Asia Economics Weekly Four risks to watch out for in Emerging Asia Our recently published Emerging Asia Outlook paints a fairly benign picture of the region’s growth prospects, with most economies set to make a gradual recovery in 2014-15. This Weekly looks at some... 14th April 2014 · 1 min read
Asia Economic Outlook Domestic challenges coming into focus Most countries in Emerging Asia should enjoy a steady recovery over the next couple of years on the back of loose monetary policy and a pickup in demand from advanced economies. However, a number of... 10th April 2014 · 1 min read
Asia Economics Update New Bank of Korea governor in no rush to tighten policy The Bank of Korea (BoK) left interest rates on hold today for the eleventh consecutive month in what was Lee Ju-yeol’s first meeting as new governor. As a former deputy governor with 35 years of... 10th April 2014 · 1 min read
Asia Economics Update Isolated incident won't derail Malaysia-China economic ties The disappearance of Malaysian Airlines flight MH370 a month ago has raised concerns about the prospects for Malaysia's tourism sector and the country's relationship with China. But while the tourism... 9th April 2014 · 1 min read
Emerging Markets Economics Update Where and why we differ from the IMF The IMF downgraded its expectations for EM growth in today’s World Economic Outlook (WEO), bringing its forecasts a step closer to our own. Nonetheless, while there is now not much difference between... 8th April 2014 · 1 min read
Emerging Markets Economics Update Picking apart the prospects for “frontier markets” After a stellar run over the past decade or so, growth across “frontier markets” as a whole is likely to slow over the next couple of years. But the moderation in aggregate growth will mask important... 8th April 2014 · 1 min read
Asia Economics Update Bank Indonesia to keep rates unchanged this year Bank Indonesia (BI) left interest rates on hold today and is unlikely to change its stance any time soon. Falling inflation and fading external vulnerabilities suggest further rate hikes are no longer... 8th April 2014 · 1 min read
Asia Economics Weekly Is Jokowi the man to get Indonesia back on track? Indonesia’s elections get underway later this month. They come at a crucial time, with the economy stuttering and confidence in the current leadership at a low ebb. The presidential favourite, Joko... 7th April 2014 · 1 min read
Emerging Markets Economic Outlook Focus shifts to home-grown vulnerabilities Concerns about the impact on emerging economies of tapering by the US Fed have taken a back seat as investors have begun to focus on issues closer to home. The worst fears about a “hard landing” in... 3rd April 2014 · 1 min read
Global Markets Update Is the Aussie dollar heading down under? The Australian dollar has been one of this year’s best performing major currencies. But given the outlook for monetary policy and the prices of some of Australia’s major exports, we think that it will... 2nd April 2014 · 1 min read
Emerging Markets Economics Update EM manufacturing recovery falters Manufacturing across the emerging world appears to have taken another turn for the worse in the first quarter of this year. This was largely driven by a renewed downturn in the BRIC economies. By... 2nd April 2014 · 1 min read
Asia Economics Update Indian rates set to remain at a standstill The Reserve Bank of India (RBI) left interest rates unchanged today, and we suspect that its rate hiking cycle is at an end. However, tackling inflation is still the RBI's main priority, which means... 1st April 2014 · 1 min read
Asia Economics Update Manufacturing recovery intact, but to stay slow-going The March PMIs for Emerging Asia were a mixed bag, reinforcing our view that Asia's manufacturing recovery is likely to remain bumpy. 1st April 2014 · 1 min read
Asia Economics Update Australian rates to stay on hold for a while yet The Reserve Bank of Australia (RBA) held its cash rate at 2.5% today, amid signs that the non-mining economy continues to improve. Policy loosening remains off the agenda for now, but we still think... 1st April 2014 · 1 min read
Asia Economics Update A mixed month for Asian currencies After a solid bounce across the board in February, the performance of most Asian currencies and equity markets was muted over the past month. That said, investors were still showing improved appetite... 31st March 2014 · 1 min read
Asia Economics Weekly Export outperformance won't reignite Vietnam's economy Vietnam's exports have been a rare bright spot for its struggling economy in recent years, mainly owing to the country's success in attracting foreign manufacturers that want a low-cost alternative to... 31st March 2014 · 1 min read
