Asia Economics Update Strong Malaysian economy can withstand more rate hikes Malaysia's economy accelerated for the fifth straight quarter in Q2, supported by strong export growth. Although Malaysia’s headline growth rate is likely to drop off in the second half of the year as... 15th August 2014 · 1 min read
Asia Economics Update Further rate cuts in Korea unlikely Today’s interest rate cut by the Bank of Korea (BoK) is unlikely to mark the start of a prolonged period of policy easing. In fact, with growth likely to bounce back strongly in the second half of the... 14th August 2014 · 1 min read
Asia Economics Update Indian data leaves RBI in a bind Today’s industrial production and inflation data for India were a disappointment. The slowdown in industrial production growth cast doubt on the recent recovery of the sector, while the sharp rise in... 12th August 2014 · 1 min read
Emerging Markets Trade Monitor EM exports strengthen on Asia rebound Emerging market exports rose at their fastest pace in over a year in June and more timely data suggest that export growth may have strengthened further last month. This improvement has been driven by... 11th August 2014 · 1 min read
Asia Economics Weekly Does Korea need lower interest rates? A sharp slowdown in the Korean economy last quarter and dovish rhetoric from the central bank has raised expectations that interest rates will be cut at Thursday’s scheduled policy meeting. With the... 11th August 2014 · 1 min read
Asia Economics Update What will Fed rate hikes mean for Asia? EM assets sold off sharply last year after the US Fed hinted that QE was on borrowed time, with some of Asia's major economies getting caught up in the turmoil. Markets have become jittery again in... 8th August 2014 · 1 min read
Emerging Markets Economics Update Emerging Market Consumer Snapshot (Q3 2014) Having slowed over the past couple of years, there are signs that consumer spending in some parts of the emerging world is starting to recover. However, the pick-up has so far been confined to EMs in... 7th August 2014 · 1 min read
Asia Economics Update Thailand to keep rates on hold until 2015 The Bank of Thailand (BoT) unsurprisingly held its policy rate at 2.0% at its meeting today amid an improving growth outlook. But as the economy may take some time to achieve a sustained recovery, we... 6th August 2014 · 1 min read
Asia Economics Update Indian rates could be cut sooner than expected The Reserve Bank of India (RBI) left its policy rates on hold today, as expected, but with inflation on a downward trend there should be scope for the RBI to cut rates sooner than most analysts expect... 5th August 2014 · 1 min read
Asia Economics Update Weak Indonesian growth a challenge for new president A breakdown of today’s GDP data show weak domestic demand as the main factor responsible for the slowdown in Indonesia’s economy last quarter. The disappointing figures act as a timely reminder of the... 5th August 2014 · 1 min read
Asia Economics Update Australian rates to stay on hold for some time yet The Reserve Bank of Australia (RBA) kept its policy rate on hold at 2.5% again today, and reiterated in its statement that it does not expect to make any rate changes in the near term. We think the... 5th August 2014 · 1 min read
Emerging Markets Economics Update Asia drives rebound in EM manufacturing According to the latest batch of PMI data, manufacturing activity across the emerging world strengthened in July supported largely by a continued improvement in Emerging Asia, in particular China... 4th August 2014 · 1 min read
Asia Economics Weekly Consumer spending in Emerging Asia set for recovery Emerging Asia’s consumers have been struggling in recent months. Tight labour markets and improving growth prospects point to some pick-up going forward, but high levels of household debt in a number... 4th August 2014 · 1 min read
Asia Economics Update July PMIs point to strengthening recovery The July PMIs for Emerging Asia show that the region's manufacturing sectors generally fared well over the past month. Encouragingly, rising new orders suggests the recovery has further to run. 1st August 2014 · 1 min read
Emerging Markets Activity Monitor China rebound leaves other BRICs lagging behind Our GDP Tracker suggests that EM growth has accelerated a touch in recent months. Much of the pick-up has been due to a turnaround in Asia, including China. But while the outlook for China seems to... 31st July 2014 · 1 min read
Asia Economics Update Further tightening likely in the Philippines The central bank in the Philippines (BSP) hiked its main policy rate earlier today for the first time in over three years in a further attempt to reduce risks in the financial sector and clamp down on... 31st July 2014 · 1 min read
