeking closer ties and increased investment from China, President Duterte of the Philippines risks repeating the mistakes made by other countries in the region. With the current account deficit... 22nd November 2018 · 1 min read
Asia Economics Update What next for Asian growth? Growth slowed significantly in Emerging Asia last year, and is likely to remain fairly subdued over the coming year, with looser fiscal policy unlikely to offset the drag from weaker global demand and... 21st November 2018 · 1 min read
Asia Economics Update Further rate hikes likely in Indonesia Today’s surprise 25 basis point interest rate hike by Bank Indonesia (BI) clearly indicates that the central bank’s main focus will be on supporting the currency and reducing the country’s external... 15th November 2018 · 1 min read