Filtered by Subscriptions: Asia Economics Use setting Asia Economics
This report is only available as a PDF. Click to download. … Our revised forecasts still suggest US assets will disappoint …
8th February 2007
This report is only available as a PDF. Click to download. … Rebound in Q4 GDP will allow Bank of Japan to raise rates …
5th February 2007
This report is only available as a PDF. Click to download. … GDP data, not G7, is best hope for recovery in the yen …
1st February 2007
This report is only available as a PDF. Click to download. … Will increased capital outflows weaken the renminbi? …
31st January 2007
This report is only available as a PDF. Click to download. … Indian interest rates to rise further …
This report is only available as a PDF. Click to download. … Japanese data add to doubts over February rate hike …
30th January 2007
China’s economic growth should ease this year and next to an average of around 9.0% as the investment boom finally comes to an end and the trade surplus increases at a much slower rate. Fears that “overheating” will cause policymakers to slam on the …
29th January 2007
This report is only available as a PDF. Click to download. … Overheating is India's problem, not China's …
This report is only available as a PDF. Click to download. … Wages pick-up to drive Japan's inflation and interest rates higher …
24th January 2007
A key theme for 2007 is the prospect of further interest rate cuts in South East Asia, notably in Thailand (where we now expect rates to fall to 3.75% by yearend), Indonesia and the Philippines. The common link is currency strength against the …
22nd January 2007
This report is only available as a PDF. Click to download. … A look ahead to China's GDP …
This report is only available as a PDF. Click to download. … Doubts over Bank of Japan's credibility are exaggerated …
18th January 2007
This report is only available as a PDF. Click to download. … Thai central bank cuts rates, more to come …
17th January 2007
This report is only available as a PDF. Click to download. … The coming rise and fall of Chinese inflation …
15th January 2007
This report is only available as a PDF. Click to download. … The implications of China's huge trade surplus …
10th January 2007
This report is only available as a PDF. Click to download. … Uncertainty in Thailand gains another dimension …
8th January 2007
This report is only available as a PDF. Click to download. … China increases reserve requirements, more to come …
5th January 2007
This report is only available as a PDF. Click to download. … Will the Hong Kong dollar follow the renminbi higher? …
3rd January 2007
This report is only available as a PDF. Click to download. … Lower unemployment crucial for Japan …
2nd January 2007
This report is only available as a PDF. Click to download. … Christmas data should clear the way for the next Japanese rate hike …
25th December 2006
This report is only available as a PDF. Click to download. … Thailand needs lower interest rates, not FX controls …
21st December 2006
This report is only available as a PDF. Click to download. … Bank of Japan opts to wait for one more month's data …
19th December 2006
This report is only available as a PDF. Click to download. … China likely to tighten monetary policy further …
18th December 2006
This report is only available as a PDF. Click to download. … Tankan survey justifies another rate rise …
15th December 2006
This report is only available as a PDF. Click to download. … Japan - Household spending beginning to recover (Dec 06) …
13th December 2006
This report is only available as a PDF. Click to download. … How to interpret Japan's Tankan survey …
11th December 2006
This report is only available as a PDF. Click to download. … What to expect from Paulson's visit to Beijing …
5th December 2006
This report is only available as a PDF. Click to download. … An update on Thailand …
4th December 2006
This report is only available as a PDF. Click to download. … GDP revision should not change outlook for Japanese rates …
1st December 2006
This report is only available as a PDF. Click to download. … Asia - Inflation easing as global energy prices fall back (Nov 06) …
28th November 2006
This report is only available as a PDF. Click to download. … India's boom at risk of overheating …
27th November 2006
This report is only available as a PDF. Click to download. … China's boom shows little sign of overheating …
20th November 2006
This report is only available as a PDF. Click to download. … Japanese rates likely to rise sooner rather than later …
16th November 2006
This report is only available as a PDF. Click to download. … Japanese consumer survey shows fundamentals still healthy …
13th November 2006
This report is only available as a PDF. Click to download. … Too soon to give up on the Japanese consumer …
This report is only available as a PDF. Click to download. … Japan - Economy to rebound after a weak third quarter (Nov 06) …
10th November 2006
This report is only available as a PDF. Click to download. … Japan's Q3 GDP heading for a surprise fall …
6th November 2006
This report is only available as a PDF. Click to download. … Bank of Japan makes the case for the next rate hike …
31st October 2006
This report is only available as a PDF. Click to download. … Bank of Japan forecasts central to rate outlook …
30th October 2006
This report is only available as a PDF. Click to download. … What to make of China's GDP data …
23rd October 2006
This report is only available as a PDF. Click to download. … China's boom still overly-dependent on investment …
19th October 2006
This report is only available as a PDF. Click to download. … How much should we worry about the Japanese consumer? …
16th October 2006
This report is only available as a PDF. Click to download. … Bank of Japan starts to prepare markets for next rate hike …
13th October 2006
This report is only available as a PDF. Click to download. … China - Latest data signals continued strong growth (Oct 06) …
11th October 2006
This report is only available as a PDF. Click to download. … China's GDP data illustrate the downside risks to growth …
9th October 2006
This report is only available as a PDF. Click to download. … BoJ to raise rates again earlier than markets expect …
3rd October 2006
This report is only available as a PDF. Click to download. … Tankan supports case for another hike in Japanese interest rates …
2nd October 2006
This report is only available as a PDF. Click to download. … An update on India …
This report is only available as a PDF. Click to download. … A look ahead to the September Tankan …
27th September 2006