Asia Data Response Thailand GDP (Q1) Thailand’s economy got off to a solid start to 2016, but high household debt and continued political uncertainty are likely to drag down growth again over the coming quarters. 16th May 2016 · 1 min read
India Economics Update Import weakness to keep trade deficit in check India’s monthly trade deficit narrowed to a five-year low in April. With a number of factors likely to keep commodity imports in check, the overall current account position is unlikely to return as a... 16th May 2016 · 1 min read
Asia Economics Weekly Is Thailand about to boil over again? Thailand’s already disappointing recovery could be derailed by yet another flare-up of its longstanding political crisis this year, with the controversial draft constitution presenting a clear... 13th May 2016 · 1 min read
Asia Data Response Malaysia GDP (Q1) Malaysia’s economy slowed further in the first quarter of 2016, and with commodity prices still depressed by past standards and household debt high, we expect growth to be stuck in the 4.0-4.5% range... 13th May 2016 · 1 min read
Asia Economics Update Korea likely to loosen monetary policy soon The Bank of Korea (BoK) today left its policy rate unchanged at a record low of 1.50%, but with growth still sluggish and government pressure for monetary policy easing rising, we think it is only a... 13th May 2016 · 1 min read
Asia Economics Update Low inflation means rates will remain low in the Philippines With the economy growing at a decent pace but inflationary pressures under control, today’s decision by the central bank in the Philippines (BSP) to keep its main policy rate on hold at 4.0% came as... 12th May 2016 · 1 min read
Emerging Markets Economics Update EM credit bubbles deflating, but risks building in China Credit growth is slowing in most of the economies we have previously identified as being at risk from a rapid build-up of private sector debt. The exception is China, where aggressive stimulus has... 12th May 2016 · 1 min read
Emerging Markets Trade Monitor EM export recovery continues The rate at which EM exports are declining slowed sharply in March. We expect that higher commodity prices and an improvement in China’s economy will see export values return to growth later this year... 11th May 2016 · 1 min read
Asia Economics Update Thailand’s rate pause to continue The Bank of Thailand’s (BoT) decision to keep its policy rate unchanged at 1.50% today came as no surprise. With the economy exiting deflation and growth still on track to come in around 3% in 2016... 11th May 2016 · 1 min read
India Economics Update Bankruptcy reform would be a major step forward The Lok Sabha’s vote in favour of an overhaul of India’s archaic bankruptcy laws is a step towards creating a more friendly business environment and easing constraints in the banking sector. What’s... 10th May 2016 · 1 min read
Asia Economics Update Where next for the Philippines? Rodrigo Duterte, the mayor of the fourth largest city in the Philippines, looks to have won today’s presidential election by a comfortable margin. Given how little has been said on the campaign trail... 9th May 2016 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor Our Tracker shows that total capital outflows from EMs declined sharply in April to a 10-month low of a little over $10bn. Outflows from China remained relatively low compared to the past year, while... 9th May 2016 · 1 min read
Asia Economics Weekly Is the Philippines about to shoot itself in the foot? The Philippines has been one of the region’s few economic success stories over the past few years. But with the controversial Rodrigo Duterte riding high in the polls ahead of presidential elections... 6th May 2016 · 1 min read
India Economics Update Inflation to remain close to target We think that consumer price inflation held steady April as the recent slowdown in food inflation appears to have run its course. With inflation only just below the RBI's 5.0% target for March 2017... 5th May 2016 · 1 min read
India Economics Update Inflation to remain close to target We think that consumer price inflation held steady April as the recent slowdown in food inflation appears to have run its course. With inflation only just below the RBI's 5.0% target for March 2017... 5th May 2016 · 1 min read
Emerging Markets Economics Update EMs, financial risks and the Fed With the Fed leaving the door open to another interest rate hike at June’s FOMC meeting, focus is starting to shift once again to financial vulnerabilities in EMs. A handful of countries are likely to... 4th May 2016 · 1 min read
