Asia Economics Weekly What to expect in 2018 Economic growth across most of Emerging Asia has rebounded strongly over the past year on the back of a surge in exports. But will this strong growth continue next year? In our final Weekly of the... 21st December 2017 · 1 min read
Asia Economics Weekly Pakistan: Where next for the rupee? The fall in the Pakistani rupee over the past week has once again put the spotlight on the country’s precarious balance of payments position. Pakistan will soon be forced to either let the currency... 15th December 2017 · 1 min read
Asia Economics Weekly Weak infrastructure to remain a drag on growth prospects Many countries in South and South East Asia invest too little on infrastructure. Fiscal constraints mean the situation is unlikely to change anytime soon, with the result that poor infrastructure is... 8th December 2017 · 1 min read
Asia Economics Weekly Who will follow the Bank of Korea? The central banks in Asia most likely to follow the Bank of Korea over the coming year in raising interest rates are those of Malaysia, India and Pakistan. However, with the exception of Pakistan, the... 1st December 2017 · 1 min read
Asia Economics Weekly Growth rebounds, but inflation remains weak With Q3 GDP figures now published for most of the major economies in Emerging Asia, the region looks to have grown by 4.6% y/y in the third quarter – a full 1.5%-points faster than just 18 months ago... 24th November 2017 · 1 min read
Asia Economics Weekly Recovery in Thailand unlikely to lead to policy tightening Thailand’s economy has rebounded strongly over the past year, with Q3 GDP figures due to be published on Monday likely to show the country growing at its strongest pace in over four years. The... 17th November 2017 · 1 min read
Asia Economics Weekly Will regional trade agreements boost growth? Almost 10 months after Donald Trump pulled the US out of negotiations to set up the Trans-Pacific Partnership (TPP), ministers from the remaining 11 countries are trying to salvage something from the... 10th November 2017 · 1 min read
Asia Economics Weekly What to expect from Trump’s Asia trip Donald Trump’s priority during his upcoming trip to Asia is likely to be drumming up support for his hard-line stance in dealing with North Korea. But while this means he is likely to go soft on his... 3rd November 2017 · 1 min read
Asia Economics Weekly Investment could be a future weak spot for the Philippines The Philippines should remain one of the region’s fastest growing economies over the coming years. But with signs that the worsening political climate is starting to discourage investment, economic... 27th October 2017 · 1 min read
Asia Economics Weekly Indonesia’s Jokowi failing to deliver on reform Joko Widodo (commonly known as Jokowi) came to power three years ago promising to reinvigorate the struggling economy and raise growth to 7%. Despite some encouraging progress at the start of his... 20th October 2017 · 1 min read
Asia Economics Weekly How do our forecasts differ from the consensus and the IMF? For most countries, our forecasts are a little bit below those of both the consensus and the IMF. However, there are three economies, Hong Kong, the Philippines and Pakistan where we think other... 13th October 2017 · 1 min read
Asia Economics Weekly Singapore: MAS in no rush to tighten Given the subdued outlook for inflation, we think the Monetary Authority of Singapore (MAS) will leave its policy settings unchanged not just at next week’s meeting, but throughout 2018 as well. In... 6th October 2017 · 1 min read
Asia Economics Weekly Inflation to remain subdued, interest rates to stay low Whereas the consensus is expecting monetary policy in Emerging Asia to be tightened next year, we think central banks will be in little hurry to raise interest rates. One of the main reasons is the... 29th September 2017 · 1 min read
Asia Economics Weekly Bank of Thailand to resist pressure to cut interest rates The government is putting pressure on the Bank of Thailand (BoT) to cut interest rates in order to weaken the baht, which has been the best performing currency in Asia so far this year. The central... 22nd September 2017 · 1 min read
Asia Economics Weekly No need to worry about Fed and ECB policy normalisation The next stage of monetary policy normalisation in the developed world – balance sheet reduction by the US Fed, and the shift towards QE tapering in the euro-zone – will not have a major impact on... 15th September 2017 · 1 min read
Asia Economics Weekly Will Asian exports continue to grow strongly? Exports from Emerging Asia have rebounded strongly over the past year. Despite the protectionist threat from the US, exports should continue to expand at a decent pace. This in turn, should provide an... 8th September 2017 · 1 min read
