Asia Data Response Korea GDP (Q2 Preliminary) Korea's economy slowed sharply in the second quarter, reflecting the outbreak of Middle East Respiratory Syndrome (MERS). But with the worst of the MERS outbreak over, Korea's economy should recover... 23rd July 2015 · 1 min read
Asia Economics Weekly What to expect from Asia in 2017 In our Q3 Emerging Asia Outlook, which was published on Thursday, we rolled out our forecasts to include 2017. This Weekly looks in more detail at the region’s growth prospects for the year after next... 17th July 2015 · 1 min read
Asia Economic Outlook Credit slowdown to weigh on Asian growth After a poor start to 2015, we expect growth in Emerging Asia to pick up in the second half of the year as the benefits of lower oil prices and loose monetary policy filter through to the domestic... 16th July 2015 · 1 min read
Asia Economics Update Further rate cuts in Korea unlikely Despite the weak economy, the Bank of Korea (BoK) kept its policy rate unchanged at a record low of 1.50% today. We think it will take a severe deterioration in the growth outlook to convince the BoK... 9th July 2015 · 1 min read
Asia Data Response Manufacturing PMIs (Jun.) Most of Emerging Asia's PMIs for Emerging Asia fell back in June, suggesting the region's manufacturing sectors remain in the doldrums. In the two economies where the PMIs most closely track the hard... 1st July 2015 · 1 min read
Asia Economics Update Asian markets remain calm about "Grexit" threat Although most Asian equities markets and currencies weakened in June, reflectingrising expectations that the US Fed will soon start to raise interest rates and thegrowing risk of Greece exiting the... 30th June 2015 · 1 min read
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