Asia Economics Weekly Is India’s economy heading the way of its currency? Today’s GDP figures underline that India’s economy was already fragile before the recent rout of the rupee. Given the ongoing turmoil, economic conditions look likely to get worse before they get any... 2nd September 2013 · 1 min read
Asia Chart Pack Rupee and rupiah take a hit, signs of resilience elsewhere Asia has borne the brunt of the EM currency sell-off this month with the Indian rupee and Indonesian rupiah the worst performers in the emerging world. The currencies of Thailand and the Philippines... 29th August 2013 · 1 min read
Asia Economics Update Slower growth in Indonesia likely after recent rate hikes The extent of the latest rout in emerging market currencies has prompted comparisons with previous crises, such as that in the autumn of 2008. But we suspect some recovery may be around the corner... 29th August 2013 · 1 min read
Asia Economics Weekly It’s not all doom and gloom for Asia Recent headlines have been dominated by a sharp shift in sentiment against EM assets. Asian economies have been hit harder than most in the sell-off. However, away from the financial markets, there... 26th August 2013 · 1 min read
Asia Economics Update Emerging Asia Markets Monitor (Aug.) Asian currencies and equity markets have been hit hard by the recent sell-off inemerging market assets with India and Indonesia the worst affected in the region.Bond yields have risen, but remain low... 21st August 2013 · 1 min read
Asia Economics Weekly Asia’s industrial outperformance to continue Asia’s manufacturers have had a hard time since the global financial crisis, and are currentlystruggling through yet another weak patch. However, they have actually done much betterthan their peers in... 19th August 2013 · 1 min read
Asia Economics Update Rate hikes likely in Indonesia before year-end Bank Indonesia’s decision to leave interest rates on hold today does not mean the end of the tightening cycle. However, with the recent spike in inflation likely to prove temporary and the economy... 15th August 2013 · 1 min read
Asia Economics Weekly Asia’s consumers seeing mixed fortunes For all the hype about the rise of the Asian consumer, the recent performance of consumer spending in Asia has been disappointing. The weakness is largely explained by subdued spending in the region’s... 5th August 2013 · 1 min read
Asia Economics Update Indonesia‘s growth likely to stay stuck at around 6% Data released today showed that the pace of economic growth in Indonesia eased slightly in Q2. Higher inflation and tighter monetary policy will weigh on the economy over the next year, and we are... 2nd August 2013 · 1 min read
Asia Economics Update July PMIs point to continued manufacturing weakness The July PMIs for Emerging Asia point to weakening conditions in the region’s manufacturing sectors. Both output and new orders were especially disappointing. We maintain our view that fragile global... 1st August 2013 · 1 min read
Asia Chart Pack Bottoming out? Growth in Emerging Asia, which has slowed sharply since the start of the year, may have bottomed out. According to our GDP Tracker, which uses monthly data for output and expenditure, regional GDP... 24th July 2013 · 1 min read
Asia Economics Weekly Asia’s export weakness to continue Exports from Emerging Asia remain lacklustre and continue to hold back the region’s growth. As this Weekly explains, a strong and sustained export recovery is unlikely anytime soon. 22nd July 2013 · 1 min read
China Economics Focus Asia’s diverging growth prospects China’s Q2 GDP data underline the extent to which Asia’s economic landscape has shifted. We expect growth in China to continue to slow over the next couple of years. For India, the worst of the... 17th July 2013 · 1 min read
Asia Economics Update Further aggressive rate hikes in Indonesia unlikely Bank Indonesia (BI) today hiked both its main policy rate and the Fasbi rate by 50bp amid concerns about the currency and the outlook for inflation. Consumer price inflation is likely to rise as high... 11th July 2013 · 1 min read
Asia Economic Outlook Policy approaches turning point Despite China’s ongoing slowdown, growth in the rest of Emerging Asia should pick up over the next couple of years, helped by a combination of loose monetary policy and stronger global demand. The... 5th July 2013 · 1 min read
Asia Economics Update June PMIs provide little encouragement The June PMIs for Emerging Asia suggest the region’s manufacturing sectors continue to struggle. New orders were particularly disappointing. We think fragile global demand will make life difficult for... 1st July 2013 · 1 min read
