Asia Economics Update Growth in Indonesia to remain lacklustre Indonesia's economy slowed in Q1, and we think that tight monetary policy, along with weak demand for commodity exports, will prevent a bounce-back to the 6%-plus growth rates that not long ago looked... 5th May 2014 · 1 min read
Asia Economics Weekly Rate hikes coming soon in the Philippines and Malaysia The coming week sees scheduled monetary policy meetings in five countries. Korea, Australia and Indonesia look almost certain to keep interest rates on hold. The decisions in the Philippines and... 5th May 2014 · 1 min read
Asia Economics Update External demand to bolster Asia's manufacturing recovery The April PMIs for Emerging Asia suggest the region's manufacturing recovery has yet to shift up a gear. However, improving external demand should provide a boost to Asian industry in the coming... 2nd May 2014 · 1 min read
Asia Economics Update Asian equities record a solid month Most of Asia’s stock markets recorded gains in April, buoyed by capital inflows. The positive sentiment toward Asian equities appears to reflect an easing of fears over a hard landing in China, as... 30th April 2014 · 1 min read
Emerging Markets Activity Monitor Recovery in Emerging Europe picks up pace, but others struggle Although growth has remained roughly unchanged across the emerging world as a whole over the past few months, there are some stark differences in performance across regions. In particular, growth in... 30th April 2014 · 1 min read
Asia Economics Update Exports and low interest rates to drive Taiwan recovery Taiwan recorded another quarter of decent growth in Q1, helped by robust exports and private consumption. Looking ahead, the economy should continue growing at a solid pace on the back of loose... 30th April 2014 · 1 min read
Asia Chart Pack Political developments take centre stage Political developments have taken central stage over the past month. Election season is underway in India and Indonesia. Investors are optimistic that India’s election will bring about a positive... 29th April 2014 · 1 min read
Asia Economics Update India’s consumers still far from healthy Rising consumer confidence in India suggests that the long-running slump in consumption may soon come to an end. However, any recovery in household spending is likely to be muted as consumers continue... 29th April 2014 · 1 min read
Asia Economics Weekly Slower growth in China won’t derail Asia’s export recovery Export growth from Emerging Asia remains lacklustre. Things should improve over the next couple of years on the back of a recovery in the developed world, which should more than compensate for weaker... 28th April 2014 · 1 min read
Global Markets Update Investors flee China’s equity market Net selling by global ETFs and mutual funds dedicated to investing in equities in China was larger in March than in any other month on record according to EPFR Global. This presumably reflected... 24th April 2014 · 1 min read
Emerging Europe Economics Update Is an El Niño a risk to EM inflation? The current period of subdued inflation in the emerging world shows no signs of nearing an end. One possible risk to the outlook is an El Niño, which weather forecasters warn could be on its way, and... 24th April 2014 · 1 min read
Asia Economics Update New Zealand’s rate hiking cycle has a long way to go The Reserve Bank of New Zealand (RBNZ) raised its policy rate by 25bp to 3.0% today, and made it clear in its statement that more rate hikes are on the way. Although the RBNZ’s own forecasts have not... 24th April 2014 · 1 min read
Asia Economics Update Steady recovery to continue in Korea Korea’s economy recorded another quarter of solid growth in the first quarter of the year thanks to a rebound in investment and continued recovery in export demand. Looking ahead, the economy should... 24th April 2014 · 1 min read
Asia Economics Update Thailand to keep policy rate on hold Following a 25bp cut to its policy rate last month, the Bank of Thailand (BoT) adopted a wait-and-see approach today and kept the benchmark rate unchanged. With demand still fragile, we expect... 23rd April 2014 · 1 min read
Asia Economics Weekly What to expect from Asia’s Q1 GDP data Most economies in the region are due to release Q1 GDP data over the next few weeks. OurGDP tracker suggests economic growth was broadly unchanged in Emerging Asia (excludingChina) from Q4. The Newly... 22nd April 2014 · 1 min read
Emerging Markets Economics Chart Pack Ukraine crisis having limited impact on EMs The crisis in Ukraine has so far had only a small impact on most emerging markets. Although EM equities have fallen in recent days as the crisis has intensified, they have still risen over the past... 17th April 2014 · 1 min read
