Asia Economics Weekly Rupiah rebound unlikely to prompt immediate rate cuts The rebound in the Indonesian rupiah over the past week is unlikely to be enough to persuade Bank Indonesia to cut interest rates at its meeting on Thursday. But provided the recent rally does not go... 9th October 2015 · 1 min read
Asia Economics Weekly Singapore to opt against policy loosening Singapore should emerge from its recent bout of deflation toward the end of the year. Given this, we think that the Monetary Authority of Singapore (MAS) will opt against loosening policy at its bi... 2nd October 2015 · 1 min read
Asia Economics Weekly Vietnam – a rare bright spot At a time when growth in most of Emerging Asia is slowing, Vietnam stands out as one of the region’s few bright spots. Although we expect the country’s strong performance to continue over the next... 25th September 2015 · 1 min read
Asia Economics Weekly Signs of improvement in Indonesia After a disappointing first ten months to Joko Widodo’s presidency, there are encouraging signs that policymaking in Indonesia is finally starting to improve. However, we will need to see further... 18th September 2015 · 1 min read
Asia Economics Weekly Why have exports been so weak? The slump in commodity prices accounts for most of the decline in Asian exports this year, even in countries which are not major commodity exporters. 11th September 2015 · 1 min read
Asia Economics Weekly Major challenges await Singapore after the election Singapore is holding a general election on 11th September and there is little doubt that the People’s Action Party (PAP) will once again be returned to power. Nevertheless, the PAP will want to... 4th September 2015 · 1 min read
Asia Economics Weekly Asia to recover from disappointing second quarter The first contraction in exports since the global financial crisis dragged down growth in Emerging Asia to its lowest in over three years last quarter. However, we expect a turn around over the coming... 28th August 2015 · 1 min read
Asia Economics Weekly Why comparisons with the Asian financial crisis are wrong The recent tumble in Asian currencies has given rise to concerns that the region could be onthe brink of a repeat of the Asian financial crisis. In general, these suggestions are over the top.There... 21st August 2015 · 1 min read
Asia Economics Weekly Another look at Asia’s exposure to China The last week has been dominated by concerns that the People’s Bank of China was embarking on a competitive devaluation of the renminbi and fears that the Chinese economy might be heading for a “hard... 17th August 2015 · 1 min read
Asia Economics Weekly Singapore at 50: facing life after the miracle As Singapore celebrates its 50th anniversary since independence on 9th August, it can look back on a half-century in which it achieved enormous economic success. However, the country goes into its... 7th August 2015 · 1 min read
Asia Economics Weekly Time to worry about currency weakness? Asian currencies have fallen again over the past week, with a number now at multi-year low sagainst the US dollar. With the exception of Malaysia, where US dollar debt is high, currency weakness is... 31st July 2015 · 1 min read
Asia Economics Weekly Taiwan-China trade agreements are not a big deal There is concern among some parts of Taiwan’s business community that a cooler stance toward China under the next government could hurt the economy. However, closer relations between China and Taiwan... 24th July 2015 · 1 min read
Asia Economics Weekly What to expect from Asia in 2017 In our Q3 Emerging Asia Outlook, which was published on Thursday, we rolled out our forecasts to include 2017. This Weekly looks in more detail at the region’s growth prospects for the year after next... 17th July 2015 · 1 min read
Asia Economics Weekly Property price bubbles a threat Property in both Hong Kong and Taiwan looks significantly overvalued. A slump in prices is one of the major risks for these economies over the coming year. 10th July 2015 · 1 min read
Asia Economics Weekly Is there an end in sight to the export slowdown? Emerging Asia’s exports have continued to disappoint over recent months. The downturn can be explained partly by falling commodity prices and currency effects. However, weak global demand has also... 3rd July 2015 · 1 min read
Asia Economics Weekly Ringgit weakness to deter policy loosening in Malaysia The Malaysian ringgit has been Emerging Asia’s worst-performing major currency over the pastyear. While a weak ringgit should bolster Malaysia’s exports, it also poses a threat to financialstability... 26th June 2015 · 1 min read