Asia Economics Update Asian currencies rebound, rupiah leads the way Following sharp falls in January, Asian currencies and equity markets have rebounded over the past month. Meanwhile, government bond yields have been broadly flat. 27th February 2014 · 1 min read
Asia Chart Pack Interest rates to stay lower than consensus expects Asian central banks have, for the most part, left interest rates on hold recently, with India the only major central bank in the region to adjust monetary policy over the past month. India raised... 25th February 2014 · 1 min read
Asia Economics Update Korean government growth target unlikely to be met President Park Geun-hye’s plans to raise trend growth to 4% by 2017 are unlikely to succeed. In fact, we see trend growth in Korea slowing to around 2% over the next decade. 25th February 2014 · 1 min read
Asia Economics Weekly India and Indonesia – not so fragile? After coming through the latest bout of market turmoil with surprising resilience, it could be time for Indonesia and India to hand in their membership of the so-called ”Fragile Five”. Importantly... 24th February 2014 · 1 min read
Asia Economics Weekly Prolonged political crisis holding back growth in Thailand Following an inconclusive general election, Thailand’s power vacuum is likely to persist for a couple more months at least. Most attention has been focused on the potential short-term economic... 17th February 2014 · 1 min read
Asia Economics Update Bank of Korea in no rush to tighten monetary policy The Bank of Korea’s (BoK) decision to keep interest rates on hold for a ninth consecutive month comes against a background of weak price pressures. Looking ahead, with inflation set to remain subdued... 13th February 2014 · 1 min read
Asia Economics Weekly Five reasons to be positive about the Philippines The Philippines economy came through the disruption caused by Typhoon Haiyan reasonably well, posting healthy growth in the final quarter of 2013. The outlook is also bright, with long term growth... 3rd February 2014 · 1 min read
Asia Economics Update Asia escaping the worst of recent EM turmoil Asia has escaped the worst of the latest sell-off in EM assets. What’s more, some of the economies that were hit hardest during the turmoil of last summer have proved more resilient this time around. 29th January 2014 · 1 min read
Asia Chart Pack Asia is struggling for momentum Emerging Asia is continuing to struggle. While rising demand from the developed world is helping some economies, most notably Korea, it looks like the region as a whole ended the year on a lacklustre... 27th January 2014 · 1 min read
Asia Economics Weekly Indian inflation subsides as RBI considers policy reform A good harvest appears to have dampened food price inflation in India. As a result, consumer and wholesale prices both fell sharply at the end of 2013. While inflation is likely to ease further over... 27th January 2014 · 1 min read
Asia Economics Update Low interest rates and rising exports to support Korean growth Korea's economy recorded another quarter of strong growth in Q4 last year, thanks mainly to a pick-up in external demand. The economy should remain fairly strong over the next couple of years, thanks... 23rd January 2014 · 1 min read
Asia Economics Weekly Is Singapore really the next Iceland? An article in Forbes, a business journal, comparing Singapore to Iceland and claiming that it is on the brink of financial crisis, has caused a stir in the city state this week. We have ourselves... 20th January 2014 · 1 min read
Asia Economic Outlook China to slow, but faster growth elsewhere Most of Emerging Asia should enjoy a steady recovery in 2014-15 on the back of loose monetary policy and an expected recovery in the developed world. China is the main exception. Recently announced... 14th January 2014 · 1 min read
Asia Economics Weekly Asia’s export recovery to gain momentum Emerging Asia’s exports have continued on a path of slow recovery in recent months. Exports should gain more momentum over the next couple of years as demand from advanced economies strengthens. The... 13th January 2014 · 1 min read
Asia Economics Update Bank of Korea to keep rates on hold until 2015 The Bank of Korea (BoK) kept its policy rate on hold today for the eighth consecutive month. With the economy set to stage a gradual recovery over the next year and inflationary pressures likely to... 9th January 2014 · 1 min read
Asia Economics Weekly Elections in 2014 – what they mean for Asia In this first Weekly of 2014, we take our usual look at the important elections that are set to take place in Asia over the coming year, assessing the implications for policymaking and the region's... 6th January 2014 · 1 min read
