Asia Economics Update Asian equities bounce back Equity markets in Asia rebounded strongly in October, with bourses in Korea, India, Taiwan, Thailand, the Philippines and Indonesia all reaching new record highs. 31st October 2017 · 1 min read
Asia Data Response Taiwan GDP (Q3 Advanced) GDP growth in Taiwan rose in Q3 to the fastest pace in more than two years as a jump in exports outweighed a slowdown in the domestic economy. Looking ahead, with global demand set to remain healthy... 31st October 2017 · 1 min read
Asia Economics Weekly Investment could be a future weak spot for the Philippines The Philippines should remain one of the region’s fastest growing economies over the coming years. But with signs that the worsening political climate is starting to discourage investment, economic... 27th October 2017 · 1 min read
Asia Chart Pack Malaysia’s budget won’t be a giveaway bonanza While Malaysia has made good progress in bringing down its budget deficit, there remains limited room for a pre-election giveaway in the 2018 budget, which is due to be announced on 27th October... 26th October 2017 · 1 min read
Asia Data Response Korea GDP (Q3) GDP growth in South Korea rose to a seven-year high in q/q terms last quarter as the economy brushed off the rising tensions on the Korean peninsula. Provided conflict is avoided, South Korea should... 26th October 2017 · 1 min read
EM Markets Chart Pack Will EM currencies withstand the Fed? After a big rally earlier in the year, emerging market (EM) currencies have weakened against the dollar recently as US rate expectations have picked up. We doubt that much larger falls are around the... 19th October 2017 · 1 min read
Asia Economics Weekly How do our forecasts differ from the consensus and the IMF? For most countries, our forecasts are a little bit below those of both the consensus and the IMF. However, there are three economies, Hong Kong, the Philippines and Pakistan where we think other... 13th October 2017 · 1 min read
Emerging Markets Trade Monitor EM export growth set to slow in Q4 EM exports look to have grown strongly in Q3, helped by a rise in commodity prices. However, this is unlikely to herald a return to the rapid rates of export growth seen at the beginning of 2017... 13th October 2017 · 1 min read
Asia Economics Update MAS to keep monetary policy supportive The Monetary Authority of Singapore (MAS) today left its monetary policy settings unchanged. The accompanying statement gives the MAS room to tighten policy if necessary, but given the subdued outlook... 13th October 2017 · 1 min read
Asia Economic Outlook Growth set to slow, interest rates to remain low The poor prospects for domestic demand across large parts of Emerging Asia mean that regional growth is likely to slow over the next couple of years. However, provided exports continue to grow at a... 11th October 2017 · 1 min read
Asia Economics Weekly Singapore: MAS in no rush to tighten Given the subdued outlook for inflation, we think the Monetary Authority of Singapore (MAS) will leave its policy settings unchanged not just at next week’s meeting, but throughout 2018 as well. In... 6th October 2017 · 1 min read
Emerging Markets Economics Update EM manufacturing still in decent shape The latest Markit PMI surveys suggest that conditions in emerging market manufacturing eased a touch at the end of Q3, but remain robust compared with the past few years. 2nd October 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Sep.) Emerging Asia’s PMIs for September suggest the region’s manufacturing sectors ended Q3 on a solid note. Focussing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 2nd October 2017 · 1 min read
Asia Economics Update Asian equities and currencies come off the boil Asian equities and currencies have generally fallen over the past month. Although worries about the Fed have played a role, local factors have been important too. 29th September 2017 · 1 min read
Asia Economics Weekly Inflation to remain subdued, interest rates to stay low Whereas the consensus is expecting monetary policy in Emerging Asia to be tightened next year, we think central banks will be in little hurry to raise interest rates. One of the main reasons is the... 29th September 2017 · 1 min read
Asia Data Response Vietnam GDP (Q3) Vietnam’s economy recorded another quarter of strong growth in the third quarter of the year, helped mainly by a pick-up in the manufacturing sector and solid export growth. Although we expect growth... 29th September 2017 · 1 min read
