Asia Economics Weekly What would a Trump victory mean for Asia? It remains to be seen if Donald Trump would follow through on some of his more protectionist policies if he is elected president of the United States. If he did, then the repercussions for some parts... 7th October 2016 · 1 min read
Asia Economic Outlook Loose monetary and fiscal policy to support growth While Emerging Asia continues to face headwinds, loose fiscal and monetary policy in most economies should continue to support demand over the next couple of years, and we expect regional growth to... 4th October 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Sep.) The PMIs for Emerging Asia in September were mostly encouraging, suggesting that manufacturing conditions in the region are slowly gaining a firmer footing. However, the struggles of Korea’s... 3rd October 2016 · 1 min read
Asia Economics Weekly New president of the Philippines risks undoing recent gains When Rodrigo Duterte became president of the Philippines on 30 th June, we warned that although the fundamentals were in place for the economy to grow strongly, his election had made the outlook much... 30th September 2016 · 1 min read
Asia Economics Update Korean rates to stay on hold until year-end at least With the economy showing some signs of improvement, the Bank of Korea (BoK) unsurprisingly kept its policy rate unchanged at 1.25% today. While benign inflation will give the BoK scope to keep rates... 9th September 2016 · 1 min read
Asia Economics Weekly How big a threat is Zika to Singapore? The outbreak of the Zika virus in Singapore has dominated local headlines, but while it is an important public health issue the economic impact will be limited. 2nd September 2016 · 1 min read
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
