Asia Economics Weekly What to expect in 2018 Economic growth across most of Emerging Asia has rebounded strongly over the past year on the back of a surge in exports. But will this strong growth continue next year? In our final Weekly of the... 21st December 2017 · 1 min read
Asia Economics Update A stellar 2017, repeat in 2018 unlikely Asian assets, especially equities, have had a strong year in 2017. However, a repeat performance in 2018 looks unlikely. 21st December 2017 · 1 min read
Frontier Markets Wrap Frontier economies to strengthen in 2018 Frontier markets have enjoyed a recovery in 2017, with aggregate GDP growth set to reach close to 3%, up from a seven-year low of 2.3% in 2016. Frontiers in Latin America and Sub-Saharan Africa have... 20th December 2017 · 1 min read
Asia Economics Update Thai rates to stay on hold through 2018 With growth robust and inflationary pressures subdued, the Bank of Thailand (BoT) unsurprisingly kept its policy rate on hold today at 1.50%. The accompanying monetary policy statement reaffirms our... 20th December 2017 · 1 min read
Emerging Europe Economics Update EM inflation to rise in 2018 EM inflation was steady between October and November, but the big picture is that it is up from the multi-year trough reached in the summer and will continue to rise over the course of 2018. 19th December 2017 · 1 min read
Asia Chart Pack Philippines: tax reforms a welcome step President Duterte of the Philippines is on Tuesday set to sign into law a major package of tax reforms which would mark his most important legislative achievement since coming to office 17 months ago... 18th December 2017 · 1 min read
Emerging Markets Economics Chart Pack A strong 2017 – but 2018 will be more challenging Our GDP Tracker suggests that the emerging world is on course to grow by just over 4.5% in 2017 – it’s fastest pace of expansion in six years. The pick-up has been broad-based, with growth in Emerging... 18th December 2017 · 1 min read
Asia Data Response Sri Lanka GDP (Q3) Data released late last week showed that Sri Lanka’s struggling economy weakened in Q3. With both monetary and fiscal policy set to remain tight, we don’t see a meaningful recovery anytime soon. 18th December 2017 · 1 min read
Emerging Markets Trade Monitor Strong year for EM exports, but 2018 set to be softer 2017 was the first year since 2014 in which EM exports recorded positive growth. However, two of the key props to this year’s export recovery are likely to weaken over the coming quarters – meaning... 15th December 2017 · 1 min read
Asia Economics Weekly Pakistan: Where next for the rupee? The fall in the Pakistani rupee over the past week has once again put the spotlight on the country’s precarious balance of payments position. Pakistan will soon be forced to either let the currency... 15th December 2017 · 1 min read
EM Valuations Monitor EM currencies do not appear overvalued Although EM currencies are much stronger on average against the dollar now than they were at the start of 2017, most of them still do not appear significantly overvalued. 14th December 2017 · 1 min read
Emerging Markets Economics Focus Key calls for EMs in 2018 The emerging world is currently expanding at its fastest pace in four years, but we don’t think this will last in 2018. In this Focus we outline our key calls for next year. 14th December 2017 · 1 min read
EM Markets Chart Pack What will 2018 bring for EM local currency bonds? Despite the prospect of more monetary tightening in the US than investors are anticipating next year, we think that local factors will have more of a bearing on monetary policy in emerging markets... 13th December 2017 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Nov.) Our tracker suggests that capital flows into and out of the EM world were essentially balanced last month. Over 2017 as a whole, outflows will be about US$55bn, just an eighth of the total recorded in... 12th December 2017 · 1 min read
Asia Economics Weekly Weak infrastructure to remain a drag on growth prospects Many countries in South and South East Asia invest too little on infrastructure. Fiscal constraints mean the situation is unlikely to change anytime soon, with the result that poor infrastructure is... 8th December 2017 · 1 min read
Emerging Markets Economics Update A guide to elections in 2018 In this note we publish a guide to elections that are scheduled across the emerging world in 2018. The calendar is busier than it was in 2017 but, whereas elections this year boosted the prospects for... 6th December 2017 · 1 min read
