Asia Economics Weekly Slower growth in China won’t derail Asia’s export recovery Export growth from Emerging Asia remains lacklustre. Things should improve over the next couple of years on the back of a recovery in the developed world, which should more than compensate for weaker... 28th April 2014 · 1 min read
Global Markets Update Investors flee China’s equity market Net selling by global ETFs and mutual funds dedicated to investing in equities in China was larger in March than in any other month on record according to EPFR Global. This presumably reflected... 24th April 2014 · 1 min read
Emerging Europe Economics Update Is an El Niño a risk to EM inflation? The current period of subdued inflation in the emerging world shows no signs of nearing an end. One possible risk to the outlook is an El Niño, which weather forecasters warn could be on its way, and... 24th April 2014 · 1 min read
Asia Economics Update New Zealand’s rate hiking cycle has a long way to go The Reserve Bank of New Zealand (RBNZ) raised its policy rate by 25bp to 3.0% today, and made it clear in its statement that more rate hikes are on the way. Although the RBNZ’s own forecasts have not... 24th April 2014 · 1 min read
Asia Economics Update Steady recovery to continue in Korea Korea’s economy recorded another quarter of solid growth in the first quarter of the year thanks to a rebound in investment and continued recovery in export demand. Looking ahead, the economy should... 24th April 2014 · 1 min read
Asia Economics Update Thailand to keep policy rate on hold Following a 25bp cut to its policy rate last month, the Bank of Thailand (BoT) adopted a wait-and-see approach today and kept the benchmark rate unchanged. With demand still fragile, we expect... 23rd April 2014 · 1 min read
Asia Economics Weekly What to expect from Asia’s Q1 GDP data Most economies in the region are due to release Q1 GDP data over the next few weeks. OurGDP tracker suggests economic growth was broadly unchanged in Emerging Asia (excludingChina) from Q4. The Newly... 22nd April 2014 · 1 min read
Emerging Markets Economics Chart Pack Ukraine crisis having limited impact on EMs The crisis in Ukraine has so far had only a small impact on most emerging markets. Although EM equities have fallen in recent days as the crisis has intensified, they have still risen over the past... 17th April 2014 · 1 min read
Emerging Markets Economics Update Emerging Market Consumer Snapshot (Q2 2014) There are signs that the decline in EM consumer spending growth experienced in 2013 has bottomed out in recent months, with several economies reporting stronger retail sales figures since the turn of... 16th April 2014 · 1 min read
Asia Economics Update Indian inflation will prove stubborn from here Indian inflation ticked up in March, ending a downward trend that had raised some hopes that the central bank might be winning its battle with price pressures. There are a number of reasons to think... 15th April 2014 · 1 min read
China Economics Focus A Chinese hard landing: Which Asian countries are most at risk? A hard landing in China’s economy is one of the biggest risks clouding the outlook for the rest of Emerging Asia. A slump in Chinese demand would hurt economies with close trade links to China, with... 15th April 2014 · 1 min read
Asia Economics Focus A Chinese hard landing: Which Asian countries are most at risk? A hard landing in China’s economy is one of the biggest risks clouding the outlook for the rest of Emerging Asia. A slump in Chinese demand would hurt economies with close trade links to China, with... 15th April 2014 · 1 min read
Asia Economics Update Exports cannot offset Thailand’s domestic demand weakness With domestic demand struggling under the weight of the ongoing political unrest, exports have become the main beacon of hope for Thailand’s economy this year. However, we doubt the export sector can... 15th April 2014 · 1 min read
Global Economic Outlook West to outperform East The world economy should expand steadily in the coming two years, helped by an increasingly strong recovery in the US. However, while the euro-zone has stabilised, it is not growing fast enough to... 14th April 2014 · 1 min read
Asia Economics Update Singapore's economy set for solid growth in 2014 Today’s GDP data showed that Singapore's economy barely expanded in Q1. Recovering global demand should, nevertheless, ensure solid growth over the rest of 2014. As such, the MAS saw no reason to... 14th April 2014 · 1 min read
Asia Economics Update Indian manufacturing struggling for momentum Weak industrial output in February has dented hopes of a manufacturing-led rebound in India's economy. With prospects for domestic demand looking downbeat, India's economic recovery will remain slow... 14th April 2014 · 1 min read
