Asia Economics Update Korean rates to stay on prolonged hold The Bank of Korea (BoK) kept its policy rate unchanged at 1.25% today, and while the consensus expects another rate cut in the coming months, we think rising concerns about Korea’s high household debt... 13th October 2016 · 1 min read
EM Markets Chart Pack Political risks hit Mexican peso and South African rand The Mexican peso and South African rand have been buffetted by political developments in recent weeks, as Donald Trump continued to take aim at Mexico and South Africa’s Finance Minister was charged... 11th October 2016 · 1 min read
India Data Response Industrial Production (Aug.) Industrial production data for August suggest that, in contrast to the upbeat message from the strong GDP data, Indian industry is still in the doldrums. 11th October 2016 · 1 min read
Asia Economics Update Poor health of the king is the key risk to Thai growth outlook The worsening health of the King of Thailand poses a key risk to the country’s economy. His death would plunge the country back into political crisis, which in turn could push the economy into... 10th October 2016 · 1 min read
Asia Economics Weekly What would a Trump victory mean for Asia? It remains to be seen if Donald Trump would follow through on some of his more protectionist policies if he is elected president of the United States. If he did, then the repercussions for some parts... 7th October 2016 · 1 min read
Emerging Markets Economic Outlook Recovery to grind on Economies across the emerging world have strengthened so far this year and we expect further improvements in the months ahead. But growth is likely to peak in 2017 at rates far below the averages of... 6th October 2016 · 1 min read
India Economics Update Dovish RBI risks stoking inflation pressures Consumer price inflation probably eased in September, which may bolster the more dovish position the RBI adopted at its policy meeting this week. But a looser monetary stance is likely to add to... 6th October 2016 · 1 min read
India Economics Update More dovish RBI may have to reverse course in 2017 Today’s surprise rate cut by the Reserve Bank of India sends a signal that the new governor and MPC will prioritise growth even at the risk of missing targets for inflation. That’s a break from the... 4th October 2016 · 1 min read
Asia Economic Outlook Loose monetary and fiscal policy to support growth While Emerging Asia continues to face headwinds, loose fiscal and monetary policy in most economies should continue to support demand over the next couple of years, and we expect regional growth to... 4th October 2016 · 1 min read
Emerging Markets Economics Update EM manufacturing recovery continued in Q3 The EM manufacturing PMIs for September suggest that industry across the emerging world performed better in Q3 than in Q2. That said, the index remains consistent with relatively weak growth in... 3rd October 2016 · 1 min read
India Data Response Manufacturing PMI (Sep.) The drop in India's manufacturing PMI in September provides a reminder that, despite progress on the reform front, local industry still faces significant headwinds. 3rd October 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Sep.) The PMIs for Emerging Asia in September were mostly encouraging, suggesting that manufacturing conditions in the region are slowly gaining a firmer footing. However, the struggles of Korea’s... 3rd October 2016 · 1 min read
Emerging Markets Activity Monitor A temporary pause in the EM recovery Our EM GDP Tracker suggests that, after accelerating for most of this year, EM growth was unchanged in July. We think that this pause in the EM recovery should prove to be temporary and we continue to... 30th September 2016 · 1 min read
Asia Economics Weekly New president of the Philippines risks undoing recent gains When Rodrigo Duterte became president of the Philippines on 30 th June, we warned that although the fundamentals were in place for the economy to grow strongly, his election had made the outlook much... 30th September 2016 · 1 min read
India Economics Update FDI inflows should recover soon Concerns in some quarters over the slowdown in foreign direct investment (FDI) inflows in Q2 appear to be overdone. For a start, a smaller current account deficit means that India is now far less... 30th September 2016 · 1 min read
Emerging Markets Financial Risk Monitor China still towards the top of EM worry list Our CERI suggests that financial risks for the average EM are the lowest in over 20 years. Even so, there are pockets of vulnerability. The CERI is flashing warning signs in Egypt, Colombia, Venezuela... 29th September 2016 · 1 min read
