Asia Economics Update CBSL on hold but rate cut still likely by end 2023 The central bank of Sri Lanka (CBSL) decided to keep monetary policy unchanged today, contrary to the expectations of most analysts (including ourselves), after having slashed rates by a cumulative... 24th August 2023 · 3 mins read
Asia Economics Update BoK set to deliver rate cuts from Q4 The decision today by the Bank of Korea to leave the policy rate unchanged (at 3.5%) for a fifth consecutive meeting came as no surprise. However, comments by the central bank governor at the press... 24th August 2023 · 3 mins read
Asia Economics Weekly Bank of Korea to hold, but cuts likely by year-end The Bank of Korea (BoK) has left interest rates on hold since January and looks almost certain to leave monetary policy settings unchanged at its meeting next week. But with inflation falling back... 18th August 2023 · 8 mins read
Asia Rapid Response Malaysia GDP (Q2) Economic growth accelerated in Q2 but we expect a slowdown in the second half of the year as external demand weakens and elevated interest rates curtail domestic demand. 18th August 2023 · 3 mins read
Global Markets Update What China’s grim economic picture means for its markets With the headwinds growing for China’s economy, we think its equity markets will struggle, its 10-year yield will continue to fall and its currency won’t rebound as quickly as we’d thought. In view of... 17th August 2023 · 5 mins read
Capital Daily The market implications of China’s economic struggles The difficulties facing China’s economy and financial system continue to dominate much of the headlines. So far, the gloom has not made a major dent in the optimism reflected in global markets... 15th August 2023 · 4 mins read
Event Drop-In: China’s troubled outlook – How great is recession and financial risk? 1692275400 Property developers on the brink. A slip into deflation. Activity at a standstill.
Asia Economics Update Higher food prices pose risk to disinflation process Inflation across Emerging Asia should continue to decline over the coming months. However, the risks are to the upside amid uncertainty over the outlook for food prices. And while we are sticking with... 15th August 2023 · 3 mins read
Capital Daily What Country Garden wilting means for China’s equities We don’t think the ongoing troubles in China’s property sector mark the beginnings of a financial crisis, but do expect them to be a drag on returns from the country’s stock market over time. 14th August 2023 · 5 mins read
Asia Economics Weekly Korea labour market weakness, Singapore Q2 GDP The slowing labour market in Korea adds to the evidence that the economy is struggling, and supports our view that the central bank will cut interest rates before the end of the year. Meanwhile... 11th August 2023 · 8 mins read
Asia Rapid Response Philippines GDP (Q2) The economy contracted in Q2 and we expect continued weakness in the near-term as elevated interest rates and weak global demand weigh on economic output in the Philippines. 10th August 2023 · 2 mins read
Emerging Markets Economics Update EM easing cycles: how are they likely to shape up? Recent interest rate cuts in Brazil and Chile have fuelled talk of a broad-based EM easing cycle and we expect most EM central banks to start cutting rates in Q4 or Q1. We expect those with the... 9th August 2023 · 5 mins read
