Emerging Markets Economics Chart Pack EM world is facing a difficult year The EM recovery is still struggling for momentum, with our GDP tracker suggesting that the upturn in growth seen in mid-2013 may have stalled. On the positive side, it seems unlikely that the most... 20th February 2014 · 1 min read
Asia Economics Focus Thailand's political crisis and its economic implications Thailand has been mired in a political crisis since November last year which continues to show no clear sign of resolution. The prolonged impasse has disrupted economic activity and is hurting the... 20th February 2014 · 1 min read
Asia Economics Update Singapore's export outlook is upbeat, but it faces domestic drags Today’s GDP data showed that Singapore's economy ended 2013 on a strong note. Recovery in advanced economies should support growth this year, even as domestic factors act as drags. Given the healthy... 20th February 2014 · 1 min read
Emerging Markets Economics Focus Which EMs are succeeding with the reform challenge? In contrast to the BRICs, where economic growth is likely to disappoint without structural reform, there are parts of the emerging world where recent economic reforms should provide a major boost to... 19th February 2014 · 1 min read
Asia Economics Update India’s auto industry highlights weakness of domestic demand Domestic demand in India remains lacklustre, overshadowing the encouraging performance of exports. Trends in the auto industry provide a case in point, as healthy passenger vehicle exports have not... 18th February 2014 · 1 min read
Asia Economics Update Thailand’s economy to struggle amid unresolved political crisis Thailand’s economy was not as badly damaged by the outbreak of political unrest in Q4 last year as we had feared, but with the disruption escalating since late December, much worse probably lies ahead... 17th February 2014 · 1 min read
Asia Economics Weekly Prolonged political crisis holding back growth in Thailand Following an inconclusive general election, Thailand’s power vacuum is likely to persist for a couple more months at least. Most attention has been focused on the potential short-term economic... 17th February 2014 · 1 min read
Asia Economics Update Bank Indonesia to keep rates on hold until 2015 Bank Indonesia (BI) today left interest rates on hold for a third consecutive month. With the rupiah showing signs of resilience, inflation likely to fall back in the second half of the year, and the... 13th February 2014 · 1 min read
Asia Economics Update Bank of Korea in no rush to tighten monetary policy The Bank of Korea’s (BoK) decision to keep interest rates on hold for a ninth consecutive month comes against a background of weak price pressures. Looking ahead, with inflation set to remain subdued... 13th February 2014 · 1 min read
Asia Economics Update India's policy options limited by stubborn inflation Today’s output and inflation data from India were, in each case, a little better than expected but they won’t drive away the dark cloud that hangs over the outlook for the economy. Industrial... 12th February 2014 · 1 min read
Emerging Markets Trade Monitor EM exports picking up, but recovery uneven Surprisingly strong export growth from China last month has raised hopes of a broader recovery in EM exports. However, the country level data suggest that export performances are highly uneven, with... 12th February 2014 · 1 min read
Asia Economics Update Export sector to drive Malaysia’s growth The acceleration in Malaysia’s economy in the final quarter of 2013 reinforces our view that the central bank is likely to tighten monetary policy sooner rather than later. While policy tightening... 12th February 2014 · 1 min read
Asia Economics Update Rupee stability key to relaxation of India’s gold import curbs The rupee has come through the recent EM turbulence largely unscathed. But the authorities have hinted at the possibility of easing the gold import curbs that have reduced the trade deficit and... 11th February 2014 · 1 min read
Emerging Markets Economics Focus Will the BRICs embrace economic reforms? The recent slowdown in the major BRIC economies has been driven largely by structural factors, meaning that a new wave of reforms is needed if they are to regain their vigour. But, as things stand... 10th February 2014 · 1 min read
Asia Economics Update Rajan is laying foundations for long-term growth in India After five months in office, nobody would accuse Raghuram Rajan of keeping a low profile. Rarely has a central bank governor been such a regular fixture in local papers. The global media is also... 10th February 2014 · 1 min read
Asia Economics Weekly Inflation to fall in Indonesia despite currency weakness Bank Indonesia meets this week with the rupiah having so far come through the latest period of EM turmoil in reasonable shape. As such, it is under little pressure to follow other EM central banks in... 10th February 2014 · 1 min read
