Asia Economics Weekly Will the Bank of Korea spring a surprise? The Bank of Korea pushed back strongly against the prospect of back-to-back rate cuts when it began its easing cycle last month, and most analysts expect rates to be left unchanged at the BoK’s... 22nd November 2024 · 6 mins read
Asia Economics Weekly Winners and losers in Asia from a Trump presidency We have taken out the two 25bps cuts that we had pencilled in for Bank Indonesia’s last two meetings of the year. But for most places in Asia, a Trump presidency shouldn’t have a huge impact on... 8th November 2024 · 6 mins read
Asia Economics Update Korea: more easing likely as inflation falls again With inflation falling back further in October, growth struggling and the property market in the doldrums, the conditions are in place for the Bank of Korea to cut interest rates again soon. We think... 5th November 2024 · 3 mins read
Asia Economics Weekly North Korea tensions rising, US election implications North Korea’s relations with South Korea and its allies have taken a marked turn for the worse over the past month, with experts warning that “the situation on the Korean Peninsula is more dangerous... 1st November 2024 · 10 mins read
Asia Economics Update Manufacturing PMIs, Korea Trade (October) The October PMIs from Asia remained weak and while the PMI surveys aren’t always a good guide to the hard activity data, their recent signals are consistent with our expectation for manufacturing... 1st November 2024 · 2 mins read
Asia Economics Weekly Korea dodges recession (just), Sri Lanka in deflation The Bank of Korea pushed back strongly against the prospect of further cuts in the near term when it lowered interest rates earlier this month. But the weakness of the Q3 GDP figures underlines that... 25th October 2024 · 7 mins read
Asia Economics Weekly Korea’s property doldrums, Indonesia’s new president Concerns that interest rate cuts could lead to a renewed property price bubble in Korea look overblown. With housing transactions close to multi-year lows and the stock of unsold homes high by... 18th October 2024 · 7 mins read
Asia Economics Weekly Korea cuts, Bank Indonesia on a knife edge The Bank of Korea cut interest rates today and we are expecting the central banks of Thailand and the Philippines to follow suit at their scheduled meetings on Wednesday. The Monetary Authority of... 11th October 2024 · 8 mins read
Event Asia Drop-In: How far will policy easing go to support Asia’s economies? 1729067400 It’s a busy week for Asia’s central banks, with three key decisions expected on Wednesday following on from the latest Reserve Bank of India and Bank of Korea meetings.
Asia Economics Update Korea: further cuts on the way The Bank of Korea today cut interest rates by 25bps (to 3.25%), but tried to dampen speculation that it would cut rates at its final meeting of the year in November. With growth struggling and... 11th October 2024 · 3 mins read
Asia Economics Weekly Bank of Korea to begin easing cycle, oil price risks With inflation below target and activity data pointing to a further slowdown, we expect the Bank of Korea to kickstart its easing cycle at its scheduled monetary policy meeting next Friday. Meanwhile... 4th October 2024 · 5 mins read
Asia Economic Outlook Policy easing to gather pace We are expecting another year of below-trend economic growth in 2025 across Asia, as subdued exports, worsening labour markets and tighter fiscal policy weigh on demand. Inflation is back to target... 23rd September 2024 · 28 mins read
Asia Economics Weekly Fed easing, SBP rate cut, BoK’s dovish minutes Bank Indonesia tends to place a lot of weight on US Federal Reserve decisions because of its mandate to ensure currency stability. We think a cut by the Fed on Wednesday will give the green light for... 13th September 2024 · 8 mins read
Capital Daily Could the stock market ride out a recession? Investors' concerns about the health of the US economy have intensified again, contributing to a selloff in global equity markets. The US stock market rode out an earnings recession last year thanks... 4th September 2024 · 4 mins read
