Asia Data Response Korea GDP (Q4 Preliminary) Korea’s economy ended 2016 on a soft note, and we expect growth will slow further in the quarters ahead against a backdrop of mounting external and domestic headwinds. 24th January 2017 · 1 min read
Asia Economics Update How big a blow is the demise of the TPP to Asia? The demise of the TPP represents a major blow to some countries in Emerging Asia, most notably Vietnam. The benefits of any China-led regional trade deal are likely to be much smaller. 24th January 2017 · 1 min read
Asia Economics Weekly What will a Trump presidency mean for Asia? There remains a great deal of uncertainty over what a Trump presidency will mean for the US economy, let alone Asia. This Weekly looks at the key channels through which a Trump presidency will affect... 20th January 2017 · 1 min read
Asia Economics Update Bank Indonesia to keep interest rates unchanged this year Bank Indonesia (BI) left its policy rate on hold at 4.75% today, and with inflation set to rise later in the year and the currency likely to come under renewed downward pressure as the Fed continues... 19th January 2017 · 1 min read
Asia Economics Update Malaysian rates to stay on hold in 2017 Today’s decision by Malaysia’s central bank (BNM) to keep interest rates on hold at 3.0% came as no surprise. With the economy now recovering and the ringgit vulnerable to turns in investor sentiment... 19th January 2017 · 1 min read
Asia Chart Pack Vietnam complacent over credit risks Policymakers in Vietnam are becoming increasingly complacent of the risks posed by the rapid build-up in debt, as reflected by the government’s recent announcement that it was targeting credit growth... 17th January 2017 · 1 min read
Asia Economics Weekly Poor infrastructure to remain a drag on growth Poor infrastructure remains a major constraint on economic growth prospects across large parts of Emerging Asia. A couple of countries, namely the Philippines and Thailand, are likely to see a big... 13th January 2017 · 1 min read
Asia Economics Update Korea holds rates, but easing in 2017 likely The Bank of Korea (BoK) kept its policy rate unchanged at 1.25% today, but with growth likely to slow further and inflation benign, we expect a rate cut later this year. 13th January 2017 · 1 min read
Asia Economic Outlook Steady growth ahead Most countries in Emerging Asia should continue to grow at a decent pace over the next couple of years as loose monetary policy helps support demand. The key exception is China, where growth looks set... 13th January 2017 · 1 min read
India Data Response Consumer Prices (Dec.) & Industrial Production (Nov.) Consumer price inflation dropped again in December as price discounting continued following demonetisation. A rate cut can’t be ruled out in the near term but, over the longer term, demonetisation... 12th January 2017 · 1 min read
EM Markets Chart Pack Bright start to 2017 unlikely to last Financial markets in the emerging world have generally made a bright start to 2017, but we doubt their recent good form will continue given the large amount of uncertainty regarding the global... 10th January 2017 · 1 min read
India Economics Update Extinguishing RBI’s liabilities unlikely to bring much benefit India’s government has moved to strip the legal status of banknotes affected by demonetisation that are still in circulation. This would have the result of extinguishing some of the RBI’s liabilities... 9th January 2017 · 1 min read
Asia Economics Weekly Elections in 2017 – what they mean for Asia In this first Weekly of 2017, we take our usual look at the important elections that are set to take place in Asia over the coming year, assessing the implications for policymaking and economic growth... 6th January 2017 · 1 min read
EM Valuations Monitor Equities to find some comfort from low valuations Emerging market (EM) equities face a tricky year, as the Fed tightens policy, Donald Trump takes office and geo-political risks blot the outlook. But while these factors probably rule out a repeat of... 5th January 2017 · 1 min read
Emerging Markets Economics Update Unpacking “political risk” in EMs The tendency to bracket all EM political risk under the banner of “rising populism” conceals important nuances and prevents a proper understanding of the economic consequences of the risks that are... 5th January 2017 · 1 min read
Emerging Markets Economics Update EM manufacturing ends 2016 on a strong note Manufacturing in the emerging world remained strong at the end of last year according to the latest PMIs. Conditions in China and Russia, in particular, continued to improve. That being said, the... 3rd January 2017 · 1 min read
