Asia Economics Update Asian markets bear brunt of China-led sell-off Asian financial markets have been at the centre of the recent financial market turmoil that was triggered by fears about the health of the Chinese economy. The sell-off has raised concerns that a... 31st August 2015 · 1 min read
Emerging Europe Economics Update Currency weakness to have mixed impact on EM inflation The recent bout of currency weakness is likely to add to inflation concerns in EMs that have either seen their currencies fall a long way or have limited spare capacity in their economies (mainly... 31st August 2015 · 1 min read
Asia Economics Weekly Asia to recover from disappointing second quarter The first contraction in exports since the global financial crisis dragged down growth in Emerging Asia to its lowest in over three years last quarter. However, we expect a turn around over the coming... 28th August 2015 · 1 min read
Asia Chart Pack Foreigners head for the exits The financial turmoil of the past month in Asia has seen foreign investors scramble for the exit. Net foreign outflows from the region’s equity markets have reached nearly US$10bn so far in August... 27th August 2015 · 1 min read
Emerging Markets Activity Monitor EM growth lacklustre, but not collapsing EM growth edged down further in June. But for all the gloom in the headlines, we see no sign of the collapse some are talking about. In particular, in China, after a weak start to the year, conditions... 27th August 2015 · 1 min read
Asia Data Response Philippines GDP (Q2) GDP growth in the Philippines rebounded in the second quarter after slipping to its slowest rate in over three years in Q1. Conditions in the domestic economy look healthy, and a recovery in exports... 27th August 2015 · 1 min read
EM Valuations Monitor Equity valuations no longer stretched after August sell-off Emerging Market (EM) equity valuations are no longer stretched either in an absolute or relative sense following the summer sell-off. Once the recent volatility in global markets settles down, we... 26th August 2015 · 1 min read
India Economics Update Government meddling putting RBI credibility at risk India’s Finance Ministry is treading on dangerous ground with calls for monetary easing and other moves that could put the central bank’s independence at risk. Any loss of credibility for the RBI... 25th August 2015 · 1 min read
Emerging Markets Economics Update How will policymakers respond to the market rout? China’s interest rate cut has helped to stem the panic that has gripped emerging markets in recent days, but it has also raised the obvious question about whether other EMs may follow suit. We doubt... 25th August 2015 · 1 min read
Asia Economics Update 1MDB scandal highlights problems that hold Malaysia back The scandal over 1MDB is not the biggest threat to Malaysia’s short-term economic outlook or the main cause of the recent collapse in the ringgit. However, it does shine a light on institutional... 25th August 2015 · 1 min read
Global Markets Update Why this is not a re-run of previous EM crises An 8.5% fall in the Shanghai Composite Index has sent shockwaves through EM equity markets, but we continue to think that there are few parallels between what is happening now and previous crises... 24th August 2015 · 1 min read
Emerging Markets Economics Update Making sense of the EM sell-off The rout in EM financial markets is generating increasingly hysterical headlines with many commentators seemingly fighting to outdo one another with predictions of doom and gloom for emerging... 24th August 2015 · 1 min read
Asia Economics Update Five questions and answers about the market sell-off A sense of panic gripped Asian markets today, creating concerns over the outlook for the region’s economies. In this Update we answer five questions that have been raised by the market moves. 24th August 2015 · 1 min read
Frontier Markets Wrap Which frontier market peg could be the next to go? The recent devaluation of China’s renminbi and the slump in commodity prices were the two key factors behind Vietnam’s decision last week to widen the dong trading band with the dollar and the... 24th August 2015 · 1 min read
Asia Economics Weekly Why comparisons with the Asian financial crisis are wrong The recent tumble in Asian currencies has given rise to concerns that the region could be onthe brink of a repeat of the Asian financial crisis. In general, these suggestions are over the top.There... 21st August 2015 · 1 min read
India Chart Pack A missed opportunity The monsoon session of parliament, which concluded last week, has ended up being one of the biggest disappointments of Prime Minister Modi’s tenure so far, with virtually no progress made on pushing... 21st August 2015 · 1 min read
