Asia Economics Update Thailand's government will push for more rate cuts The Bank of Thailand cut its policy rate for the first time since October at its meeting today, under heavy pressure from the government. Another rate cut is likely in the coming months. 29th May 2013 · 1 min read
Emerging Markets Economics Update Demographics will not determine future of EMs Healthy demographics can certainly play a role in supporting growth in emerging markets. However, the future performance of places such as India, the Middle East and Africa, where demographics are... 29th May 2013 · 1 min read
Emerging Markets Economics Update Weaker growth keeps EM central banks in easing mode In aggregate terms, EM monetary policy has been loosened over the past six months. But there has been a big difference between the actions of central banks in each EM region. In Europe and, more... 28th May 2013 · 1 min read
Asia Economics Weekly NIEs underperformance set to continue One of the most notable features of the Q1 GDP data for Emerging Asia is the continued weak performance of the NIEs (Newly Industrialised Economies, Korea, Taiwan, Hong Kong and Singapore). This... 27th May 2013 · 1 min read
Emerging Markets Economics Focus What next for the EM recovery? The recovery in emerging market (EM) growth during the second half of 2012 has faltered since the start of this year. This is due in large part to renewed weakness in the BRIC economies, which we... 23rd May 2013 · 1 min read
Asia Economics Update Singapore avoids Q1 contraction, but strong pick-up unlikely Today’s revised GDP data showed that Singapore's economy expanded in Q1, despite an advanced estimate released in mid-April pointing toward contraction. Nevertheless, weak export growth continues to... 23rd May 2013 · 1 min read
Asia Chart Pack Weak growth prompts monetary easing Economic growth slowed nearly everywhere in Asia last quarter. This weakness, alongside low inflation and, in the case of Korea and Australia, worries over currency strength, prompted five central... 22nd May 2013 · 1 min read
Emerging Europe Economics Update EM inflation outlook benign As the distortions surrounding Chinese New Year have fallen out of the data, the underlying picture across Emerging Markets is one of weak price pressures. Looking ahead, there are few signs that... 21st May 2013 · 1 min read
Asia Economics Update Thailand's economy should rebound from weak Q1 Thailand’s economy struggled last quarter, but a modest rebound is likely over the coming quarters. Against this backdrop, we think the central bank will continue to resist pressure to cut rates. 20th May 2013 · 1 min read
Asia Economics Weekly Investment unlikely to spur Asian economic resurgence Although most Asian countries invest more than their counterparts in other emerging regions, there is still scope for many countries in Emerging Asia to boost GDP growth by investing more. However, as... 20th May 2013 · 1 min read
Emerging Markets Economics Update EM consumer spending unlikely to stage strong recovery Over-invoicing by exporters over the last five months has significantly inflated the apparent strength of overseas demand. While official customs data show a surge in exports, this is not evident in... 17th May 2013 · 1 min read
Emerging Markets Economics Update A closer look at international corporate bond issuance This week’s bumper foreign debt sale by Brazil’s Petrobras has put the spotlight on the fast-expanding overseas market for EM corporate bonds. As it happens, this type of financing is still a small... 16th May 2013 · 1 min read
Emerging Markets Economics Chart Pack Growth slowdown prompts further easing Economic activity across the emerging world looks to have moderated since the start of the year, with our GDP tracker pointing to weaker growth in Emerging Europe, Emerging Asia and Latin America... 15th May 2013 · 1 min read
Asia Economics Update Malaysia’s economy to settle at a slower growth rate Today’s GDP data show that Malaysia’s economy slowed more than expected in Q1. Subdued global demand is likely to prevent a strong recovery over the coming quarters. 15th May 2013 · 1 min read
Asia Economics Update Australia’s public finances are still in good shape Australia’s government expects to make little headway in reducing its budget deficit in 2013/14. The government had previously been aiming to balance the budget in the current fiscal year, but... 15th May 2013 · 1 min read
Asia Economics Update Lower Indian inflation unlikely to result in imminent rate cut The continuing slide in India’s wholesale price inflation will come as a relief to policymakers, but expectations of another near-term rate cut are likely to be disappointed. The RBI will want to see... 14th May 2013 · 1 min read
