Emerging Markets Activity Monitor Talk of “Great Deceleration” overlooks recent stabilisation Despite recent talk of a “Great Deceleration” in the emerging world, our GDP Tracker suggests that EM growth has stabilised – albeit at a weak pace – over the past few months. 26th September 2013 · 1 min read
EM Valuations Monitor Regional divergence in stock market valuations The recovery in emerging market equities – up almost 6% on average since this time last month – has boosted price/earnings ratios across almost all the major regions. From a historical perspective... 25th September 2013 · 1 min read
Asia Economics Update Vietnam set for slow recovery in wake of banking crisis GDP data released today show that Vietnam’s economy remains weak in the wake of a banking crisis, which has led to a credit crunch. The woes of the financial sector look set to weigh on the economy... 25th September 2013 · 1 min read
Asia Chart Pack Short-lived relief for India and Indonesia Last week’s surprise decision by the US Fed to delay tapering of its QE programme provided an immediate boost to currencies and equity markets across Asia, including those in two of the region’s most... 24th September 2013 · 1 min read
Emerging Europe Economics Update Few signs of EM inflation pressures Emerging market inflation edged down in August and there’s little evidence to suggest that there will be a significant rise in price pressures over the coming months. 24th September 2013 · 1 min read
Asia Economics Update Emerging Asia Markets Monitor (Sep.) Asian currencies and equity markets have rebounded strongly over the past month. The biggest gains have been in those countries that were hardest hit by the sell-off in August. Bond yields have fallen... 24th September 2013 · 1 min read
Asia Economics Weekly India’s Reserve Bank changes tack The new governor of the Reserve Bank of India has attempted a deft trick at his first policy meeting: hiking the most closely-watched policy rate to signal his inflation fighting intentions while... 20th September 2013 · 1 min read
Emerging Markets Economics Chart Pack Fed brings some relief to EM currencies Financial markets across the emerging world have rallied in the wake of the Fed’s decision to delay QE tapering, easing concerns that several EMs were on the cusp of currency crises. As it happens... 20th September 2013 · 1 min read
Emerging Markets Economics Update A reprieve for troubled EMs, but fundamental problems persist The Fed’s decision yesterday not to taper its asset purchases just yet provides some breathing room for the more troubled emerging economies. But their structural problems remain and uncertainty about... 19th September 2013 · 1 min read
Asia Economics Update New Zealand set for a solid rebound New Zealand’s economy slowed in Q2, as drought hit agricultural and manufacturing production. However, there were encouraging signs of improvement in other areas of the economy, which bodes well for... 19th September 2013 · 1 min read
Asia Economics Focus Credit slowdown set to weigh on Thailand’s growth Thailand’s economic growth since the global financial crisis has been supported by an unsustainable surge in credit. Cooling this credit boom is essential to avoid a future crisis but, as this happens... 19th September 2013 · 1 min read
Emerging Markets Economics Update The economic impact of Fed tapering revisited We expect the Fed to announce a small reduction in its asset purchases at the conclusion of today’s FOMC meeting. In this Update we revisit the implications for EMs and explain why, despite the market... 18th September 2013 · 1 min read
Emerging Markets Trade Monitor Signs of improvement in EM trade data The most recent Emerging Market (EM) trade data show that export growth accelerated in July. What’s more, on the basis of the latest leading indicators, a further improvement in EM exports looks... 18th September 2013 · 1 min read
Emerging Markets Economics Update EM policymakers step back from foreign exchange intervention One of the more surprising features of August’s EM currency sell-off is how little policymakers in the worst-affected countries intervened in foreign exchange markets to try to stop it. In the case of... 17th September 2013 · 1 min read
Asia Economics Update India’s inflation data keep RBI in a bind India’s most closely-watched inflation measure rose further in August, underlining the challenges faced by the Reserve Bank’s (RBI) new governor, Raghuram Rajan, when the economy is obviously... 16th September 2013 · 1 min read
Asia Economics Weekly Five years after Lehmans: how has Asia changed? It is five years since the collapse of Lehman Brothers. Asia has been able to grow rapidly in the years since, but with monetary policy both at home and abroad likely to be less supportive in the... 13th September 2013 · 1 min read
