Asia Economics Update Regaining some lost ground Financial markets in Asia have fallen back following the US Fed’s monetary policy statement on Wednesday, which struck a more hawkish tone than many had expected. Despite the most recent falls, almost... 29th October 2015 · 1 min read
Asia Chart Pack Vietnam and Bangladesh exports bucking the trend Fossil fuels should continue to be the world’s most important energy source for the foreseeable future. However, renewable energy production will grow rapidly and become an increasingly large part of... 27th October 2015 · 1 min read
Asia Data Response Korea GDP (Q3 Preliminary) Korea's economy rebounded in the third quarter as the impact of the negative shock caused by the outbreak of Middle East Respiratory Syndrome (MERS) in mid-2015 faded. We expect the recovery to... 23rd October 2015 · 1 min read
Asia Economics Weekly Deflation: Exit ahead The latest warnings that deflation is a major cause for concern in Emerging Asia are wide of the mark. In fact, we think inflation will be back in positive territory across the entire region by early... 16th October 2015 · 1 min read
Asia Economics Update Bank of Korea to keep rates on prolonged hold Against a backdrop of gradual recovery in the domestic economy, the Bank of Korea (BoK) left its policy rate unchanged at a record low of 1.50% today. We expect the BoK to keep rates on hold for the... 15th October 2015 · 1 min read
Asia Economic Outlook Emerging Asia set for recovery The jump in Egyptian inflation to 9.2% y/y in September was driven almost entirely by a rise in the volatile food component. While we do expect inflation to fall back again, last month’s data mean an... 12th October 2015 · 1 min read
Asia Economics Update Korea’s economy is turning a corner Korea’s domestic economy appears to be getting back on its feet following the negative shock caused by the outbreak of Middle East Respiratory Syndrome (MERS) in mid-2015. With the outlook improving... 7th October 2015 · 1 min read
Asia Economics Update Panic subsides, but pessimism lingers Although the China-led panic that swept through Asian markets in August has subsided over the past month, most of the region’s currencies and equity markets still recorded losses. Investor sentiment... 30th September 2015 · 1 min read
Asia Chart Pack Time to worry about a weak rupiah? The Indonesian rupiah has fallen again over the past week, hitting a fresh 17-year low against the US dollar. The sharp drop in the currency, which is down by a cumulative 33% since the start of 2013... 23rd September 2015 · 1 min read
Asia Economics Weekly Why have exports been so weak? The slump in commodity prices accounts for most of the decline in Asian exports this year, even in countries which are not major commodity exporters. 11th September 2015 · 1 min read
Asia Economics Update Financial stability risks to keep Bank of Korea on hold The Bank of Korea (BoK) kept its policy rate unchanged at a record low of 1.50% today as fears over the possible implications of Fed tightening offset worries about the recent weakness of the economy... 11th September 2015 · 1 min read
Asia Economics Update Asian markets bear brunt of China-led sell-off Asian financial markets have been at the centre of the recent financial market turmoil that was triggered by fears about the health of the Chinese economy. The sell-off has raised concerns that a... 31st August 2015 · 1 min read
Asia Chart Pack Foreigners head for the exits The financial turmoil of the past month in Asia has seen foreign investors scramble for the exit. Net foreign outflows from the region’s equity markets have reached nearly US$10bn so far in August... 27th August 2015 · 1 min read
Asia Economics Update Korean rates to stay on hold for a while yet The Bank of Korea (BoK) kept its policy rate unchanged at a record low of 1.50% today, despite talk of a fresh round of "currency wars" across Asia following the People's Bank of China's decision to... 13th August 2015 · 1 min read
Asia Economics Update Asian currencies caught up in EM sell-off Asian currencies have been caught up in a general sell-off of EM assets this month, as interest rate hikes in the US have started to loom. Some currencies are now at or close to multi-year lows. That... 30th July 2015 · 1 min read
Asia Chart Pack Bigger risks to growth in Malaysia than 1MDB scandal The controversy surrounding the state investment company, 1Malaysia Development Bhd (1MDB), has intensified in recent days after Prime Minister Najib Razak, who has been accused of taking money from... 29th July 2015 · 1 min read
