Asia Economics Update Rate cuts likely in Indonesia before year-end Bank Indonesia (BI) today left its main policy rate on hold at 7.50% against a backdrop of slowing growth, high inflation and a weakening currency. We doubt there will be any changes in interest rates... 18th June 2015 · 1 min read
Asia Economics Update Asian currencies fall, bond yields rise Most currencies sold off against the US dollar in May. Meanwhile, the region’s bond markets have settled down in recent weeks, after being briefly caught up in the global bond market sell-off earlier... 29th May 2015 · 1 min read
Asia Economics Weekly Asian growth eases in Q1 despite lower oil prices Growth in Emerging Asia eased slightly last quarter, despite the boost from lower oil prices. Weak exports haven’t helped, but it has been the reluctance of consumers to spend their windfall from... 29th May 2015 · 1 min read
Asia Chart Pack Indonesia still looks vulnerable Today’s handover from military to civilian rule in Myanmar marks another welcome step forward in the country’s political development. But the new government must overcome a number of major challenges... 28th May 2015 · 1 min read
Asia Economics Update Rate cuts before year-end likely in Indonesia Bank Indonesia (BI) today left its main policy rate on hold at 7.50%, but relaxed macro prudential policy in a bid to support the weak economy. We expect interest rates to be eased later in the year... 19th May 2015 · 1 min read
Asia Economics Weekly Asia’s rate cutting cycle is nearing an end Emerging Asia’s rate cutting cycle appears to be nearing its end, with only a handful of central banks likely to cut a little further. But it won’t be until 2016 that the region’s central banks move... 15th May 2015 · 1 min read
Asia Data Response Indonesia GDP (Q1) Indonesia’s economy slowed again in the first quarter, underlining the challenge faced by the country’s new president and adding to the case for further rate cuts. Although we doubt growth will slow... 5th May 2015 · 1 min read
Asia Economics Update Asian currencies regain lost ground Most currencies in Emerging Asia recovered some ground against the US dollar in April as investors pushed back their expectations for rate hikes in the US. Equity markets also started the month... 30th April 2015 · 1 min read
Asia Chart Pack Slow out of the blocks Emerging Asia has made a weak start to the year. The headlines have been grabbed by China's slowdown but, a few positive signs from India aside, there has been little cause for cheer around the rest... 29th April 2015 · 1 min read
Asia Economics Update Bank Indonesia to cut rates again before end-2015 Bank Indonesia (BI) left its main policy rate on hold today at 7.5% despite the continued weakness of the economy. Although much will depend on what happens to the rupiah, we expect to see interest... 14th April 2015 · 1 min read
Asia Economic Outlook Most of Emerging Asia set for faster growth Most economies in Emerging Asia are likely to record decent growth over the next couple of years. However, with the pace of expansion in the region’s biggest economy, China, set to ease further in... 9th April 2015 · 1 min read
Metals Data Response Indonesia Tin Exports (Mar. 15) Indonesia’s tin exports rose strongly in March, but we expect lower volumes in coming months owing to a self-imposed export quota. This will be one factor supporting our forecast that tin prices will... 8th April 2015 · 1 min read
Asia Economics Weekly AIIB – what is all the fuss about? Poor infrastructure is likely to remain a key constraint on economic development across large parts of Emerging Asia over the next decade. For all the headlines, the Asian Infrastructure Investment... 3rd April 2015 · 1 min read
Asia Data Response Manufacturing PMIs (Mar.) The PMIs for Emerging Asia fell back in March, underlining the fragility of the region's manufacturing recovery. Indeed, in the two economies where the PMIs most closely track the hard data... 2nd April 2015 · 1 min read
Asia Economics Update Currencies and equity markets drop back Most equity markets and currencies in Emerging Asia fell last month, although in the majority of cases the declines were relatively small. 1st April 2015 · 1 min read
Asia Economics Update Is a weak rupiah a threat to Indonesia? Policymakers in Indonesia should welcome, rather than fear, a weaker rupiah. Not only is foreign currency debt relatively low, but there is little sign that a fall in the currency is pushing up... 31st March 2015 · 1 min read
