Energy Watch Rising Indian demand not enough to boost coal prices Slower economic growth in China and the EU, combined with active efforts by these regions and the US to move away from coal power, have caused coal prices to slump dramatically over the last few... 10th October 2014 · 1 min read
Asia Economics Weekly How our forecasts differ from consensus and the IMF In this Weekly we look at how our GDP forecasts differ from consensus and those recently released by the IMF. In most countries our 2015 growth forecasts are not far out of line, but there are four... 10th October 2014 · 1 min read
Emerging Markets Economics Chart Pack EM industry still struggling Industrial production (IP) growth in the emerging world is very weak. In aggregate terms, EM output grew by just 2.0% y/y in August – the slowest rate of growth since the global financial crisis. The... 10th October 2014 · 1 min read
Asia Economics Update Australia's weak labour market to weigh on consumer spending A fall in employment in September, along with revisions to previous months, has left Australia's labour market looking weak, undermining hopes that stronger consumer spending can help compensate for... 9th October 2014 · 1 min read
Emerging Markets Economics Focus Why slower growth is the "new normal" for emerging markets For all the recent talk of a “great moderation” in EM growth, the uncomfortable truth is that the big slowdown in the emerging world actually occurred several years ago. More recently, growth has in... 8th October 2014 · 1 min read
Asia Economic Outlook Steady, if unspectacular, growth ahead Most economies in Emerging Asia are likely to see growth accelerate gradually over the next year, helped by a combination of stronger demand from advanced economies and relatively loose monetary... 8th October 2014 · 1 min read
Asia Economics Update Rates in Indonesia to remain on hold for a while yet Today’s decision by Bank Indonesia (BI) to leave interest rates on hold despite the slowing economy reflects continued unease over the size of the current account deficit. With the deficit likely to... 7th October 2014 · 1 min read
Asia Economics Update Interest rates in Australia to remain low The Reserve Bank of Australia (RBA) kept its main policy rate on hold at 2.50% today, and again signalled that it is not planning any change in monetary policy in the near-term. Although most analysts... 7th October 2014 · 1 min read
Emerging Markets Economics Update BRIC economies the main drag on EM manufacturing September’s manufacturing PMI data suggest that the sector has lost some steam across the emerging world. The recent weakness has been largely concentrated in the BRIC economies, although there were... 3rd October 2014 · 1 min read
Asia Economics Weekly What next for monetary policy in Singapore? The Monetary Authority of Singapore (MAS) is expected to keep its exchange rate policy on hold at its upcoming bi-annual policy meeting. In any case, the most important changes to monetary conditions... 3rd October 2014 · 1 min read
Emerging Markets Economic Outlook Investors face up to “new norm” for EM growth Investors have started to face up to the prospect that previous hopes of a significant rebound in EM growth are likely to be disappointed. But while the new normal for EM growth is going to be much... 1st October 2014 · 1 min read
Asia Economics Update Manufacturing recovery losing momentum The September PMIs for Emerging Asia were generally disappointing. With new orders also lacklustre, the manufacturing recovery is likely to remain uneven and slow-going. 1st October 2014 · 1 min read
Global Markets Update Is foreigners’ appetite waning? August was the fifth month in a row in which there were net inflows into global ETF and mutual funds that invest in emerging market assets. Admittedly, there was a small net outflow from funds that... 1st October 2014 · 1 min read
Asia Economics Update RBI holds rates, but cuts could soon come onto the agenda The Reserve Bank of India (RBI) left its policy rates on hold today but, given the weakness of recent activity data and the fact that inflation has fallen below the central bank’s near-term target, we... 30th September 2014 · 1 min read
Asia Economics Update Aussie and Kiwi dollars lead Asia’s currency sell-off Asia’s financial markets performed poorly in September, largely reflecting concerns about the outlook for US monetary policy. The New Zealand and Australian dollars were the worst performers, but... 30th September 2014 · 1 min read
Emerging Markets Activity Monitor GDP Trackers suggest EM growth slowing once again Our GDP Tracker suggests that EM growth has slowed once again in recent months. The latest slowdown has been concentrated in Latin America and Emerging Europe, but there are some signs that growth has... 30th September 2014 · 1 min read
