Asia Data Response Taiwan GDP (Q2 Advanced) While today’s GDP figures show that the worst is now probably over for Taiwan’s economy, we expect growth to remain very weak against a backdrop of subdued export demand, falling property prices and... 29th July 2016 · 1 min read
Emerging Europe Economics Update Inflation in EM commodity producers remains stubbornly high Inflation in a number of EM commodity producers has remained stubbornly high over the past few months. Accordingly, consensus expectations for monetary policy in these countries have moved towards our... 28th July 2016 · 1 min read
Asia Economics Update Sri Lanka’s tightening cycle has further to go The central bank in Sri Lanka (CBSL) today raised its deposit and lending rates by 50bp each in whatwas Indrajit Coomaraswamy’s first monetary policy meeting as governor. With credit growing at... 28th July 2016 · 1 min read
India Economics Update Rise in coal production belies longer-term challenges A jump in domestic production and fall in imports of coal this year have led some to suggest that thegovernment is on track to meet its target of doubling output from end-2014 levels by 2020. But the... 27th July 2016 · 1 min read
Asia Chart Pack New president of the Philippines makes encouraging start Investors in the Philippines have responded positively to the marked change inrhetoric of the country’s new president, Rodrigo Duterte. After spooking markets in the run-up to May’s presidential... 27th July 2016 · 1 min read
Asia Data Response Korea GDP (Q2 Preliminary) Korea’s growth picked up in the second quarter of 2016, but we expect the economy to lose momentum over the coming quarters against a backdrop of mounting cyclical and structural headwinds. 26th July 2016 · 1 min read
Asia Economics Weekly Taiwan's struggles to continue Second quarter GDP figures for Taiwan, due to be published over the coming week, are likelyto show the economy remains very weak. With subdued global demand continuing to drag onexports, the property... 22nd July 2016 · 1 min read
India Chart Pack Capital injections too small to revive banking sector The government’s announcement this week that it will inject more capital into local banks is a positive step, but the amount is still too limited to revive the ailing sector. 22nd July 2016 · 1 min read
Asia Economics Update Bank Indonesia leaves rates on hold, but further easing likely Bank Indonesia (BI) left interest rates on hold today, but further loosening is likely sooner rather than later. We think the shift to a new policy rate, which formally comes into effect next month... 21st July 2016 · 1 min read
India Economics Update Bond market rally likely to run out of steam Indian bond yields have recently fallen to their lowest levels since 2013, in large part due to anticipation that the successor to Governor Raghuram Rajan at the RBI will be more dovish. But with the... 21st July 2016 · 1 min read
Asia Economic Outlook Loose monetary policy to prop up growth Low interest rates should continue to support economic growth in Emerging Asia for the rest of the year. Further ahead, however, we expect regional growth to slow. Much of this slowdown will be driven... 18th July 2016 · 1 min read
Emerging Markets Trade Monitor EM export slump gradually easing The decline of EM values slowed, in US$ terms, again in May. The volume of EM exports, which is more important from an economic standpoint, actually rose. 18th July 2016 · 1 min read
India Economics Update Export slump ends but sharp rebound unlikely Trade data for June showed positive growth in export values for the first time since the end of 2014. But with progress on the reforms needed to create a vibrant export sector still slow, the... 18th July 2016 · 1 min read
Asia Economics Weekly What to expect from Emerging Asia in 2017-18 Loose monetary policy should help to limit downside risks to economic growth over the coming months across most of Emerging Asia, but further ahead we expect regional growth to slow. Much of this... 15th July 2016 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Jul 2016) Our Tracker suggests that capital outflows from the emerging world declined to their lowest level in a year in June. Admittedly, our estimate is clouded by some questions about the data from China... 14th July 2016 · 1 min read
India Data Response Wholesale Prices (Jun.) Wholesale price inflation rose sharply in June, and looks set to accelerate further over the coming months. This reinforces our view that there is little scope for further monetary loosening. 14th July 2016 · 1 min read
