Asia Economic Outlook Trade war not the only headwind to Asian growth In the event that rising trade tensions lead to a significant fall in US imports from China, it would have a sizeable impact, not just on China, but also on other countries such as Taiwan and Malaysia... 11th July 2018 · 1 min read
Asia Economics Update Malaysia: rates on hold and likely to stay there Malaysia’s central bank (BNM) left interest rates unchanged at today’s scheduled monetary policy meeting, but it shifted to a more dovish tone under its new governor. While we are forecasting no... 11th July 2018 · 1 min read
Asia Economics Weekly Malaysia: China investment freeze to weigh on growth The Malaysian government’s decision earlier this week to suspend work on the US$20bn East Coast Railway Link points to a bleak future for Chinese investment in the country. Halting work on these... 6th July 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Jun.) The June PMIs for Emerging Asia indicate that the region’s manufacturing sectors remained in decent health. Meanwhile, Korean export data suggest export growth in the rest of the region likely ended... 2nd July 2018 · 1 min read
Asia Economics Weekly Election worries in Indonesia, delays in Thailand The strong showing of opposition parties in local elections held across Indonesia on Wednesday is bad news for President Joko Widodo. They could prompt a shift in policymaking towards more populist... 29th June 2018 · 1 min read
Asia Data Response Vietnam GDP (Q2) Vietnam’s economy recorded another quarter of strong growth in the second quarter of the year. While growth should remain robust in the near term, helped by continued solid export demand and loose... 29th June 2018 · 1 min read
Asia Chart Pack Asian markets take a beating on trade war fears Rising US-China trade tensions, fears over the outlook for China’s domestic economy and the uncertain outlook over US monetary policy have all weighed heavily on the region’s financial markets over... 28th June 2018 · 1 min read
Asia Economics Focus Philippines: A two-year progress report on President Duterte Two years after coming to power, President Duterte of the Philippines has not been the disaster for the economy that some feared. Growth has remained strong, while economic policy has been left in the... 26th June 2018 · 1 min read
Asia Economics Weekly Policymakers signal further tightening Over the past week the central banks of Indonesia, the Philippines and India have all signalled that further monetary policy tightening is only a matter of time. Elsewhere, however, with inflation... 22nd June 2018 · 1 min read
Asia Economics Update Bank of Thailand to keep monetary policy supportive The Bank of Thailand (BoT) left its policy rate on hold today and the accompanying statement makes clear that monetary policy will remain accommodative for a while longer yet. With inflation benign... 20th June 2018 · 1 min read
Asia Economics Update What would a US-China trade war mean for Asia? Trade tensions between the US and China have been ratcheted up another notch after US President Donald Trump yesterday threatened to impose a 10% tariff on a further US$200bn of Chinese imports... 19th June 2018 · 1 min read
Emerging Markets Trade Monitor EM export growth already starting to slow The recent rise in global trade tensions comes at a time when EM export growth has already started to slow. Higher oil prices will provide a boost to export growth in value terms in the next few... 15th June 2018 · 1 min read
Asia Economics Weekly Thailand: Demographics and politics to drag on prospects Thailand’s working age population is forecast to start shrinking from next year, presenting a headwind to the country’s economic prospects. With productivity growth set to remain weak, economic growth... 15th June 2018 · 1 min read
Asia Economics Update Five questions (and answers) on Trump-Kim summit Today’s historic summit between Donald Trump and Kim Jong Un represents an extraordinary turn of events, and comes just a year after it appeared North Korea could be heading for a devastating war with... 12th June 2018 · 1 min read
Asia Economics Update Pakistan: Latest currency devaluation a stopgap The latest devaluation in the Pakistani rupee has once again put the spotlight on the country’s precarious external position. The government will hope to keep the situation under control until next... 11th June 2018 · 1 min read
Asia Economics Update Could North Korea be the next Vietnam? Tomorrow’s historic summit between Donald Trump and Kim Jong Un in Singapore has raised the (distant) prospect of international sanctions against North Korea being lifted, a move that one day could... 11th June 2018 · 1 min read
