Asia Economics Weekly How bad is the outlook for Indian growth? India’s economy has slowed abruptly in the past few months and now faces a downturn comparable to that of 2008-09. However, a big difference is that the authorities now have much less scope for policy... 26th December 2011 · 1 min read
Asia Economics Weekly Indonesia's upgrade highlights improved outlook In a good week for Indonesia, Fitch upgraded the country’s long-term sovereign debt rating to investment grade on Thursday and parliament passed a long-awaited land acquisition bill on Friday. Both... 19th December 2011 · 1 min read
Asia Economics Weekly Will the Philippines continue to disappoint? The main cause of its weak performance has been low investment. Demographic factors should push the savings rate higher over the next decade, which should in turn support stronger investment and... 12th December 2011 · 1 min read
Asia Economics Weekly Asian currencies to remain undervalued Most Asian currencies looked weak even before the falls of the past few months. We expect them to fall further over the coming year as the euro-zone crisis intensifies. And even when global risk... 5th December 2011 · 1 min read
Asia Economics Weekly How well will domestic demand hold up? Hopes that Asia had de-coupled from the rest of the world were dashed during the 2008-09 global crisis, as domestic demand fell almost as sharply as exports. However, there are good reasons to expect... 28th November 2011 · 1 min read
Asia Economics Weekly Recent free-trade initiatives are over-hyped The goal of the Association of South East Asian Nations (ASEAN) of establishing a fully-integrated economic community by 2015, with complete free flow of goods, services and investment, is likely to... 21st November 2011 · 1 min read
Asia Economics Weekly How important are remittances for emerging Asia? Concern is growing that the ongoing debt problems in the euro-zone could lead to another global financial and economic crisis. Remittances should provide a relatively stable source of income... 14th November 2011 · 1 min read
Asia Economics Weekly Assessing the fallout from Thailand's flood disaster Thailand’s flood situation deteriorated in early November, with water breaking through defences and flowing further into Bangkok and its surrounding provinces. Agriculture, manufacturing and tourism... 7th November 2011 · 1 min read
Asia Economics Weekly How vulnerable is Asia to another financial crisis? Despite the deal agreed by European leaders last week, we are far from sanguine about prospects for the euro-zone and expect further turmoil in global financial markets. In the event of another... 31st October 2011 · 1 min read
Asia Economics Weekly Exporters start to struggle Supply-chain disruptions and weak demand for electronics had pulled down export growth in emerging Asia even before worries about the global outlook intensified recently. But exports have fared well... 25th October 2011 · 1 min read
Asia Economics Weekly Does Asia still have fiscal firepower? Governments in Malaysia and the Philippines have recently announced big increases in spending to support their economies. But in the event that the developed world slips back into recession, not every... 18th October 2011 · 1 min read
Asia Economics Weekly Falling inflation will provide a welcome boost Inflation appears to have peaked in most of emerging Asia, opening the door for rate cuts across much of the region next year. In this week’s key events, policy rate decisions from Sri Lanka... 11th October 2011 · 1 min read
Asia Economics Weekly Rapid credit growth in Asia is a concern Private sector credit growth across emerging Asia has accelerated sharply since the economic recovery began in mid-2009. With domestic private sector credit as a share of GDP in emerging Asia at an... 4th October 2011 · 1 min read
Asia Economics Weekly What lies ahead for Asia’s currencies? Asia’s currencies have fallen sharply against the US dollar this month and we expect the downward pressure to continue in the near term. However, once the global financial situation starts to... 27th September 2011 · 1 min read
Asia Economics Weekly Asia's coming struggle with capital inflows Asian markets would of course be vulnerable to a retreat of global capital if the debt crises in Europe and the US intensified. But any reversal of flows will be temporary. Dealing effectively with... 20th September 2011 · 1 min read
Asia Economics Weekly Why India will not follow Brazil in cutting rates Given the sharp deterioration in the global economic outlook in the past couple of months, the Reserve Bank of India (RBI) will give serious consideration to downside risks to growth when it meets on... 13th September 2011 · 1 min read
