Asia Economics Update Deflation threat to keep Taiwan rates on prolonged hold With deflation still a lingering threat, interest rates will probably remain at their current low level in Taiwan until well after they start to climb elsewhere in the region. 24th September 2009 · 1 min read
Asia Economics Update New Zealand's upswing will likely disappoint Today’s data show New Zealand left recession behind in Q2 2009, when GDP climbed in q/q terms for the first time since Q4 2007. Sustained recovery should be expected but the upswing will probably be... 23rd September 2009 · 1 min read
Asia Chart Pack Strong GDP growth likely and further currency gains (Sep 09) GDP growth across the region is likely to stay strong over the next few quarters as foreign conditions continue to improve and domestic demand stays resilient. Sustained capital inflows, higher... 21st September 2009 · 1 min read
Global Markets Update Indian bond yields will rise further next year Investors are becoming increasingly convinced that the Reserve Bank of India (RBI) will be one of the first central banks in Asia to begin hiking rates. However, we still think they may be... 17th September 2009 · 1 min read
Asia Economics Focus Vietnam is back on track and set for strong growth The Vietnamese economy grew rapidly from 1995 to mid-2008 on the back of China-style free market reforms which have lifted exports and foreign investment, and brought a big reduction in poverty levels... 16th September 2009 · 1 min read
Asia Economics Update RBNZ on prolonged hold The Reserve Bank of New Zealand (RBNZ) left its policy rate unchanged at 2.5% today, as expected. The RBNZ appears to share our view that the durability of the GDP upswing, after an improvement over... 10th September 2009 · 1 min read
Asia Economics Update Korean monetary tightening should be gradual The Bank of Korea (BoK) left its policy rate unchanged today. Property price concerns and improvements in the activity data have increased the chance that the BoK will raise rates sooner rather than... 10th September 2009 · 1 min read
Asia Economics Update First Indonesia rate hike likely in Q1 2010 Bank Indonesia (BI), as expected, today left its overnight lending rate at 6.5%, the first no change since mid-2008. The policy statement was neutral. BI is now more confident that Indonesia’s upswing... 3rd September 2009 · 1 min read
Asia Economics Update PMIs point to continued momentum in emerging Asia The short histories and sketchy track records of PMIs in emerging Asia limit their usefulness as leading indicators. Nonetheless, they are increasingly closely-watched. Read alongside other recent... 1st September 2009 · 1 min read
Asia Economics Update RBA in no rush to hike The Reserve Bank of Australia (RBA) left its policy rate unchanged at 3.0% today as expected. Despite rising business and consumer confidence, both ourselves and the RBA believe that the near-term... 1st September 2009 · 1 min read
China Economics Update PMIs point to continued momentum in emerging Asia 1st September 2009 · 1 min read
Asia Economics Update The Philippines should keep surprising on the upside Today it was the Philippines’ turn to announce a far stronger-than-expected Q2 GDP gain. As elsewhere in Asia, it is the resilience of domestic demand which is pulling the economy through, but the... 27th August 2009 · 1 min read
Asia Economics Update Malaysia to stay on an improving track Today’s better-than-expected Q2 GDP figures confirm that Malaysia is pulling out of recession. Malaysia’s upswing will likely be sluggish compared to the region but this should ensure that the... 26th August 2009 · 1 min read
Asia Chart Pack Recovery to bring rate hikes well ahead of the West (Aug 09) This chart book is our monthly review of key data in eight Asian economies. Mainland China, Hong Kong and Taiwan are covered separately in our China Chart Book, and Japan in our Japan Chart Book. 18th August 2009 · 1 min read
Asia Economics Update Poor monsoon will not derail India’s recovery Strong June industrial output adds to the evidence that India’s recovery will be sustained and probably rapid. The poor 2009 monsoon is a wildcard but, at worst, GDP growth this year should only be 0... 12th August 2009 · 1 min read
Asia Economics Update Korean policy rates set to stay low The Bank of Korea left its policy rate unchanged today. Economic recovery and concerns over incipient asset bubbles in the housing and equity markets have led some to expect policy rates to rise later... 11th August 2009 · 1 min read
