Asia Data Response Manufacturing PMIs (Oct.) Emerging Asia's PMIs remained lacklustre in October, but in the three economies where the PMIs most closely track the hard data, the surveys suggest that manufacturing conditions are at least... 2nd November 2015 · 1 min read
Asia Economics Weekly Credit slowdown has further to run Credit growth has continued to weaken in most of the countries which we have previously highlighted as being most at risk of a crisis. The two exceptions are China and Vietnam. Although an... 30th October 2015 · 1 min read
India Economics Update Privatisation target out of reach With more than half of the fiscal year having elapsed, the government’s aim of raising nearly INR700bn in revenues through the privatisation of various state-owned companies looks increasingly... 30th October 2015 · 1 min read
Emerging Europe Economics Update EM inflation to rebound soon Although aggregate EM inflation slowed slightly in September, it is set to rise in the months ahead as the drag from last year’s slump in oil prices fades. 30th October 2015 · 1 min read
Asia Data Response Taiwan GDP (Q3) Taiwan’s GDP contracted in the third quarter, due mainly to weakness in exports. Looking ahead, we expect growth to recover soon. Exports should pick up off the back of a recovery in global demand... 30th October 2015 · 1 min read
Emerging Markets Economics Update EM rates to follow divergent paths The shift towards looser monetary policy in the emerging world earlier this year is over and, with the first rate hike in the US inching nearer, we think that many EMs are likely to tighten policy... 29th October 2015 · 1 min read
Asia Economics Update Regaining some lost ground Financial markets in Asia have fallen back following the US Fed’s monetary policy statement on Wednesday, which struck a more hawkish tone than many had expected. Despite the most recent falls, almost... 29th October 2015 · 1 min read
Asia Economics Focus Myanmar: Asian Tiger or basket case? A slumping currency, down by a fifth since the start of the year, a dreadful business environment, and an uncertain security situation are some of the challenges facing Myanmar as it prepares to go to... 29th October 2015 · 1 min read
Emerging Markets Activity Monitor Signs of improvement in latest EM data Against the backdrop of ongoing talk of an EM slowdown, it appears that growth in the emerging world has actually been fairly steady in recent months. In fact, the latest reading of our EM GDP Tracker... 28th October 2015 · 1 min read
EM Valuations Monitor Commodity currencies may have found a floor Our forecast that the prices of many natural resources will edge a little higher over the next couple of years suggests that the downside for commodity currencies will be limited even after the Fed... 28th October 2015 · 1 min read
Asia Chart Pack Vietnam and Bangladesh exports bucking the trend Fossil fuels should continue to be the world’s most important energy source for the foreseeable future. However, renewable energy production will grow rapidly and become an increasingly large part of... 27th October 2015 · 1 min read
Global Markets Update More support for EM equities on the way Attractive valuations, loose global monetary conditions and a recovery in China should support further gains in emerging market equities. Indeed, we continue to expect the MSCI Emerging Markets Index... 26th October 2015 · 1 min read
Asia Economics Update Malaysia’s budget signals continued fiscal discipline The Malaysian government remains committed to keeping the budget deficit in check, despite the fall in oil prices which has hit fiscal revenues hard. This has left the government with little scope to... 26th October 2015 · 1 min read
Asia Economics Weekly Growth in Taiwan to recover after weak third quarter Figures due to be released over the coming week are likely to show that growth in Taiwan slowed sharply last quarter. However, with prospects for exports improving and domestic demand likely to remain... 23rd October 2015 · 1 min read
Asia Data Response Korea GDP (Q3 Preliminary) Korea's economy rebounded in the third quarter as the impact of the negative shock caused by the outbreak of Middle East Respiratory Syndrome (MERS) in mid-2015 faded. We expect the recovery to... 23rd October 2015 · 1 min read
Frontier Markets Wrap Upcoming elections key to outlook for several FMs Four frontier markets are due to hold national elections in the coming month. The most high-profile election is in Argentina where Daniel Scioli, the candidate of the ruling left-wing coalition... 22nd October 2015 · 1 min read
