China Economics Weekly Emerging industries won’t replace property The leadership's recent promotion of "new-type industrialisation" has led to suggestions that emerging new manufacturing sectors like green technology could take the place of property as drivers of... 29th September 2023 · 5 mins read
Asia Economics Update Vietnam: worst now over Figures released today show that the worst for Vietnam’s economy is now over, but that growth remains subdued by past standards. With the economy on the mend, but inflation becoming a growing concern... 29th September 2023 · 2 mins read
Asia Chart Pack Emerging Asia Chart Pack (Sep. 2023) Our Emerging Asia Chart Pack has been updated with the latest data and our analysis of recent developments. GDP growth looks set to remain weak over the coming quarters, as tight monetary policy at... 27th September 2023 · 0 mins read
China Economic Outlook Stimulus to deliver partial recovery China’s economy is regaining some momentum after stalling for a brief period during the summer. A step up in policy support looks set to deliver a modest cyclical recovery but trend growth remains... 27th September 2023 · 17 mins read
Emerging Markets Financial Risk Monitor Financial vulnerabilities lurking in a handful of EMs Financial risks generally look quite low in most major EMs as current account deficits have narrowed this year and banking sectors remain in strong shape. But there are some areas of weakness... 26th September 2023 · 6 mins read
China Economics Update AI, China and Global Economic Fragmentation The AI sector in China is developing on a distinct path from that in the West as a result of political choices made in Beijing and Washington. This split will in time extend around the world, becoming... 17th October 2023 · 4 mins read
Asia Economic Outlook Economic weakness to prompt policy easing in 2024 GDP growth across most of Emerging Asia has struggled over the past year and we expect growth to remain weak in the near term as tight monetary policy at home and subdued activity abroad weigh on... 25th September 2023 · 34 mins read
Asia Economics Weekly Thai budget, key messages from central bank meetings Thailand’s new government this week unveiled a budget for fiscal year 2024 which envisages a significant loosening of policy. Higher government spending will provide an important prop to the... 22nd September 2023 · 7 mins read
China Economics Weekly Foreigners staying away, consumers perking up When officials launched the “Invest in China” campaign in March, they had hoped 2023 would be the year in which foreign investment came roaring back, supported by the removal of COVID restrictions... 22nd September 2023 · 6 mins read
Asia Rapid Response Philippines Monetary Policy Meeting (September) 21st September 2023 · 2 mins read
Asia Economics Update How to think about Taiwan’s election flashpoint The weeks leading up to Taiwan’s presidential election in January could be marked by another rise in tensions with China. The most likely outcome of the vote is another DPP presidency. While Lai Ching... 20th September 2023 · 6 mins read
China Activity Monitor CAP: Economy has returned to growth Our China Activity Proxy (CAP) suggests that, after a period of stagnation, China’s economy has returned to growth recently, with output finally surpassing its previous high in August. Policy support... 20th September 2023 · 3 mins read
Asia Economics Update Sri Lanka – on the mend Recent data show Sri Lanka’s economy is now rebounding strongly from last year’s political and economic crisis. We expect the recovery to continue over the coming months, helped by the sharp drop in... 15th September 2023 · 3 mins read
