Asia Economics Weekly Asian growth holding up well despite export slowdown The recent weakness of Asian exports has stoked fears about the region’s growth prospects. However, regional GDP growth remained stable in the fourth quarter of 2015. Strong domestic demand is likely... 19th February 2016 · 1 min read
Asia Economics Update Bank Indonesia likely to cut one more time Bank Indonesia today cut its main policy rate by 25 basis points to 7.00%. We believe that one more cut is likely in this cycle. Today’s statement hints that, as long as the recent market calm... 18th February 2016 · 1 min read
Asia Data Response Indonesia GDP (Q4) Indonesia’s growth picked up to 5.0% y/y in Q4, from 4.7% in Q3, but the expansion was still well below the 5.8% average recorded over the past decade. Looking ahead, looser monetary policy should... 5th February 2016 · 1 min read
Asia Economics Update Calm returns to Asian financial markets Asia’s markets were badly caught up in the global sell-off earlier in the month, and although sentiment seems to have settled down in recent days, most of the region’s equity markets are still down... 29th January 2016 · 1 min read
Asia Chart Pack Weak inflation means rates will remain low for longer Inflation across Emerging Asia remains very low, with consumer prices rising by less than 2% y/y in seven of the 14 countries we track. Two of those, Thailand and Singapore, are in deflation, while... 27th January 2016 · 1 min read
Asia Economics Weekly Asia well-placed to ride out financial market storms Global markets have had a rocky start to the year with equities, emerging market currencies and oil bearing the brunt of the declines. The stock market falls are unlikely to have much of an impact on... 22nd January 2016 · 1 min read
Asia Economics Weekly Should Asia fear a collapse in the renminbi? Fears of a sudden devaluation of the Chinese renminbi have cast a shadow over Emerging Asia’s economic prospects since the start of the year. But while Asian exporters would hardly welcome a slump in... 15th January 2016 · 1 min read
Asia Economics Update Indonesia will only cut rates gradually Bank Indonesia’s decision to cut interest rates today should provide a long-overdue boost to the struggling economy. But the central bank will take a cautious approach from here. 14th January 2016 · 1 min read
Asia Economic Outlook China holds the key to regional recovery Turmoil in China’s financial markets has fuelled concerns that its real economy is also on the brink of a crisis, but we expect continued policy support to drive a recovery over the coming months... 13th January 2016 · 1 min read
Asia Economics Weekly Elections in 2016 – what they mean for Asia In this first Weekly of 2016, we take our usual look at the important elections that are set to take place in Asia over the coming year, assessing the implications for policymaking and the region’s... 8th January 2016 · 1 min read
Asia Economics Update A quiet end to the year Asian financial markets have taken the start of Fed tightening in their stride. Currencies, equities and government bond yields have all been fairly stable over the past month. 23rd December 2015 · 1 min read
Asia Chart Pack ASEAN Economic Community is no game changer The ASEAN Economic Community (AEC) formally takes effect on 31st December and aims to transform ASEAN into a single market and production base, which its supporters hope will one day enable it to... 23rd December 2015 · 1 min read
Asia Economics Weekly What to expect from Asia in 2016 A slump in exports, slowing growth and falling currencies made for a grim 2015. But will next year be any better? In this final Weekly of the year, we outline our key calls for 2016. 18th December 2015 · 1 min read
Asia Economics Update Bank Indonesia to cut rates early next year Bank Indonesia (BI) kept its key policy rate on hold today at 7.50%, but dropped the clearest signal yet that an interest rate cut is not far away. We are maintaining our view that the central bank... 17th December 2015 · 1 min read
Asia Economics Weekly No need to panic about Fed lift-off For most of Emerging Asia an increase in US interest rates is not a major cause for concern. Only in Malaysia, Hong Kong and Singapore do we think Fed tightening could cause some problems. 11th December 2015 · 1 min read
Asia Data Response Indonesia CPI (Nov.) Consumer price inflation in Indonesia dropped back sharply in November as the impact of last year’s hike in subsidised fuel prices dropped out of the annual comparison. Looking ahead, inflation looks... 1st December 2015 · 1 min read
