Asia Economics Weekly Taiwan’s semiconductor boom, Korea uncertainty Booming demand for semiconductors is prompting us to raise our Taiwan growth forecast for this year from 4.5% to 5.0%. This is well above the consensus of just 4.2%. Meanwhile, labour market data... 16th April 2021 · 6 mins read
Asia Economics Weekly Moon eclipsed, AstraZeneca uncertainty Wednesday’s landslide defeat for President Moon’s Democratic Party (DP) in key mayoral elections in Korea suggest that it faces an uphill battle to retain the presidency in next year’s vote. Defeat... 9th April 2021 · 7 mins read
Asia Chart Pack Situation in the Philippines looking increasingly dire The economic outlook in the Philippines has gone from bad to worse over the past month. The main headwind is a renewed surge in virus infections, with the country now reporting around 10,000 new cases... 31st March 2021 · 13 mins read
Asia Economics Weekly Korea labour market improves, BSP dilemma The sharp drop in Korean unemployment last month suggests that the economy is bouncing back following a fall in COVID-19 infections and the easing of containment measures. Following GDP growth of 1.2%... 19th March 2021 · 7 mins read
Asia Economic Outlook New outbreaks key risk to above-consensus forecasts Our forecasts for GDP growth across Emerging Asia in 2021 are much higher than consensus expectations across the board, but fresh outbreaks in a number of countries mean the risks to our forecasts are... 18th January 2021 · 36 mins read
Asia Economic Outlook Central banks to resume easing cycles soon With the virus under control in most of the region, Emerging Asia is bouncing back from the crisis faster than other parts of the world. But the pace of recovery is uneven. China is leading the way... 8th October 2020 · 36 mins read
Asia Economic Outlook A multi-speed recovery, with China leading the way Overview Economic activity is rebounding across the region, but the speed of the recovery varies significantly by country. Daily life in China, Vietnam and Taiwan has already returned largely to... 15th July 2020 · 35 mins read
Asia Economic Outlook Most countries set for gradual recovery, China to slow Most countries in Emerging Asia should stage a gradual recovery over the coming year helped by continued policy support. Several have announced expansionary budgets or fiscal stimulus packages, while... 16th January 2020 · 49 mins read
Asia Economic Outlook Further slowdown in China, but recovery elsewhere Regional growth is likely to remain very weak, with slower growth in China likely to offset a modest recovery in the rest of the region. China’s economy has remained resilient in recent months. But... 10th October 2019 · 49 mins read
Asia Economic Outlook Weakest growth in a decade We expect economic growth across Emerging Asia to remain weak this year, with many countries set to grow at their slowest pace in a decade. China’s economy has stabilised in recent months thanks in... 11th July 2019 · 50 mins read
Asia Economics Weekly Trump threatens Vietnam, Singapore forecast cut Vietnam has emerged as the biggest winner of the US-China trade war, but the country would be hit hard if Trump followed through on his threat to impose tariffs on imports from Vietnam. Meanwhile, the... 28th June 2019 · 6 mins read
Asia Data Response Vietnam GDP (Q2) Vietnam’s economy grew strongly in the second quarter of the year and the economy is likely to perform well over the coming year, helped by booming exports to the US. 28th June 2019 · 2 mins read
Asia Chart Pack Government spending rebounds in the Philippines A rebound in government spending is likely to provide a boost to GDP growth in the Philippines over the next few quarters. Fiscal data published earlier this week from the Bureau of the Treasury show... 27th June 2019 · 17 mins read
