Emerging Markets Activity Monitor EM growth steady, but some bright spots Growth in the emerging world as a whole was steady at around 4.5% y/y over the first few months of the year, but there are several bright spots. Growth has picked up in some of the more open... 29th May 2014 · 1 min read
Asia Economics Update Philippines economy likely to rebound from Q1 slowdown GDP growth in the Philippines slowed in Q1, but the breakdown of the data was more encouraging than the headline numbers. The outlook remains upbeat. We expect a rebound over the coming quarters... 29th May 2014 · 1 min read
Asia Economics Update India’s current account deficit likely to widen, but gradually India’s current account deficit fell to its lowest level in five years last quarter. Looking ahead, the deficit looks set to widen as imports are likely to rise on the back of an economic recovery and... 27th May 2014 · 1 min read
Asia Economics Update Thailand's political crisis won't hurt the rest of the region Thailand's protracted political crisis has damaged the domestic economy, but there are few signs of contagion to the rest of the region. Some of its neighbours may even stand to benefit. 26th May 2014 · 1 min read
Asia Economics Focus Will urbanisation continue to drive growth in Asia? Urbanisation has been an important growth driver for Asian economies over the past few decades. With the proportion of the population living in urban areas still below 50% in many Asian countries... 26th May 2014 · 1 min read
Asia Economics Weekly Is Emerging Asia missing out on the global recovery? Recovery in advanced economies has been underway for the best part of a year now, but Emerging Asia’s exports have remained sluggish. Some commentators are concerned this is more than a short-term... 26th May 2014 · 1 min read
Asia Economics Update Thai coup restores short-term stability at long-term cost Thailand’s coup should reduce uncertainty in the near term and so may well be welcomed by financial markets. But it brings lasting resolution of the political conflict no closer and further undermines... 22nd May 2014 · 1 min read
Emerging Europe Economics Update Impact of currency weakness on inflation has been muted The sharp fall in many emerging market (EM) currencies over the past year has not led to the big EM-wide inflation shock that some were predicting. Looking ahead, we expect inflation across the... 21st May 2014 · 1 min read
Asia Economics Update Will India’s central bank stand in the way of a stronger rupee? With India’s economy set to benefit from the stability provided by the first single-party majority government since the 1980s, an influx of foreign investment should push the rupee higher against the... 21st May 2014 · 1 min read
Asia Economics Update Is Thailand’s crisis any nearer to being resolved? Contrary to some of the initial commentary, we are not convinced that the military’s imposition of martial law has brought resolution of Thailand’s political crisis any closer. There are a number of... 21st May 2014 · 1 min read
Asia Economics Update External outlook upbeat for Singapore Today’s GDP data showed that Singapore's economy started the year better than previously thought. Recovering demand from advanced economies should support growth for the rest of 2014. 20th May 2014 · 1 min read
Emerging Markets Economics Update The “Taper Tantrum” one year on A year on from the start of the so-called “taper tantrum”, in which concerns about the withdrawal of monetary stimulus by the Fed sent shock waves through EM financial markets, the vulnerabilities... 19th May 2014 · 1 min read
Asia Economics Update Thailand’s economic prospects hinge on political situation Prolonged political uncertainty in Thailand has clearly taken a heavy toll on the economy, which contracted in the first quarter of the year. Unless a resolution to the political crisis is found soon... 19th May 2014 · 1 min read
Asia Economics Weekly Is a credit bubble building in the Philippines? The surge in credit that has been going on across much of Emerging Asia since the global financial crisis has been getting some well-deserved media attention recently. But while we have been flagging... 19th May 2014 · 1 min read
Asia Economics Update Strong BJP mandate could be a game-changer for India For the first time in 30 years, it appears that a national government in India will be free from the chains of coalition politics, giving it a strong platform from which to launch much-needed economic... 16th May 2014 · 1 min read
Emerging Markets Economics Chart Pack EM growth stuck in the slow lane Having shown signs of picking up towards the end of last year, growth across the emerging world seems to have slowed once again in recent months. The latest slowdown has been due to several factors... 16th May 2014 · 1 min read
