Asia Data Response Indonesia CPI (Nov.) Consumer price inflation in Indonesia rose sharply in November on the back of the recent hike in subsidised fuel prices. Inflation is likely to rise again in December and then remain elevated until... 1st December 2014 · 1 min read
Asia Data Response Manufacturing PMIs (Nov.) The November PMIs for Emerging Asia suggest that the region's manufacturers continue to struggle. In the two economies where the PMIs most closely track the hard data, output appears to be stagnant at... 1st December 2014 · 1 min read
India Economics Update What to make of the removal of gold import restrictions The RBI today announced the removal of restrictions on gold imports, and the withdrawal of the “20:80” rule which dictates that 20% of gold imports must be re-exported. There are no further details or... 28th November 2014 · 1 min read
Asia Economics Update Limited impact from Chinese rate cut Financial markets in Emerging Asia have on the whole had a fairly quiet month despite the recent Chinese rate cut and the expansion of the Bank of Japan’s programme of quantitative easing. 28th November 2014 · 1 min read
Global Markets Update Are investors set to flee emerging market assets? October saw net outflows from global ETF and mutual funds that invest in emerging market (EM) assets for the first time since March. This was primarily driven by net outflows from funds that invest in... 28th November 2014 · 1 min read
India Data Response GDP (Q3) Q3 GDP data released today underline that the economy has remained lacklustre in the early stages of PM Modi’s tenure, and add to the case for the RBI to begin cutting interest rates as soon as at... 28th November 2014 · 1 min read
Asia Economics Weekly Where could we see an upside surprise next year? We expect most economies in Emerging Asia to record another year of solid, if unspectacular, growth in 2015. That said , there are a number of potential upside surprises. This Weekly looks at some of... 28th November 2014 · 1 min read
Emerging Markets Activity Monitor Signs of improvement in smaller EMs Our GDP Tracker suggests that having sunk to a five-year low in August, EM growth edged up a little in September. The pick-up appears to have been driven by smaller EMs in Central Europe and Asia. In... 28th November 2014 · 1 min read
Asia Economics Focus How useful are Asia’s manufacturing PMIs? Asia’s manufacturing PMIs are closely watched as some of the most timely gauges of the region’s economic performance. In places such as China, Korea and Taiwan, we find that the PMIs are effective... 28th November 2014 · 1 min read
India Economics Update Three priorities for parliament’s winter session The government’s reform agenda has recently gathered momentum, but progress in a number of the most important areas has so far been underwhelming. Breakthroughs in some of these areas should be... 27th November 2014 · 1 min read
Emerging Europe Economics Update Deflation concerns spread across the emerging world Following sharp falls in commodity prices, concerns have started to mount that parts of the emerging world are about to slip into a damaging period of deflation. Although we think that inflation is... 27th November 2014 · 1 min read
Asia Data Response Philippines GDP (Q3) The Philippines economy grew at its slowest pace in more than three years in the third quarter. However, a pick-up is likely over the coming quarters, as government spending recovers and exports... 27th November 2014 · 1 min read
Emerging Markets Economics Update Where could the next EM rate surprise come? Policymakers in several EMs – notably China – have surprised the markets with unexpected rate decisions over the past month or so. In this Update we identify the EM central banks that are most likely... 26th November 2014 · 1 min read
RBI Watch Will the rupee prevent policy loosening? Markets seem certain that the RBI will keep interest rates on hold next week, but we are not so sure. Inflation has fallen much further than most had expected, GDP growth is still weak by past... 26th November 2014 · 1 min read
Asia Chart Pack Retail spending picks up, but recovery uneven There has been a gradual recovery in retail spending in Emerging Asia during 2014. The top performing countries are Indonesia and Malaysia, where retail sales are expanding at a double digit pace. In... 26th November 2014 · 1 min read
Asia Data Response Singapore GDP (Q3 Revised) Singapore's economy began to show signs of life in the third quarter, with manufacturing output picking up more than previously thought. The gradual recovery in the global economy and healthy real... 25th November 2014 · 1 min read
