Asia Data Response Korea GDP (Q4) Economic growth in Korea was surprisingly strong last quarter, but with both domestic and external headwinds to growth likely to mount this year, we doubt this strength will last. 22nd January 2019 · 1 min read
Asia Economics Weekly Poor outlook for Korea, investment surges in Vietnam With President Moon-Jae-in doubling down on his labour market policies, job growth in Korea is likely to remain weak. We think the economy this year will grow at its slowest pace since 2009. Meanwhile... 11th January 2019 · 1 min read
Asia Economics Update Korea: Minimum wage hike to weigh on growth A further sharp rise in the minimum wage in Korea at the start of this month is likely to drag heavily on the labour market again this year, further holding back employment growth and household... 8th January 2019 · 1 min read
Asia Data Response Manufacturing PMIs (Dec.) While December PMIs for Emerging Asia bounced back a little in some economies, they still indicate that the region’s manufacturing sectors lost momentum over the course of Q4. Meanwhile, timely export... 2nd January 2019 · 1 min read
Asia Economics Update Are risks brewing in Korea’s housing market? A surge in lending to the property sector and booming prices in the capital, Seoul, are unlikely to cause serious problems for Korea’s economy. 12th December 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Nov.) The November PMIs for Emerging Asia indicate that the region’s manufacturing sectors lost further momentum in the middle of Q4. Meanwhile, the weakness in new export orders supports our view that the... 3rd December 2018 · 1 min read
Asia Economics Weekly BoT sounding hawkish, Trump renews auto tariff threat The hawkish minutes from the Bank of Thailand’s (BoT) November meeting reaffirm our view that the central bank will raise rates by 25bp at its December meeting. Meanwhile, the Korean government’s... 30th November 2018 · 1 min read
Asia Economics Update Korea: rate hikes next year look unlikely While the Bank of Korea (BoK) hiked its policy rate today for the first time in a year, this is unlikely to mark the start of a tightening cycle. 30th November 2018 · 1 min read
Asia Chart Pack The Philippines to gain from lower oil prices Most countries in the region are net oil importers (Malaysia is the key exception) and should gain from the recent drop in oil prices, with the Philippines likely to be among the biggest beneficiaries... 27th November 2018 · 1 min read
Asia Economics Weekly Reform boost for Vietnam, regional growth slows The opening up of Vietnam’s economy has gathered pace over the pace couple of months, with the government pressing ahead with a series of reforms which should boost the country’s economic prospects... 9th November 2018 · 1 min read
Asia Economics Weekly TPP boost to Asia, rate hikes unlikely in Korea The announcement that the Trans-Pacific Partnership will come into force on 30th December is important in a number of ways. Not only should it provide a boost to growth prospects across parts of Asia... 2nd November 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Oct.) The October PMIs for Emerging Asia indicate that the region’s manufacturing sectors lost further momentum at the start of Q4. Meanwhile, the weakness in new export orders supports our view that the... 1st November 2018 · 1 min read
Asia Data Response Korea GDP (Q3) Korea’s economy struggled for momentum in Q3, and we think that this is set to continue – mounting external and domestic headwinds suggest growth is likely to ease back over the coming quarters. 25th October 2018 · 1 min read
Asia Economics Update A rate hike in Korea is not a done deal The Bank of Korea (BoK) left interest rates unchanged today, but appeared to leave the door open to a rate hike soon. However, with growth set to slow, trade tensions building and inflation likely to... 18th October 2018 · 1 min read
Asia Economics Weekly Pakistan and IMF start talks, equities set for further falls The head of the IMF, Christine Legarde this week set the tone for what are likely to be tough negotiations with Pakistan when she said the Fund would require Pakistan to be “absolutely transparent”... 12th October 2018 · 1 min read
Asia Economics Update Which countries are manipulating their currencies? The US Treasury is due to report soon which of its major trading partners, if any, have been manipulating their currencies for unfair advantage. Vietnam is currently the only country in Emerging Asia... 11th October 2018 · 1 min read
