Asia Economics Update Korea's export recovery is unlikely to be sustained GDP data published earlier today showed that Korea's economy picked up in Q1 on the back of robust export growth. However, the export recovery is unlikely to be sustained. With inflation set to remain... 25th April 2013 · 1 min read
Asia Chart Pack Inflation continues to fall Inflation decelerated across Emerging Asia over the past year, with the y/y rate falling further in March in most of the economies we track. Inflation is also low by historic standards. Falling... 24th April 2013 · 1 min read
Emerging Markets Economics Update China slowdown opens the door for new EM growth stars Recent evidence of weaker economic activity in China and falling global commodity prices supports our view that overall emerging market (EM) growth will disappoint in the years ahead. But while... 24th April 2013 · 1 min read
Emerging Markets Economics Update BRICs continue to struggle The recent weakness of the economic data across the emerging world has been exacerbated by calendar effects. Even so, our EM GDP Tracker reveals a broader trend of weakening activity, particularly in... 22nd April 2013 · 1 min read
Asia Economics Weekly Lower commodity prices to help most Asian economies Commodity prices have fallen sharply over the past week as investors have taken a more downbeat view of global growth prospects. Although weak global demand is likely to weigh on Asia during the rest... 22nd April 2013 · 1 min read
Emerging Markets Economics Chart Pack Consumer spending starts to soften EM consumer spending has been one of the bright spots in the global economy in recent years, supported by healthy wage growth, low unemployment and loose monetary policy. But retail sales growth... 18th April 2013 · 1 min read
Emerging Markets Economics Focus Introducing the Capital Economics Risk Indicator Although emerging markets (EMs) have experienced rapid growth over the past 30 years, this period has been punctuated by occasional economic and financial crises. These have typically been preceded by... 16th April 2013 · 1 min read
Asia Economics Update Drop in inflation does not clear the way for a policy rate cut Last month’s drop in India’s wholesale price inflation will have come as a relief to policymakers who have been trying, with limited success, to lower inflation over the last three years. Market... 15th April 2013 · 1 min read
Asia Economics Weekly Singapore to keep monetary policy tight The Monetary Authority of Singapore’s decision to leave policy settings unchanged on Friday was no great surprise, given persistently high inflation. Despite the likelihood that growth will remain... 15th April 2013 · 1 min read
Asia Economics Update India's industrial recovery fails to convince Today’s industrial production data were better than expected, confirming that India’s industry is picking up. But the data also highlight the growing imperative for a faster pace of approvals of... 12th April 2013 · 1 min read
Emerging Markets Trade Monitor Export recovery loses its shine The recovery of Emerging Market exports has continued in recent months, but forward looking indicators suggest that they will soften over the course of Q2. What’s more, a big divergence remains in the... 12th April 2013 · 1 min read
Asia Economics Update Indonesian rates to stay on hold despite inflation risks Although Bank Indonesia kept interest rates on hold today, there is a growing risk that rising headline inflation will cause the central bank to hike rates before the end of the year. However... 11th April 2013 · 1 min read
Emerging Markets Economic Outlook Recovery falters The latest data suggest that the EM recovery may already be running into headwinds. With policy set to remain loose in most economies, EM growth is probably not about to slow again and will far... 10th April 2013 · 1 min read
Emerging Markets Economics Update China's economic rebound failing to save others Hopes that the rebound in China’s economy will help other EMs look set to be disappointed. Chinese trade data for March will be released later this week (Wednesday). But so far at least, the recovery... 9th April 2013 · 1 min read
Asia Economics Focus The winners and losers from China's rise China has come to play a key role as an assembly hub at the centre of increasingly sophisticated supply chain networks. For the rest of Asia, the main winners from this process have been those... 8th April 2013 · 1 min read
Asia Economics Weekly Malaysia's election - what it means for the economy Malaysia’s government dissolved parliament on Wednesday, leaving the election commission a 60-day window in which to call an election. This Weekly explains why, although an opposition victory is... 8th April 2013 · 1 min read
