Asia Economics Weekly Myanmar: A six month progress report In the six months since Myanmar’s new civilian government took power, it has made a decent start in addressing some of the country’s problems. However, Myanmar will not fulfil its potential unless the... 23rd September 2016 · 1 min read
Asia Economics Weekly Baht not to blame for Thailand’s export woes Recent claims by Thai exporters and policymakers that a “strong” baht is to blame for the country’s poor export performance are wrong. The baht does not look strong relative to the currencies of its... 16th September 2016 · 1 min read
Asia Economics Weekly ASEAN still struggling for purpose The Association of South East Asian Nations (ASEAN), which has just concluded its annual meeting in Laos, has little chance of becoming the kind of single market and production base which could one... 9th September 2016 · 1 min read
Asia Economics Weekly How big a threat is Zika to Singapore? The outbreak of the Zika virus in Singapore has dominated local headlines, but while it is an important public health issue the economic impact will be limited. 2nd September 2016 · 1 min read
Asia Economics Weekly The dangers of decoupling Economic growth across Emerging Asia accelerated last quarter, as strong domestic demand compensated for weak exports. But while this “decoupling” has enabled Emerging Asia to shrug-off the weakness... 26th August 2016 · 1 min read
Asia Economics Weekly Export struggles to continue The recent improvement in export performance across Emerging Asia owes more to the fading effects of the collapse in commodity prices on export values than a recovery in underlying demand. We expect... 19th August 2016 · 1 min read
Asia Economics Weekly Will further rate cuts make a difference in Indonesia? Given the current backdrop of weak growth, low inflation and a stable currency, Bank Indonesia is likely to cut its new policy rate, the seven-day reverse repo rate, at its upcoming meeting. But more... 12th August 2016 · 1 min read
Asia Economics Weekly Referendum won’t solve Thailand’s problems Thailand’s upcoming referendum on a new constitution is unlikely to provide a lasting solution to the country’s political problems, and there is a real risk that tensions could once again flare up... 5th August 2016 · 1 min read
Asia Economics Weekly Is Pakistan ready for life without the IMF? Pakistan’s three-year arrangement with the IMF comes to an end next month. An improvement in the external position means it is unlikely that there will be any immediate problems, but the IMF does... 29th July 2016 · 1 min read
Asia Economics Weekly Taiwan's struggles to continue Second quarter GDP figures for Taiwan, due to be published over the coming week, are likelyto show the economy remains very weak. With subdued global demand continuing to drag onexports, the property... 22nd July 2016 · 1 min read
Asia Economics Weekly What to expect from Emerging Asia in 2017-18 Loose monetary policy should help to limit downside risks to economic growth over the coming months across most of Emerging Asia, but further ahead we expect regional growth to slow. Much of this... 15th July 2016 · 1 min read
Asia Economics Weekly What options does Taiwan’s central bank have left? Taiwan’s central bank is running out of good options as it looks to boost an economy which has struggled badly over the past year. We see little prospect of a decent recovery in the coming quarters. 8th July 2016 · 1 min read
Asia Economics Weekly China’s move up the value chain – what it means for Korea China’s move up the value chain is proving a major challenge for Korean exporters. Poor export prospects are just one reason why we expect Korea’s economy to struggle over the next few years. 1st July 2016 · 1 min read
Asia Economics Weekly What will the Philippines look like under Duterte? Rodrigo Duterte, who will become the next president of the Philippines on 30 th June, will take over an economy in good health. We believe the foundations are in place for growth to remain strong, but... 24th June 2016 · 1 min read
Asia Economics Weekly Asian consumers facing growing headwinds Consumer spending has grown at a steady pace across Emerging Asia over the past few years, comfortably outperforming other EM regions. Spending should continue to grow at a decent pace in most... 17th June 2016 · 1 min read
Asia Economics Weekly Should Asia worry about Brexit? The referendum on Britain leaving the EU has dominated international headlines over the last week, with some commentators warning that a “Brexit” would have significant implications well beyond Europe... 10th June 2016 · 1 min read
