Asia Economic Outlook Weaker credit growth to weigh on region Most countries in Emerging Asia should record reasonable growth over the next couple of years, helped by a combination of supportive monetary policy and a pick-up in demand from advanced economies... 4th July 2014 · 1 min read
Asia Economics Update Thailand’s financial markets recover, while Indonesia’s falter Reduced political tensions in Thailand have boosted its stock market and the baht. But in Indonesia, growing uncertainty over the result of July’s presidential election has weighed on financial... 30th June 2014 · 1 min read
Asia Economics Weekly Korea will struggle to overcome its demographic drag Korea has some of the worst demographic dynamics in Emerging Asia. Not only is the population set to age dramatically, but the size of the overall workforce is also set to fall sharply. Although the... 30th June 2014 · 1 min read
Asia Chart Pack Indonesian rupiah back in the spotlight An easing of financial conditions across the global economy has given support to most currencies in Emerging Asia, which have generally been appreciating against the US dollar over the past few months... 25th June 2014 · 1 min read
Asia Economics Update Are higher oil prices a threat to Asia? A sharp rise in oil prices as a result of the crisis in Iraq would have negative effects on Emerging Asia. While the inflationary impact is likely to be manageable, most Asian economies are net... 24th June 2014 · 1 min read
Asia Economics Weekly How will Emerging Asia fare over the next decade? In recent decades Emerging Asia has consistently set the global benchmark for economic growth. In this Weekly we look at prospects for the next decade. Overall, while Emerging Asia should continue to... 16th June 2014 · 1 min read
Asia Economics Update Low inflation and strong won to keep Korean rates on hold The Bank of Korea (BoK) kept interest rates on hold today, as was expected given the reasonable economic outlook and subdued inflation. We think rates will be kept on hold for a while yet, with the... 12th June 2014 · 1 min read
Asia Economics Update Three scenarios for how Asia’s credit binge will end We have been arguing for some time that Emerging Asia’s credit binge is unsustainable. While we don’t think an Asia-wide financial crisis is likely, the countries that have seen the biggest build-up... 10th June 2014 · 1 min read
Asia Economics Weekly Can manufacturing revive growth in India and Indonesia? A strong manufacturing sector would go some way to reviving the economic fortunes of India and Indonesia. The challenges are formidable. But, with a new prime minister in India, and Indonesia set to... 9th June 2014 · 1 min read
Asia Economics Weekly South East Asia losing its shine The slowdown in GDP growth in South East Asia in recent quarters represents something of a fall from grace for the region, which until recently was a rare bright spot in the global economy. With the... 2nd June 2014 · 1 min read
Asia Economics Update Emerging Asia Markets Monitor (May) The election of Narendra Modi in India has provided a boost to the rupee and the Indian stock market. In contrast, the military coup in Thailand and anti-China protests in Vietnam have weighed on... 30th May 2014 · 1 min read
Asia Chart Pack Political risk back on the agenda Political developments have once again taken centre stage over the past month. Most attention has focused on Thailand, where the army has staged a military coup. This may help to reduce uncertainty in... 29th May 2014 · 1 min read
Asia Economics Focus Will urbanisation continue to drive growth in Asia? Urbanisation has been an important growth driver for Asian economies over the past few decades. With the proportion of the population living in urban areas still below 50% in many Asian countries... 26th May 2014 · 1 min read
Asia Economics Weekly Is Emerging Asia missing out on the global recovery? Recovery in advanced economies has been underway for the best part of a year now, but Emerging Asia’s exports have remained sluggish. Some commentators are concerned this is more than a short-term... 26th May 2014 · 1 min read
Asia Economics Weekly Is a credit bubble building in the Philippines? The surge in credit that has been going on across much of Emerging Asia since the global financial crisis has been getting some well-deserved media attention recently. But while we have been flagging... 19th May 2014 · 1 min read
Asia Economics Update Is the Korean won overvalued? Fears that a strong won will undermine Korea’s export competitiveness look overdone. If anything, the won looks slightly undervalued, while prospects for the country’s exporters are better than they... 12th May 2014 · 1 min read
