Emerging Markets Economics Update How is government spending affecting EM growth? In parts of the emerging market world, an increasingly pro-cyclical government spending bias threatens to contribute to a more volatile pattern of growth. Within Latin America there is a risk that... 14th January 2013 · 1 min read
Asia Economics Update Latest data support case for rate cut in India India’s growth rate, rather than rebounding as many hoped, may be stabilising at a low level. But the latest fall in underlying inflation does at least provide a green light for the central bank to... 14th January 2013 · 1 min read
Asia Economics Weekly What to expect of Asia's exports this year We expect growth in the developed world to be sluggish in 2013, which suggests that Asia’s exports are unlikely to be strong. But the downside will be mitigated by Asia’s exports increasingly going to... 14th January 2013 · 1 min read
Asia Economics Update Korea's rate-cutting cycle has further to go The Bank of Korea (BoK) kept its policy rate at 2.75% today, as was widely expected. Korea’s economic slowdown has bottomed out, but we think growth is unlikely to rebound strongly and that inflation... 11th January 2013 · 1 min read
Emerging Markets Economics Update Slow start to 2013 in the US will hold back EMs The worst case scenarios associated with the US “fiscal cliff” have been avoided, but the US is still likely to get off to a slow start to the year. It will hold back growth in EMs, but it will not be... 9th January 2013 · 1 min read
Emerging Markets Economic Outlook Crumbling BRICs The economic outlook for the emerging world has brightened with most regions on course for a pick-up in growth in early 2013. But expectations for a rapid and sustained rebound are likely to be... 8th January 2013 · 1 min read
Asia Economics Focus Can Indonesia grow by 8%? Indonesia has seen a dramatic improvement in its economic performance over the past decade, thanks mainly to rapid investment growth. The government is trying to raise the economy’s potential growth... 7th January 2013 · 1 min read
Asia Economics Weekly Elections in 2013 – what they mean for Asia In this first Weekly of 2013, we take our usual look at the important elections that are set to take place in Asia over the coming year, assessing the implications for policymaking and the region’s... 7th January 2013 · 1 min read
Emerging Markets Economics Update Emerging Europe lagging behind in EM recovery Emerging market manufacturing grew at its fastest pace in more than 18 months in December, according to the latest PMI data. However, the improvement in performance was concentrated in Asia and Latin... 3rd January 2013 · 1 min read
Asia Economics Update Singapore set for a brief recovery The Bank of Korea (BoK) kept its policy rate at 2.75% today, as was widely expected. Korea’s economic slowdown has bottomed out, but we think growth is unlikely to rebound strongly and that inflation... 2nd January 2013 · 1 min read
Asia Economics Update Manufacturing in Asia improves, sustained recovery unlikely The December PMIs showed further signs of improvement for Asia’s manufacturers. However, conditions overall remain weak. An improvement in global sentiment should give a boost to manufacturing sectors... 2nd January 2013 · 1 min read
Asia Economics Weekly What to expect from Asia in 2013 Emerging Asia will remain a bright spot in the global economy in 2013. Weak external demand from the developed world will hamper Asia’s exports, but subdued inflation will provide room for more policy... 24th December 2012 · 1 min read
Asia Economics Update New Zealand still waiting on reconstruction boost New Zealand’s economy grew at a very slow pace in Q3. Reconstruction spending should lend some support next year, but a robust pick-up is unlikely. 20th December 2012 · 1 min read
Emerging Europe Economics Update EM inflation drops to near-three-year low Emerging Market (EM) inflation slowed to a near-three-year low in November. Fears of a food-led inflation shock this year have proved to be misplaced, as we had expected. While inflation is likely to... 20th December 2012 · 1 min read
Asia Economics Update Taiwan's monetary policy likely to be loosened in 2013 Taiwan’s central bank (CBC) kept its policy rate at 1.875% today, as was widely expected. The economy’s dependence on export-led growth means that the state of external demand will remain the key... 19th December 2012 · 1 min read
Asia Economics Update GDP growth to regain momentum in Sri Lanka GDP growth in Sri Lanka weakened in the third quarter to its slowest pace in three years. However, the economy is likely to pick up slightly in 2013 as a result of looser monetary policy. 19th December 2012 · 1 min read
