Asia Economics Update Bank of Korea to cut rates in May The Bank of Korea left its policy rate on hold today (at 3.5%) and attempted to push back against expectations for an early rate cut. However, with inflation likely to be back to target soon and... 22nd February 2024 · 3 mins read
Event Commodities Drop-In: China trade data and the commodities demand outlook 1709798400 How strong was Chinese commodities demand at the start of 2024? What do official growth and spending targets signal about demand over the coming year?
Long Run Economic Outlook AI productivity boom tempered by protectionist threat The AI revolution should deliver substantial productivity gains in the coming decade, particularly in advanced economies. But with working age populations falling in key areas and China’s economy in... 20th February 2024 · 1 hr, 9 mins read
China Rapid Response Policy Rates (Feb.) Today’s 25bp cut to the 5-year LPR is clearly aimed at supporting the housing market. On its own it will not revive new home sales. But coupled with efforts to provide increased credit support to... 20th February 2024 · 3 mins read
Event China Drop-In: Why China’s NPC won’t fix what ails its economy 1709625600 The 2024 National People’s Congress (NPC) will take place against a backdrop of acute concern about the Chinese economic outlook.
Asia Rapid Response Thailand GDP (Q4) Thailand’s economy contracted in Q4 due to weaker domestic demand. Looking ahead, we expect steady, if unspectacular, growth this year with a further rebound in tourism and strong government spending... 19th February 2024 · 3 mins read
Asia Economics Weekly BoK on hold, Malaysia Q4 GDP, election roundup The Bank of Korea looks almost certain to leave interest rates unchanged at its meeting on Thursday. Instead, the focus will be on the tone of the statement. We expect the central bank to start... 16th February 2024 · 7 mins read
Asia Economics Update Pakistan: election result bad news for the economy Pakistan’s general election has thrown the country’s political scene into turmoil, with no party emerging with a majority from Thursday’s poll. A hung parliament may complicate the country’s upcoming... 9th February 2024 · 3 mins read
Asia Economics Weekly Encouraging news on inflation, Indonesia elections The most recent batch of inflation figures for the region paint an encouraging picture. Headline inflation fell again in most countries last month and is now within target nearly everywhere. With... 9th February 2024 · 7 mins read
China Rapid Response Bank Lending & Broad Credit (Jan) There was the usual seasonal surge in net credit in China in January that took new bank lending to a record high. The underlying story is less positive, with loan demand little changed and broader... 9th February 2024 · 2 mins read
China Economics Weekly Year of the Dragon: limited relief from economic woes The upcoming Year of the Dragon will bring some improvements to China’s economy, including an uptick in births, increased fiscal support and a further normalisation in consumer behavior. But with the... 8th February 2024 · 7 mins read
