Asia Economics Weekly More rate hikes likely in the Philippines, but not Korea The central bank governor of the Philippines, Nestor Espenilla, today all but confirmed that interest rates will be raised soon, possibly in an emergency meeting before the BSP is next scheduled to... 7th September 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Aug.) The August PMIs for Emerging Asia suggest that the region’s manufacturing sectors remained lacklustre. Meanwhile, Korean export data suggest export growth in the rest of the region stayed robust last... 3rd September 2018 · 1 min read
Asia Economics Update What does the crisis in Turkey mean for Asia? There is a good chance that the recent volatility in financial markets triggered by the crisis in Turkey will prompt Bank Indonesia into hiking interest rates at its meeting on Wednesday. For most... 13th August 2018 · 1 min read
Asia Economics Update Philippines: nearing the end of the tightening cycle The central bank in the Philippines (BSP) today increased its policy rate for the third meeting in a row, and left the door open to further rate hikes. We think at least one further increase in rates... 9th August 2018 · 1 min read
Asia Data Response Philippines GDP (Q2) Today’s figures show GDP growth in the Philippines slowed in the second quarter. Looking ahead, we expect the slowdown in GDP growth to continue over the second half of this year as tighter monetary... 9th August 2018 · 1 min read
Asia Economics Weekly Philippines central bank to turn more aggressive? Rising inflationary pressures mean that the central bank of the Philippines (BSP) is almost certain to raise interest rates at its meeting on Thursday, the only question is by how much. 3rd August 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Jul.) Most of Emerging Asia’s PMIs fell in July. However, there were no clear signs in the PMI surveys that suggest the first tranche of US tariffs on Chinese goods that came into effect in early July have... 1st August 2018 · 1 min read
Asia Economics Update Philippines infrastructure drive: too much, too fast? The big push to update the Philippine’s infrastructure has led to a number of painful side effects, including a worsening external position, a falling currency and an increase in inflation. However... 17th July 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Jun.) The June PMIs for Emerging Asia indicate that the region’s manufacturing sectors remained in decent health. Meanwhile, Korean export data suggest export growth in the rest of the region likely ended... 2nd July 2018 · 1 min read
Asia Chart Pack Asian markets take a beating on trade war fears Rising US-China trade tensions, fears over the outlook for China’s domestic economy and the uncertain outlook over US monetary policy have all weighed heavily on the region’s financial markets over... 28th June 2018 · 1 min read
Asia Economics Focus Philippines: A two-year progress report on President Duterte Two years after coming to power, President Duterte of the Philippines has not been the disaster for the economy that some feared. Growth has remained strong, while economic policy has been left in the... 26th June 2018 · 1 min read
Asia Economics Update Philippines: One more hike likely Given the hawkish tone of the central bank’s statement, a further rate increase in the Philippines now looks likely. We originally thought today’s hike would mark the end of the tightening cycle. But... 20th June 2018 · 1 min read
Asia Economics Weekly Thailand: Demographics and politics to drag on prospects Thailand’s working age population is forecast to start shrinking from next year, presenting a headwind to the country’s economic prospects. With productivity growth set to remain weak, economic growth... 15th June 2018 · 1 min read
Asia Economics Update Inflation in the Philippines close to peaking Having nudged higher again in May, inflation in the Philippines probably has a little further to rise. But with food and energy price pressures set to ease over the coming months and the impact of... 5th June 2018 · 1 min read
Asia Data Response Manufacturing PMIs (May) Most of Emerging Asia’s PMIs picked up in May. However, the manufacturing sector in Taiwan, one of the economies where the PMIs most closely track the hard data, appears to be losing momentum. 1st June 2018 · 1 min read
Asia Economics Update Philippines: Aggressive tightening cycle unlikely The Philippines central bank (BSP) today hiked its key policy rate from 3.00% to 3.25%, but also left the door open to further rate increases later this year. While we think interest rates will be... 10th May 2018 · 1 min read
