Asia Chart Pack Risk of “Grexit” hangs over Asia’s export outlook The direct links between Emerging Asia and Greece are very limited. Exports to Greece account for only a tiny proportion of regional GDP, while banking sector ties are negligible. What matters more... 30th June 2015 · 1 min read
Asia Economics Update Korean government responds to MERS threat The Korean government’s proposed fiscal stimulus package comes in response to the growing threat on the economy posed by the outbreak of Middle East Respiratory Syndrome (MERS). Although details of... 25th June 2015 · 1 min read
Asia Economics Update Assessing the potential economic impact of MERS in Korea Based on the limited data available so far it looks like Middle East Respiratory Syndrome (MERS) has already taken a toll on Korea’s economy. In this Update, we outline our best and worse case... 16th June 2015 · 1 min read
Asia Economics Update MERS threat triggers rate cut in Korea, further cuts difficult The Bank of Korea (BoK) today cut its policy rate to a new record low of 1.50% amid growing economic risks from the recent outbreak of Middle East Respiratory Syndrome (MERS). But the hurdle for... 11th June 2015 · 1 min read
Asia Economics Update MERS raises economic risks in Korea If Asia’s experience with SARS is anything to go by, the outbreak of Middle East Respiratory Syndrome (MERS) in Korea could have a short-lived but quite sharp negative impact on Korea’s economy. We... 8th June 2015 · 1 min read
Asia Economics Weekly What would the Philippines look like without Aquino? With just one year to go before presidential elections in the Philippines, attention is turning to who will replace the current president, Benigno Aquino. The current president deserves much credit... 5th June 2015 · 1 min read
Asia Economics Update Weak yen not to blame for Korean export woes Subdued global demand, rather than the strength of the Korean won against the Japanese yen is to blame for the poor recent performance of Korean exports. 1st June 2015 · 1 min read
Asia Economics Update Asian currencies fall, bond yields rise Most currencies sold off against the US dollar in May. Meanwhile, the region’s bond markets have settled down in recent weeks, after being briefly caught up in the global bond market sell-off earlier... 29th May 2015 · 1 min read
Asia Economics Weekly Asian growth eases in Q1 despite lower oil prices Growth in Emerging Asia eased slightly last quarter, despite the boost from lower oil prices. Weak exports haven’t helped, but it has been the reluctance of consumers to spend their windfall from... 29th May 2015 · 1 min read
Asia Chart Pack Indonesia still looks vulnerable Today’s handover from military to civilian rule in Myanmar marks another welcome step forward in the country’s political development. But the new government must overcome a number of major challenges... 28th May 2015 · 1 min read
Asia Economics Focus Is a household debt crisis brewing in Korea? The sharp rise in household credit growth in recent months has exacerbated fears about Korea’s already-high household debt level. While financial stability risks should remain contained in the near... 25th May 2015 · 1 min read
Asia Economics Update Korea's rate-cutting cycle is over The Bank of Korea (BoK) today left its policy rate unchanged at a record low of 1.75% amid concerns about the rapid increase in Korea's household debt. We think the BoK’s rate-cutting cycle has now... 15th May 2015 · 1 min read
Asia Economics Weekly Asia’s exports should recover from weak Q1 Emerging Asia’s export performance took a sharp turn for the worse in the first quarter, with a slump in demand from China creating the largest drag. However, a positive turnaround is likely over the... 8th May 2015 · 1 min read
Asia Economics Update Asian currencies regain lost ground Most currencies in Emerging Asia recovered some ground against the US dollar in April as investors pushed back their expectations for rate hikes in the US. Equity markets also started the month... 30th April 2015 · 1 min read
Asia Chart Pack Slow out of the blocks Emerging Asia has made a weak start to the year. The headlines have been grabbed by China's slowdown but, a few positive signs from India aside, there has been little cause for cheer around the rest... 29th April 2015 · 1 min read
Asia Data Response Korea GDP (Q1 Preliminary) The healthy pick-up in Korean growth in the first quarter should lift some of the gloom that has settled over the economy in recent months. What's more, we think growth will strengthen further in the... 23rd April 2015 · 1 min read
