Asia Economic Outlook Economic weakness to prompt policy easing in 2024 GDP growth across most of Emerging Asia has struggled over the past year and we expect growth to remain weak in the near term as tight monetary policy at home and subdued activity abroad weigh on... 25th September 2023 · 34 mins read
Asia Economics Weekly BSP on a knife edge, Pakistan inflation worries The scheduled highlights of the coming week are monetary policy meetings in Indonesia, Taiwan and the Philippines. While Indonesia and Taiwan are very likely to leave policy settings unchanged, the... 15th September 2023 · 7 mins read
Asia Economics Weekly Bad news on inflation Headline inflation across Emerging Asia jumped last month due to a rise in food and fuel price inflation. We have raised our inflation forecasts for a number of countries to reflect the deterioration... 8th September 2023 · 5 mins read
Asia Economics Update Manufacturing PMIs & Korea Trade (August.) Manufacturing PMIs across most of Emerging Asia stood well inside contractionary territory in August. Weak foreign goods demand, elevated interest rates at home and bloated inventory levels suggest... 1st September 2023 · 2 mins read
Asia Economics Update Higher food prices pose risk to disinflation process Inflation across Emerging Asia should continue to decline over the coming months. However, the risks are to the upside amid uncertainty over the outlook for food prices. And while we are sticking with... 15th August 2023 · 3 mins read
Asia Rapid Response Indonesia GDP (Q2 2023) Official figures show Indonesia’s economy grew by 5.2% y/y in the second quarter of the year, slightly higher than the 5.0% growth rate recorded in Q1. In contrast, our own Activity Tracker suggests... 7th August 2023 · 3 mins read
Asia Economics Weekly BSP in no rush to cut, Indonesia’s dodgy GDP data Headline inflation in the Philippines fell sharply last month, but with the core rate still elevated and worries about the inflationary impact of El Niño rising, the central bank (BSP) is in no rush... 4th August 2023 · 7 mins read
Asia Economics Update Manufacturing PMIs & Korea Trade (June.) Manufacturing PMIs declined across most of Emerging Asia and the underlying data point to further weakness ahead. Falling new orders and elevated inventory levels are likely to continue to weigh on... 3rd July 2023 · 2 mins read
Capital Daily Reading the monetary tea leaves for clues on bonds A disparate range of global central banks have delivered their latest policy rate verdicts over the past 24 hours. We think there are four key points for investors to note . 22nd June 2023 · 4 mins read
Asia Economic Outlook Slower growth, falling inflation and interest rate cuts GDP growth has slowed sharply across most of Emerging Asia since the middle of last year and looks set to remain weak over the coming quarters, as tight monetary policy at home and subdued activity... 22nd June 2023 · 34 mins read
Asia Economics Weekly Thai inflation below target, tourism rebound continues Inflation in Thailand fell back sharply last month and is now below the central bank’s target, further supporting our view that the BoT’s tightening cycle is now over. Tourism across Asia has... 9th June 2023 · 8 mins read
Asia Economics Weekly Weak start to Q2, hawkish BoK, Vietnam rate cut Recent national accounts data confirmed that most economies struggled in the first quarter of the year. The latest monthly activity data suggest that Q2 is shaping up to be another weak quarter... 26th May 2023 · 9 mins read
