Asia Economics Update Indian growth bottoming out, bumpy recovery ahead Indian GDP growth appears to be bottoming out. Growth accelerated in the third quarter of 2013 from the more than four-year low of the previous quarter. Looking ahead, we believe that the economy's... 2nd December 2013 · 1 min read
Asia Economics Weekly Growth in Asia has picked up, but risks lie ahead GDP data for the third quarter showed a small improvement in regional growth, led by stronger export performance. Looking ahead, we expect the region to pick up pace gradually over the next couple of... 2nd December 2013 · 1 min read
Emerging Markets Activity Monitor Asia leads the way, but growth remains weak across EM world Our GDP Tracker suggests that although EM growth has probably picked up a little recently, it is too soon to talk about a meaningful rebound. Signs of recovery are strongest in Emerging Asia... 28th November 2013 · 1 min read
Asia Economics Update Philippines economy in good shape before Typhoon Haiyan Figures released today show that the Philippines economy was in good shape before Typhoon Haiyan hit the country at the start of the month. In the short-term, growth is likely to slow, but the economy... 28th November 2013 · 1 min read
Asia Economics Update Vulnerable economies failing to put their fiscal houses in order Government finances are not a serious concern in most Asian countries. However, some of the governments that most need to rein in their deficits to help their economies withstand future bouts of... 27th November 2013 · 1 min read
Asia Economics Update Thailand’s rate cut may invite currency weakness In a surprise move, the Bank of Thailand (BoT) cut its policy rate by 25bps to 2.25% today. With the economy still in a fragile state, we expect rates to be kept low to support the economy through... 27th November 2013 · 1 min read
Asia Economics Update Asian markets see renewed volatility Continued uncertainty over when the US Federal Reserve will start to taper its asset purchases under QE3 has led to renewed volatility across Asian financial markets over the past month. Currencies... 26th November 2013 · 1 min read
Asia Economics Weekly China's Third Plenum reforms - what they mean for Asia The recently concluded Third Plenum in China has raised hopes that the country’s new leadership is serious about the need for meaningful reform and a rebalancing of the economy. This Weekly looks at... 25th November 2013 · 1 min read
Emerging Markets Economics Chart Pack EM exporters benefit from Chinese rebound EM exporters appear to have benefited from the recent investment-led rebound in China. But with China's infrastructure spending now easing again and policymakers determined to rein in credit growth... 22nd November 2013 · 1 min read
Asia Economics Update Singapore's economy will remain shackled Today’s revised GDP data showed that Singapore's economy expanded in the third quarter, despite an advanced estimate released last month pointing toward contraction. A gradual global recovery should... 21st November 2013 · 1 min read
Asia Chart Pack Uncertainty over Fed tapering weighs on currencies After a period of relative calm in October, many Asian currencies have again come under pressure in the past couple of weeks. The sell-off follows renewed speculation that the Fed might start to taper... 20th November 2013 · 1 min read
Emerging Markets Economics Update Stepping back from the EM currency rollercoaster EM currencies have resumed their rollercoaster ride over the past couple of weeks – first weakening on the back of renewed expectations that the Fed might start to taper its asset purchases by the end... 19th November 2013 · 1 min read
Asia Economics Update Thailand’s economy remains fragile, and downside risks are rising GDP data today showed Thailand’s economy returning to growth in the third quarter, but a strong recovery is unlikely to materialise any time soon. High household debt and delays to public investment... 18th November 2013 · 1 min read
Asia Economics Weekly Malaysia set to maintain faster growth rate Malaysia's economy gained pace in the third quarter, driven by faster private consumption growth and a recovery in exports. Although households may soon start to feel the strain of high debt levels... 18th November 2013 · 1 min read
Emerging Markets Economics Update Exchange rates to frame EM monetary policy in near term Currency movements will continue to play a major part in determining emerging market (EM) monetary policy. Countries where currencies have weakened alongside large current account deficits - Brazil... 15th November 2013 · 1 min read
Asia Economics Update India pinning too-high hopes on boost from monsoon On the back of the strongest monsoon in six years, policymakers in India appear confident that a bumper crop will translate into stronger growth and help tame inflation. While the monsoon will help at... 15th November 2013 · 1 min read
