Emerging Markets Economics Chart Pack Most EM central banks in easing mode Despite the focus in advanced economies on the timing of monetary policy tightening, the majority of EMs remain in easing mode. More EM central banks cut their policy interest rates than raised them... 22nd August 2017 · 1 min read
Asia Data Response Thailand GDP (Q2) Figures released today show Thailand’s economy continued to gain momentum in Q2, and is now growing at its fastest pace in y/y terms since Q1 2013. We expect growth to remain relatively strong over... 21st August 2017 · 1 min read
Asia Economics Weekly Remittance slowdown a big risk to South Asia A fall in remittances to Bangladesh, Pakistan and Sri Lanka is a big concern for these economies. If sustained, it could cause growth to weaken and put their currencies under downward pressure. 18th August 2017 · 1 min read
Asia Economics Malaysia GDP (Q2) Figures released today show that GDP growth in Malyasia unexpectedly accelerated in Q2. However, we expect growth to ease from around 5.5% this year to 4.5% in 2018 as domestic problems continue to... 18th August 2017 · 1 min read
Asia Data Response Philippines GDP (Q2) The Philippines recorded another quarter of solid growth in Q2 and should continue to perform well over the near term, supported by rapid government spending growth and healthy private consumption. 17th August 2017 · 1 min read
Asia Economics Weekly What does the crisis in Korea mean for the markets? Financial markets in Korea and the rest of Emerging Asia have fallen in response to the latest increase in tensions on the Korean peninsula. However, given the scale of the risks involved, the falls... 11th August 2017 · 1 min read
Asia Data Response Singapore GDP (Q2 Revised) Today’s revised estimate of Singapore’s second quarter GDP suggests the economy is in better shape shape than previously thought. Looking ahead, although rising interest rates will remain a drag on... 11th August 2017 · 1 min read
Asia Data Response Indonesia GDP (Q2) Indonesia’s run of remarkably steady GDP growth continued in Q2, with the economy growing by 5.0% y/y, unchanged from the 5.0% expansion recorded in Q1. Looking ahead, with commodity prices likely to... 7th August 2017 · 1 min read
Asia Economics Update Sri Lankan rates on hold, further hikes this year unlikely Sri Lanka’s central bank left interest rates on hold today, and the less hawkish tone of the statement suggests that its tightening cycle may now be at an end. We now expect rates to be left on hold... 3rd August 2017 · 1 min read
Emerging Markets Economics Update EM manufacturing recovery soft at the start of Q3 July’s PMI data remain consistent with a continued expansion in EM manufacturing, albeit at a pace that is down slightly from the highs seen at the start of the year. 1st August 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Jul.) Emerging Asia’s PMIs for July suggest the region’s manufacturing sectors started Q3 on a subdued note. Focussing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 1st August 2017 · 1 min read
Asia Economics Update Asian equities rapid rise continues Equity markets in Asia continued their rise in July. Meanwhile, currencies in the region generally strengthened against the US dollar 31st July 2017 · 1 min read
Frontier Markets Wrap Frontier recovery still on track The recovery in frontier economies continued over the first half of this year. GDP growth averaged around 2.0% y/y in Q1, twice the rates seen in mid-2016. It would have been stronger still were it... 31st July 2017 · 1 min read
Asia Economics Focus ASEAN: still searching for purpose at 50 As ASEAN approaches its 50th anniversary, we see little prospect of it transforming itself into the kind of single market and production base which its supporters hope will one day enable it to rival... 31st July 2017 · 1 min read
Emerging Markets Activity Monitor EM growth likely to have nudged down a little in Q2 Our GDP Tracker suggests that EM growth picked up slightly in May, but this partly reflects a bounce from a soft April. The bigger picture is that overall EM growth looks to have nudged down a bit in... 28th July 2017 · 1 min read
Asia Economics Weekly Election won’t solve Malaysia’s institutional problems There is growing speculation that Malaysia’s prime minister, Najib Razak, will take advantage of the recent strength of the economy by calling an early general election. The weak state of the... 28th July 2017 · 1 min read
