Asia Economics Update Rate cuts unlikely any time soon in India The central bank left interest rates unchanged today, as expected. Looking ahead, rate cuts are unlikely any time soon despite subpar economic growth as consumer price inflation remains high. 3rd June 2014 · 1 min read
Asia Economics Update Australia set for an extended period of low rates The Reserve Bank of Australia (RBA) left its policy rate unchanged at 2.5% today, and once again said that it does not expect to make any changes in the near term. Given that the economy is likely to... 3rd June 2014 · 1 min read
Emerging Markets Economics Focus From turbulence to tranquillity: are EM markets now too complacent? After a choppy 2013, financial markets have turned optimistic over the outlook for EMs in recent months. In many ways this makes sense. We were always of the view that last year’s concerns that Fed... 2nd June 2014 · 1 min read
Asia Economics Update May PMIs point to slow-going recovery The May PMIs for Emerging Asia were a mixed bag. However, solid new orders suggest Asia's manufacturing sectors should at least continue grinding out steady growth. 2nd June 2014 · 1 min read
Asia Economics Weekly South East Asia losing its shine The slowdown in GDP growth in South East Asia in recent quarters represents something of a fall from grace for the region, which until recently was a rare bright spot in the global economy. With the... 2nd June 2014 · 1 min read
Asia Economics Update Emerging Asia Markets Monitor (May) The election of Narendra Modi in India has provided a boost to the rupee and the Indian stock market. In contrast, the military coup in Thailand and anti-China protests in Vietnam have weighed on... 30th May 2014 · 1 min read
Asia Economics Update India's economy devoid of momentum as Modi takes charge Today’s GDP data confirm that India’s economic growth was very subdued at the start of the year. There will be a temptation to see this as essentially old news given how much the landscape has changed... 30th May 2014 · 1 min read
Asia Chart Pack Political risk back on the agenda Political developments have once again taken centre stage over the past month. Most attention has focused on Thailand, where the army has staged a military coup. This may help to reduce uncertainty in... 29th May 2014 · 1 min read
Emerging Markets Activity Monitor EM growth steady, but some bright spots Growth in the emerging world as a whole was steady at around 4.5% y/y over the first few months of the year, but there are several bright spots. Growth has picked up in some of the more open... 29th May 2014 · 1 min read
Asia Economics Update Philippines economy likely to rebound from Q1 slowdown GDP growth in the Philippines slowed in Q1, but the breakdown of the data was more encouraging than the headline numbers. The outlook remains upbeat. We expect a rebound over the coming quarters... 29th May 2014 · 1 min read
Asia Economics Update India’s current account deficit likely to widen, but gradually India’s current account deficit fell to its lowest level in five years last quarter. Looking ahead, the deficit looks set to widen as imports are likely to rise on the back of an economic recovery and... 27th May 2014 · 1 min read
Asia Economics Update Thailand's political crisis won't hurt the rest of the region Thailand's protracted political crisis has damaged the domestic economy, but there are few signs of contagion to the rest of the region. Some of its neighbours may even stand to benefit. 26th May 2014 · 1 min read
Asia Economics Focus Will urbanisation continue to drive growth in Asia? Urbanisation has been an important growth driver for Asian economies over the past few decades. With the proportion of the population living in urban areas still below 50% in many Asian countries... 26th May 2014 · 1 min read
Asia Economics Weekly Is Emerging Asia missing out on the global recovery? Recovery in advanced economies has been underway for the best part of a year now, but Emerging Asia’s exports have remained sluggish. Some commentators are concerned this is more than a short-term... 26th May 2014 · 1 min read
Asia Economics Update Thai coup restores short-term stability at long-term cost Thailand’s coup should reduce uncertainty in the near term and so may well be welcomed by financial markets. But it brings lasting resolution of the political conflict no closer and further undermines... 22nd May 2014 · 1 min read
Emerging Europe Economics Update Impact of currency weakness on inflation has been muted The sharp fall in many emerging market (EM) currencies over the past year has not led to the big EM-wide inflation shock that some were predicting. Looking ahead, we expect inflation across the... 21st May 2014 · 1 min read
