Asia Economics Weekly Asia’s export recovery to gain momentum Emerging Asia’s exports have continued on a path of slow recovery in recent months. Exports should gain more momentum over the next couple of years as demand from advanced economies strengthens. The... 13th January 2014 · 1 min read
Emerging Markets Economic Outlook The elusive recovery Fears about the impact of Fed tapering on Ems have eased in recent months, but the economic data have remained weak. Indeed, our GDP Tracker suggests that growth remains stuck at a four-year low... 10th January 2014 · 1 min read
Asia Economics Update Bank Indonesia on hold, no hikes on the horizon Bank Indonesia (BI) today left interest rates on hold for the second consecutive month, suggesting it has become less concerned by the weakness of the currency. Looking ahead, with inflation set to... 9th January 2014 · 1 min read
Asia Economics Update Bank of Korea to keep rates on hold until 2015 The Bank of Korea (BoK) kept its policy rate on hold today for the eighth consecutive month. With the economy set to stage a gradual recovery over the next year and inflationary pressures likely to... 9th January 2014 · 1 min read
Emerging Markets Economics Update Four wildcards for 2014 Our central forecast is for another year of lacklustre growth in the emerging world in 2014. But, as always, there are risks to our forecast - both on the upside and downside. Most attention has... 8th January 2014 · 1 min read
Asia Economics Update Thailand’s political crisis poses growing threat to economy Thailand’s political crisis is showing no sign of nearing an end. A prolonged impasse could disrupt the roll-out of the government’s key public infrastructure projects, and cause further damage to the... 8th January 2014 · 1 min read
Emerging Markets Trade Monitor "Fragile five" trade balances improving EM export growth continued to gather pace in November and forward-looking indicators suggest that the recovery has further to run. There are signs that the trade balances of the “fragile five” EMs... 7th January 2014 · 1 min read
Asia Economics Weekly Elections in 2014 – what they mean for Asia In this first Weekly of 2014, 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... 6th January 2014 · 1 min read
EM Valuations Monitor Turkish lira comes under fire A high-level corruption scandal has taken its toll on Turkey’s financial markets over the past month. The stock market has been the second worst performer among those of the emerging economies that we... 3rd January 2014 · 1 min read
Emerging Markets Economics Update Manufacturing outperforming in more open EMs Our EM-wide manufacturing PMI edged down last month, but industry still appears to have ended 2013 stronger than it was in the third quarter of last year. At a regional level, activity accelerated in... 3rd January 2014 · 1 min read
Asia Economics Update Sri Lanka cuts lending rate, further cuts unlikely in 2014 The central bank of Sri Lanka (CBSL) left its deposit rate on hold today, but cut its lending rate to a new record low against a backdrop of easing inflationary pressures. Looking ahead, with economic... 2nd January 2014 · 1 min read
Asia Economics Update PMIs suggest continued upturn across most of Asia The December PMIs for Emerging Asia point to gradually improving conditions in the region's manufacturing sectors, other than in China. New orders continued to rise nearly everywhere, suggesting... 2nd January 2014 · 1 min read
Asia Chart Pack Thailand ends the year in crisis Thailand heads into 2014 in political crisis. Anti-government protests that began in November have pushed the prime minister, Yingluck Shinawatra, into dissolving parliament and calling new elections... 24th December 2013 · 1 min read
Asia Economics Update Asian markets shrug off Fed tapering Asian financial markets took the Fed’s decision last week to taper its asset purchases under QE3 largely in their stride. Currencies fell, but not by much, while equity markets on the whole were up... 23rd December 2013 · 1 min read
Asia Economics Weekly What to expect from Asia in 2014 In this Weekly we outline our key calls for the region in 2014. Emerging Asia will remain a bright spot in the global economy, with growth set to accelerate in most economies on the back of continued... 23rd December 2013 · 1 min read
Emerging Markets Economics Focus What to expect from emerging markets in 2014 For all the recent talk of a “Great Deceleration”, we think that the bulk of the slowdown in EM growth has already happened. Growth in aggregate next year looks set to be broadly unchanged from 2013... 19th December 2013 · 1 min read
