Filtered by Subscriptions: Asia Economics Use setting Asia Economics
This report is only available as a PDF. Click to download. … India remains at risk of overheating. …
27th July 2007
This report is only available as a PDF. Click to download. … Japan Still More Likely Than Not To Hike Rates In August …
This report is only available as a PDF. Click to download. … Is A New Wall Of Chinese Money About To Hit The West? …
26th July 2007
This report is only available as a PDF. Click to download. … How Important Are Japan’s Upper House Elections? …
24th July 2007
The Bank of Korea raised its key interest rate to a six-year high of 4.75% in July, reflecting concerns that the stronger than expected economic recovery and high money supply growth could fan inflation. However, we are far from convinced that rates …
23rd July 2007
This report is only available as a PDF. Click to download. … China's acceleration is less dramatic than it seems …
20th July 2007
This report is only available as a PDF. Click to download. … Chinese interest rate hike does not ease pressure on currency …
This report is only available as a PDF. Click to download. … Another upside surprise from China's GDP …
19th July 2007
This report is only available as a PDF. Click to download. … Thai interest rates still have further to fall …
18th July 2007
This report is only available as a PDF. Click to download. … The return of hot money …
16th July 2007
China’s economy does not seem to be slowing, but there are tentative signs that a long-awaited rebalancing of domestic demand from investment to consumption is underway. China’s external imbalance – the current account surplus – yawns ever wider though …
12th July 2007
This report is only available as a PDF. Click to download. … Fukui sets the stage for August hike …
This report is only available as a PDF. Click to download. … Korean interest rates now at a peak …
This report is only available as a PDF. Click to download. … Korea set to raise rates, but next move should then be down …
9th July 2007
This report is only available as a PDF. Click to download. … Markets still unprepared for next Japanese rate hike …
3rd July 2007
This report is only available as a PDF. Click to download. … Turning more positive on Thailand …
2nd July 2007
This report is only available as a PDF. Click to download. … Lacklustre Japanese data suggest downside risks to Tankan …
29th June 2007
This report is only available as a PDF. Click to download. … China signals further moves to tame equities are imminent …
27th June 2007
Economic growth remains strong across much of the region with India, Malaysia, Thailand and the Philippines all recently reporting better than expected GDP figures. Despite this, inflation remains well contained in most countries, raising the prospect of …
26th June 2007
The upwardly-revised Q1 GDP data have set a solid base for the year. We expect growth of around 2.6% in 2007 as a whole, comfortably above the latest consensus of 2.2%. The slump in the index of leading indicators is a concern, but there is no such …
25th June 2007
This report is only available as a PDF. Click to download. … Key Japanese data to support hawks and reassure doves …
This report is only available as a PDF. Click to download. … UK CBI Monthly Trends (Jun.) …
21st June 2007
This report is only available as a PDF. Click to download. … Taiwan's double rate hike reflects improving prospects …
This report is only available as a PDF. Click to download. … Tinkering with China's export taxes may add to trade tensions …
19th June 2007
This report is only available as a PDF. Click to download. … Limp Treasury report means more US-China tensions ahead …
18th June 2007
This report is only available as a PDF. Click to download. … Is China starting to export inflation? …
15th June 2007
This report is only available as a PDF. Click to download. … What happens to Japanese rates after August? …
This report is only available as a PDF. Click to download. … US Treasury report might finally cite China …
12th June 2007
This report is only available as a PDF. Click to download. … China's May surplus nothing out of the (extra)ordinary …
11th June 2007
This report is only available as a PDF. Click to download. … Japanese economy can live with a stronger yen …
The boom in Chinese stocks and, now, a sudden spike in pork prices have been interpreted by some as evidence that the authorities are losing the battle to prevent China’s huge export earnings feeding inflation. In fact, pork price inflation is a global, …
7th June 2007
This report is only available as a PDF. Click to download. … Rising yields threaten to pop asset price bubbles …
This report is only available as a PDF. Click to download. … China's pork crisis is not all bad …
4th June 2007
This report is only available as a PDF. Click to download. … China takes a major step towards rebalancing …
31st May 2007
This report is only available as a PDF. Click to download. … Inflation risks still lie on upside as India continues to boom …
This report is only available as a PDF. Click to download. … Too soon to sound the all clear on Indian inflation …
28th May 2007
This report is only available as a PDF. Click to download. … Bank of Japan remains on track to hike in August …
25th May 2007
This report is only available as a PDF. Click to download. … Will food prices be the next inflation shock? …
24th May 2007
Inflation is well contained across most of the region, raising the prospect of further interest rate cuts over the coming months. We expect the next move in Korean rates to be down, albeit not until towards the end of the year. The Philippines should also …
This report is only available as a PDF. Click to download. … Weak fundamentals mean more Thai rate cuts to come …
23rd May 2007
This report is only available as a PDF. Click to download. … On currency baskets and the re-pricing of oil …
22nd May 2007
We are upbeat about Vietnam’s long-term prospects. The country’s relatively low level of GDP per capita and recent accession to the World Trade Organisation mean that it can expect to experience an extended period of catch-up growth over the next few …
The second meeting of the US-China Strategic and Economic Dialogue this week will be a test of US Treasury Secretary Paulson’s non-confrontational approach with China. We think he will be hard-pressed to pull anything much from his hat. As a result, those …
21st May 2007
This report is only available as a PDF. Click to download. … China on course for a fifth year of double-digit growth …
This report is only available as a PDF. Click to download. … Wider renminbi band largely symbolic …
18th May 2007
The slightly disappointing GDP data for the first quarter still mark a good start for the year. In particular, the household sector made another large positive contribution. Investment was the soft spot: high levels of capacity utilisation suggest that …
This report is only available as a PDF. Click to download. … Japanese GDP to prompt forecast revisions …
14th May 2007
China’s stock markets are overvalued but perhaps not by as much as recent gains would suggest. The equity boom started when valuations were at a low level and, although shares now look pricey compared to other Asian markets, they are not yet at historic …
10th May 2007
This report is only available as a PDF. Click to download. … Are bio-fuels the next inflationary shock? …
This report is only available as a PDF. Click to download. … Less to the proposed pooling of forex reserves than meets the eye …
7th May 2007
