Asia Data Response Manufacturing PMIs (Aug.) The August PMIs for Emerging Asia suggest manufacturing conditions in the region remain lacklustre. Focusing on the two economies where the PMIs most closely track the hard data, there are signs of... 1st September 2016 · 1 min read
Asia Economics Weekly The dangers of decoupling Economic growth across Emerging Asia accelerated last quarter, as strong domestic demand compensated for weak exports. But while this “decoupling” has enabled Emerging Asia to shrug-off the weakness... 26th August 2016 · 1 min read
Asia Economics Weekly Export struggles to continue The recent improvement in export performance across Emerging Asia owes more to the fading effects of the collapse in commodity prices on export values than a recovery in underlying demand. We expect... 19th August 2016 · 1 min read
Asia Economics Update Bank of Korea’s rate pause to continue The Bank of Korea (BoK) today left its policy rate unchanged at a record low of 1.25%. With fiscal stimulus in the pipeline, we think it will take another downturn in the growth outlook to convince... 11th August 2016 · 1 min read
Asia Economics Weekly Referendum won’t solve Thailand’s problems Thailand’s upcoming referendum on a new constitution is unlikely to provide a lasting solution to the country’s political problems, and there is a real risk that tensions could once again flare up... 5th August 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Jul.) Manufacturing conditions in Emerging Asia remained lacklustre in July. In the two economies where the PMIs most closely track the hard data, there are some signs of improvement in Taiwan’s... 1st August 2016 · 1 min read
Asia Data Response Korea GDP (Q2 Preliminary) Korea’s growth picked up in the second quarter of 2016, but we expect the economy to lose momentum over the coming quarters against a backdrop of mounting cyclical and structural headwinds. 26th July 2016 · 1 min read
Asia Economics Update Bank of Korea in wait-and-see mode Following its move last month to cut rates in response to rising downside risks to growth, the Bank of Korea (BoK) today left its policy rate unchanged at a record low of 1.25%. We think it will take... 14th July 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Jun.) While the June PMIs for Emerging Asia were generally uninspiring, in the two economies where the PMIs most closely track the hard data, the surveys suggest that manufacturing conditions are at least... 1st July 2016 · 1 min read
Asia Economics Update Inflation set to rise, but central banks in no hurry to hike rates Inflation looks set to rise in most of Emerging Asia over the coming year, but probably not by enough to worry policy makers, who will look to keep interest rates low to support growth. 10th June 2016 · 1 min read
Asia Economics Update What to make of Korea’s rate cut and restructuring plans The Bank of Korea (BoK) unexpectedly lowered its policy rate to a new record low of 1.25% today, marking its first cut since last June. The decision came a day after plans were unveiled for the... 9th June 2016 · 1 min read
Asia Economics Focus Domestic strength can’t keep propping up Emerging Asia Economic growth in Emerging Asia has remained remarkably steady over the past year, even as export demand has stalled. However, policy support and lower oil prices will not continue to prop up... 2nd June 2016 · 1 min read
Asia Data Response Manufacturing PMIs (May) The May PMIs for Emerging Asia continue to point to lacklustre conditions in Asia’s manufacturing sectors. In the two economies where the PMIs most closely track the hard data, Korea’s manufacturing... 1st June 2016 · 1 min read
Asia Chart Pack Asia well-placed to cope with the Fed’s next rate hikes The US Fed looks set to increase interest rates soon, possibly as early as its June meeting, and we think it will end up hiking more than is generally expected over the next couple of years. However... 26th May 2016 · 1 min read
Asia Economics Update Korea likely to loosen monetary policy soon The Bank of Korea (BoK) today left its policy rate unchanged at a record low of 1.50%, but with growth still sluggish and government pressure for monetary policy easing rising, we think it is only a... 13th May 2016 · 1 min read
Asia Economics Weekly Could Asia’s central banks get unconventional? There have been a number of suggestions recently that some central banks in Emerging Asia, namely in Taiwan and Korea, might be about to adopt some of the unconventional policy measures that are being... 29th April 2016 · 1 min read
