Asia Economics Weekly Inflation rising, but scope for policy to remain loose Inflation in Emerging Asia has picked up in the past few months, albeit to a rate that is still low by historic standards. While the inflation outlook is not quite as benign as it has been for the... 9th December 2013 · 1 min read
Emerging Markets Economics Update What do China’s reforms mean for other EMs? The shift in China's growth model that has been signalled by its leadership would benefit many economies elsewhere in the emerging world while causing difficulties for others. Major commodity... 6th December 2013 · 1 min read
Asia Economics Update Malaysia to raise rates sooner than expected In its latest move to rein in subsidy spending, the Malaysian government this week announced that it will hike electricity tariffs in 2014. Further subsidy cuts, particularly on the fuel front, are... 6th December 2013 · 1 min read
Emerging Markets Economics Update Elections in the "Fragile Five": threat or an opportunity? Each of the five countries that were the worst hit by the summer currency sell-off (the so-called “Fragile Five”) are due to hold important elections next year. In the short term, uncertainty ahead of... 4th December 2013 · 1 min read
Asia Economics Update Australia’s economy is unlikely to rebalance seamlessly Australia’s economy slowed slightly in the third quarter. We expect growth to remain below trend over the next couple of years as the economy adjusts to cooling mining investment. 4th December 2013 · 1 min read
Asia Economics Update India’s current account vulnerability falls, but risks remain Measures to curb demand for imported gold have contributed to a sharp narrowing of India’s current account deficit. This should make the rupee less vulnerable to shifts in global investor sentiment. 4th December 2013 · 1 min read
Global Markets Update Aussie dollar likely to come under further pressure The Australian dollar was the second-worst performing of the G-10 currencies in November behind the Japanese yen, shedding nearly 4% of its value against the US dollar. We expect the Aussie to remain... 3rd December 2013 · 1 min read
Emerging Markets Economics Update BRIC manufacturing recovery lags behind Manufacturing in the emerging world remains on course for a fairly strong final quarter of the year. Our EM-wide manufacturing PMI, based on data produced by Markit, is consistent with industrial... 3rd December 2013 · 1 min read
Asia Economics Update Australia’s central bank still likely to provide more support The Reserve Bank of Australia (RBA) kept its policy rate on hold at 2.5% today. However, we think further loosening will be needed next year to help the economy cope with the cooling mining boom. 3rd December 2013 · 1 min read
Asia Economics Update November PMIs point to mixed recovery The November PMIs for Emerging Asia were a mixed bag. Regional manufacturing remains on the road to recovery, but today’s readings are a reminder that it is unlikely to be robust or even. 2nd December 2013 · 1 min read
Asia Economics Update Indian growth bottoming out, bumpy recovery ahead Indian GDP growth appears to be bottoming out. Growth accelerated in the third quarter of 2013 from the more than four-year low of the previous quarter. Looking ahead, we believe that the economy's... 2nd December 2013 · 1 min read
Asia Economics Weekly Growth in Asia has picked up, but risks lie ahead GDP data for the third quarter showed a small improvement in regional growth, led by stronger export performance. Looking ahead, we expect the region to pick up pace gradually over the next couple of... 2nd December 2013 · 1 min read
Emerging Markets Activity Monitor Asia leads the way, but growth remains weak across EM world Our GDP Tracker suggests that although EM growth has probably picked up a little recently, it is too soon to talk about a meaningful rebound. Signs of recovery are strongest in Emerging Asia... 28th November 2013 · 1 min read
Asia Economics Update Philippines economy in good shape before Typhoon Haiyan Figures released today show that the Philippines economy was in good shape before Typhoon Haiyan hit the country at the start of the month. In the short-term, growth is likely to slow, but the economy... 28th November 2013 · 1 min read
Asia Economics Update Vulnerable economies failing to put their fiscal houses in order Government finances are not a serious concern in most Asian countries. However, some of the governments that most need to rein in their deficits to help their economies withstand future bouts of... 27th November 2013 · 1 min read
Asia Economics Update Thailand’s rate cut may invite currency weakness In a surprise move, the Bank of Thailand (BoT) cut its policy rate by 25bps to 2.25% today. With the economy still in a fragile state, we expect rates to be kept low to support the economy through... 27th November 2013 · 1 min read
