Asia Economics Update Taiwan set for gradual recovery GDP data released today showed that Taiwan’s economy remained lacklustre in the second quarter. Growth is likely to remain weak in the near-term but, with the global economy set to record a slow, but... 31st July 2013 · 1 min read
Asia Economics Update Indian rates to be kept on prolonged hold The Reserve Bank of India (RBI) kept its policy rates unchanged at its meeting today, as was widely expected. Recently-implemented tightening measures could be removed within the next few months, if... 30th July 2013 · 1 min read
Asia Economics Weekly Infrastructure projects key for Thailand’s prospects Government plans in Thailand for a series of huge infrastructure projects have the potential to transform the country’s growth prospects. However, as this Weekly explains, success is by no means... 29th July 2013 · 1 min read
Emerging Markets Activity Monitor Glimmers of hope? Our GDP Tracker suggests that after a sharp slowdown at the start of the year, EM growth ticked up in May. Evidence of a possible turnaround is strongest in Emerging Europe, and weakest in Emerging... 26th July 2013 · 1 min read
Asia Economics Update Interest rates in the Philippines to rise next year The decision by the Philippine central bank (BSP) to leave interest rates on hold today was no great surprise given that growth remains strong and inflation looks set to stay subdued. We expect... 25th July 2013 · 1 min read
Asia Economics Update Faster growth reduces the need for rate cuts in Korea Data released today show that Korea’s economy picked up in Q2 on the back of stronger consumption and investment. Although low inflation means policymakers still have scope to cut interest rates, with... 25th July 2013 · 1 min read
Asia Economics Update New Zealand rates to remain low Despite worries that the housing market may be showing signs of overheating, the Reserve Bank of New Zealand (RBNZ) kept its policy rate unchanged at 2.5% today. We expect the cash rate to remain on... 24th July 2013 · 1 min read
Emerging Europe Economics Update EM inflation turns around, but big pick-up unlikely Emerging market inflation rose last month, but the combination of soft core price pressures and falling global food price inflation means that any further increases are likely to be limited. 24th July 2013 · 1 min read
Asia Chart Pack Bottoming out? Growth in Emerging Asia, which has slowed sharply since the start of the year, may have bottomed out. According to our GDP Tracker, which uses monthly data for output and expenditure, regional GDP... 24th July 2013 · 1 min read
Emerging Markets Economics Update What will a tapering of QE3 mean for EM interest rates? The sell-off in EM currencies that has followed the Fed’s signal that it may start to taper its asset purchases under QE3 has led central banks in India, Indonesia and now Turkey to hike interest... 23rd July 2013 · 1 min read
Asia Economics Weekly Asia’s export weakness to continue Exports from Emerging Asia remain lacklustre and continue to hold back the region’s growth. As this Weekly explains, a strong and sustained export recovery is unlikely anytime soon. 22nd July 2013 · 1 min read
Emerging Markets Economics Chart Pack Currency sell-off unlikely to prompt a wave of rate hikes Lingering fears over the impact of a tapering of asset purchases by the US Fed have seen emerging market currencies continue to weaken over the past month – countries with current account deficits... 18th July 2013 · 1 min read
China Economics Focus Asia’s diverging growth prospects China’s Q2 GDP data underline the extent to which Asia’s economic landscape has shifted. We expect growth in China to continue to slow over the next couple of years. For India, the worst of the... 17th July 2013 · 1 min read
Asia Economics Update India’s liquidity measures push policy rate cuts off the table The Reserve Bank of India’s (RBI) efforts to tighten liquidity have given a bounce to the rupee today. But greater currency stability, even if sustained, will come at the cost of a further economic... 16th July 2013 · 1 min read
Emerging Markets Economics Update Emerging Market growth: the long view We think that the non-BRIC Emerging Markets (EMs) will play a more important role than the BRICs in driving a gradual acceleration of global GDP growth over the next 2-3 years. Within the EM world... 15th July 2013 · 1 min read
Asia Economics Update India's rising inflation makes near-term rate cut even less likely Today’s slight increase in India's wholesale price inflation will not have greatly alarmed policymakers, but the increase in consumer price inflation is a bigger worry. The chances of the Reserve Bank... 15th July 2013 · 1 min read
