Emerging Markets Trade Monitor Emerging market exporters face more tough times ahead Emerging market exports have been hit by a broad slowdown in global demand this year, with the last few months proving especially weak. Given the bleak outlook for the global economy, a meaningful... 11th October 2012 · 1 min read
Asia Economics Update Will the reform boost for Indian markets last? The recent burst of reforms has buoyed India’s equity and currency markets, and some further measures are possible in the coming weeks. However, the country’s fundamental outlook has not improved... 11th October 2012 · 1 min read
Asia Economic Outlook Bumpy road ahead Although Asia will not be immune from the continuing crisis in the euro-zone and weak global demand, healthy fundamentals and plenty of scope for policy easing mean growth should hold up relatively... 10th October 2012 · 1 min read
Emerging Markets Economics Update Are emerging markets losing their competitive edge? Among the major emerging market (EM) regions, we estimate that Latin America has experienced the greatest loss of competitiveness over the past few years. In the medium term, weaker productivity... 10th October 2012 · 1 min read
Asia Economics Weekly Pakistan’s central bank aiming to rekindle investment In a bid to revive investment, the State Bank of Pakistan (SBP) cut its policy rate for the second successive meeting on Friday. The SBP is likely to loosen monetary policy further, even at the risk... 8th October 2012 · 1 min read
Emerging Markets Economics Update How much scope do emerging markets have to loosen policy? Despite recent policy easing by the US Fed and the ECB, we expect global growth will continue to disappoint over the next couple of years. Against this gloomy background, prospects for emerging... 5th October 2012 · 1 min read
Emerging Markets Economics Update QE3: big risk or damp squib? There is growing concern among emerging market (EM) policymakers that a third dose of QE from the Fed will stoke hot money inflows to the developing world, and open up a new front in the so-called... 4th October 2012 · 1 min read
Emerging Markets Economics Update Emerging Market manufacturers still struggling The Bank of Uganda lowered its benchmark interest rate by 200bps to 13.00% today and, while theeasing cycle still has further to run, we think the pace of rate cuts may slow in the months ahead. 2nd October 2012 · 1 min read
Asia Economics Update Australia finished cutting rates The Reserve Bank of Australia (RBA) cut its policy rate by 25bp to 3.25% today. We think this will mark the end of its loosening cycle, with rates set to remain on hold until late 2013. 2nd October 2012 · 1 min read
Asia Economics Focus Is Indonesia overheating? Rapid economic growth, coupled with strong credit expansion and a worsening current account have led to fears among some commentators that Indonesia’s economy is overheating, and that the central bank... 1st October 2012 · 1 min read
Asia Economics Update Manufacturing recovery still some way off The September PMIs signal that manufacturing remains weak in Asia. We think that global growth will continue to struggle over the coming year or so and that, against this backdrop, manufacturing... 1st October 2012 · 1 min read
Asia Economics Update India's latest fiscal plan likely to be only partly adopted If implemented, the recommendations of the Kelkar Commission would put India’s public finances on a far more stable footing. However, the government is unlikely to be able to adopt them in full. 1st October 2012 · 1 min read
Asia Economics Weekly Property prices in Asia - an update Last year we identified Hong Kong, Vietnam, Singapore and Taiwan as places where property markets were showing signs of overheating. This Weekly examines how property prices in the region have fared... 1st October 2012 · 1 min read
Asia Economics Update India's external deficit remains a concern India‘s current account deficit fell in the second quarter of the year, but only slightly. The deficit remains high and India is still dependent on fragile portfolio investment. In these circumstances... 28th September 2012 · 1 min read
Emerging Markets Economic Outlook Shifting down the gears We expect emerging market (EM) growth to slow to around 4.5% in 2013, with only a modest pick-up to 5.0% in 2014. This would be some way below average growth of 6.1% seen since 2000. What’s more... 27th September 2012 · 1 min read
Asia Economics Update Weak Q3 growth in Vietnam, improvement unlikely soon Vietnam looks on course to report its weakest pace of full-year growth in over a decade after figures released today showed the economy is continuing to struggle. Problems in the banking sector, which... 27th September 2012 · 1 min read
