Global Economic Outlook West to outperform East The world economy should expand steadily in the coming two years, helped by an increasingly strong recovery in the US. However, while the euro-zone has stabilised, it is not growing fast enough to... 14th April 2014 · 1 min read
Asia Economics Weekly Four risks to watch out for in Emerging Asia Our recently published Emerging Asia Outlook paints a fairly benign picture of the region’s growth prospects, with most economies set to make a gradual recovery in 2014-15. This Weekly looks at some... 14th April 2014 · 1 min read
China Economics Update A new route for foreigners to invest in China’s equities The introduction of a new scheme allowing global investors to access Shanghai’s equity market is China’s latest step to relax controls on its cross-border capital flows. The announcement gave a brief... 11th April 2014 · 1 min read
China Data Response Consumer & Producer Prices (Mar.) Despite a seasonal pick-up in food inflation, today's data provide further evidence that general price pressures remain subdued. 11th April 2014 · 1 min read
Emerging Markets Trade Monitor EM export growth still sluggish EM-wide exports fell in February and, while this may be due in part to distortions in the Chinese data, the bigger picture is that EM export growth has been sluggish for the past two years. There are... 10th April 2014 · 1 min read
China Data Response Trade (Mar 14.) Today's trade data should be interpreted with care, as sharp contractions in trade with Hong Kong and Taiwan appear to be distorting the broader picture. Exports to other regions actually grew 7.8% y... 10th April 2014 · 1 min read
Asia Economics Update Isolated incident won't derail Malaysia-China economic ties The disappearance of Malaysian Airlines flight MH370 a month ago has raised concerns about the prospects for Malaysia's tourism sector and the country's relationship with China. But while the tourism... 9th April 2014 · 1 min read
Emerging Markets Economics Update Where and why we differ from the IMF The IMF downgraded its expectations for EM growth in today’s World Economic Outlook (WEO), bringing its forecasts a step closer to our own. Nonetheless, while there is now not much difference between... 8th April 2014 · 1 min read
Emerging Markets Economics Update Picking apart the prospects for “frontier markets” After a stellar run over the past decade or so, growth across “frontier markets” as a whole is likely to slow over the next couple of years. But the moderation in aggregate growth will mask important... 8th April 2014 · 1 min read
China Economics Update Inflation Monitor (Apr.) Seasonal volatility in food inflation continues to cause swings in consumer price inflation. However, with broader price pressures subdued and little sign of major policy loosening on the horizon, the... 8th April 2014 · 1 min read
Global Economics Chart Pack US rebounds but China and Japan slowing The global economy is healing, but the pace of recovery differs markedly between countries. The US is now rebounding from its weather-induced slowdown and the euro-zone is steadily gaining momentum... 4th April 2014 · 1 min read
Emerging Markets Economic Outlook Focus shifts to home-grown vulnerabilities Concerns about the impact on emerging economies of tapering by the US Fed have taken a back seat as investors have begun to focus on issues closer to home. The worst fears about a “hard landing” in... 3rd April 2014 · 1 min read
China Economics Update Rehashed spending commitments don’t equal stimulus Policymakers everywhere have to be seen to respond to economic concerns. But the measures unveiled in Beijing last night are simply reheated versions of previous announcements that shouldn’t change... 3rd April 2014 · 1 min read
China Economics Focus Is consumption being undercounted? A growing number of economists are challenging the view that China invests too much and consumes too little by arguing that the official data grossly understate consumption and overstate investment... 2nd April 2014 · 1 min read
China Economics Update Second bond default signals normalisation, not crisis Reports today of another small bond default in China are a sign of the growing maturity of the country’s bond market. Still, while investors are now paying more attention to credit risks, it is not... 1st April 2014 · 1 min read
China Data Response Manufacturing PMIs (Mar.) Taken at face value, today's PMIs appear to offer conflicting messages. In practice however, their divergence provides useful clues into the state of the manufacturing sector, suggesting that large... 1st April 2014 · 1 min read
