Asia Economics Update Is the slow vaccine rollout a cause for concern? Asia’s vaccine rollout has got off to a slow start. This is not a big concern in countries that have contained the virus and where social distancing is not a drag on growth such as Taiwan and China... 23rd February 2021 · 3 mins read
Asia Data Response Korea Trade (1st – 20th Feb.) Korean exports are performing very strongly so far this month, even accounting for the seasonal distortions from the Lunar New Year. This strength is likely to continue in the short term at least, as... 22nd February 2021 · 2 mins read
Asia Data Response Korea Trade (Jan.) Korean exports remain elevated at the start of this year, buoyed by shipments of electronics and autos. While some of this strength may fade later in the year, Korea’s external sector is still set for... 1st February 2021 · 2 mins read
Asia Data Response Manufacturing PMIs (Jan.) PMI readings for Asia suggest that manufacturing sectors improved further in most places. Buoyant global demand for electronics should continue to support the sector for at least the next few months. 1st February 2021 · 2 mins read
Asia Data Response Korea GDP (Q4, provisional) Korea’s recovery lost a little steam last quarter as a third wave of infections weighed on private consumption, but with cases now on a downward trend, the recovery should regain momentum over the... 26th January 2021 · 3 mins read
Asia Data Response Korea Trade (1st – 20th Jan.) Korean exports remained elevated at the start of the year. While some of this strength may fade in the coming quarters, Korea’s external sector is still set for another decent performance in 2021. 21st January 2021 · 2 mins read
Asia Economics Update Bank of Korea set for extended hold The Bank of Korea (BoK) left its main policy rate on hold at 0.50% today in a unanimous decision, and with signs that the latest virus outbreak is coming under control, further rate cuts seem unlikely... 15th January 2021 · 3 mins read
Asia Data Response Korea Trade (1st – 10th Jan.) Korean trade data suggest that strong export growth continued at the start of the year and reaffirm our view that exports will remain an important support to recoveries in Korea and across Asia. 11th January 2021 · 2 mins read
Asia Economics Update Korea: demographic “time bomb” to weigh on growth Korea’s population last year shrank for the first time in its history, underlining the seriousness of the demographic “time bomb” facing the country. The poor demographic outlook is the key reason why... 5th January 2021 · 5 mins read
Long Run Update Korea: demographic “time bomb” to weigh on growth Korea’s population last year shrank for the first time in its history, underlining the seriousness of the demographic “time bomb” facing the country. The poor demographic outlook is the key reason why... 5th January 2021 · 5 mins read
Asia Data Response Manufacturing PMIs, Korea Trade (Dec.) Manufacturing PMIs and Korean trade data suggest that regional industry and exports saw another sharp improvement at the end of the year. While some of this strength may fade in the coming quarters... 4th January 2021 · 2 mins read
Asia Data Response Korea Trade (1st – 20th Dec.) Korean exports remain remarkably strong, despite renewed waves of the virus at home and abroad, and we expect this to continue over the coming months. 21st December 2020 · 2 mins read
Asia Data Response Korea Trade (1st – 10th Dec.) Korean exports were buoyant in the first ten days of December, with no sign that renewed waves of the virus are weighing on external demand. We expect exports to remain strong in the coming months. 11th December 2020 · 2 mins read
Asia Data Response Korea Trade (Nov.) Korean export growth continued to gather momentum in November and is set to remain strong in the months ahead, buoyed by foreign demand for electronics. 1st December 2020 · 2 mins read
Asia Data Response Manufacturing PMIs (Nov.) PMI readings for Asia suggest that manufacturing conditions improved significantly in November. Buoyant global demand for electronics should continue to support the sector over the coming months. 1st December 2020 · 2 mins read
Asia Economics Update Bank of Korea set for extended hold The Bank of Korea (BoK) left its main policy rate on hold at 0.50% in a unanimous decision, and with the economy set to rebound further in spite of a growing third wave of the coronavirus, further... 26th November 2020 · 3 mins read
