Asia Economics Weekly Korea: President Yoon’s rise in popularity boosts reform hopes President Yoon Suk-yeol has seen a rebound in his popularity in recent weeks, helped in part by the strong stance he has taken against the country’s striking junior doctors. The improvement in the... 1st March 2024 · 6 mins read
Asia Economics Update Manufacturing PMIs & Korean trade The February PMIs for economies in Emerging Asia edged down last month and were mostly inside contractionary territory. The outlook for manufacturing in the region remains poor in the near term, with... 1st March 2024 · 2 mins read
China Rapid Response China PMIs (Feb. 2024) The PMIs are consistent with activity holding steady in February, at least on paper. Although the survey readings remain below historical averages, this is likely distorted by sentiment effects --... 1st March 2024 · 2 mins read
China Chart Pack China Chart Pack (Feb. 2024) China’s economy has regained some strength recently. We expect this to continue over the coming months, on the back of support from fiscal policy and a further pick-up in household spending. But with... 29th February 2024 · 1 min read
Asia Chart Pack Emerging Asia Chart Pack (February 2024) Our Emerging Asia Chart Pack has been updated with the latest data and our analysis of recent developments. Economic growth in most of Emerging Asia is likely to slow in the near term as weak global... 28th February 2024 · 0 mins read
China Economics Update Supportive fiscal policy will support growth in HK Today’s budget maintains a supportive fiscal stance, and contains major steps to revitalise the property sector. Spending to attract foreign visitors to Hong Kong and support businesses was stepped up... 28th February 2024 · 3 mins read
Capital Daily EM Asian equities’ comeback may be just the start Equities in Emerging Asia have outperformed those elsewhere in recent weeks, and we think that they’ll keep doing well during the rest of the year. 26th February 2024 · 5 mins read
China Economics Weekly New developer financing scheme shows promise The record 25bp cut to the 5Y Loan Prime Rate, the benchmark for price mortgages, captured the headlines this week. But of greater importance to China's property sector is the new "real estate... 23rd February 2024 · 6 mins read
Asia Economics Weekly Bank of Thailand under pressure to cut interest rates Thailand has experienced by far the slowest recovery from the pandemic in the region – with GDP just 0.5% bigger than it was in the final quarter of 2019. While much of the weakness is due to the slow... 23rd February 2024 · 7 mins read
China Economics Focus Trump tariffs: round two would be more damaging Donald Trump’s previous tariffs did surprisingly little damage to China’s economy, but China may find it harder to shrug off the damage in a rematch. Mr Trump is threatening larger tariff increases if... 23rd February 2024 · 22 mins read
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
