Asia Economics Weekly What do falling commodity prices mean for Australia? Sharp falls in commodity prices over recent weeks have raised questions over the sustainability of Australia’s mining investment boom. On the plus side, the struggling non-mining parts of the economy... 25th June 2012 · 1 min read
Asia Economics Update Is fiscal stimulus on the way in Asia? Our view that Asia is well-placed to withstand sluggish global growth and the crisis in the euro-zone is based on our belief that policymakers in the region have plenty of scope to cut interest rates... 12th June 2012 · 1 min read
Asia Economics Weekly Bank of Korea likely to change policy stance soon The Bank of Korea (BoK) has become increasingly worried about the outlook for growth, but lingering inflation concerns are dissuading the central bank from loosening policy. We expect inflation to... 11th June 2012 · 1 min read
China Economics Update Who in Asia is most vulnerable to a hard landing in China? Recent weak data from China has led to renewed fears of a hard landing in Asia’s biggest economy. The countries most exposed would be those for which China is an important export market such as Hong... 6th June 2012 · 1 min read
Asia Chart Pack Currencies and equities fall sharply, further falls likely Following a strong start to the year, most Asian currencies and equities fell sharply in May. The main reason is that renewed concerns over the euro-zone’s future brought a return in global risk... 31st May 2012 · 1 min read
Asia Economics Update How bad were the Q1 data for emerging Asia? Most of Asia reported weak GDP growth in the first quarter of this year, due mainly to weak export demand. The crisis in the euro-zone is likely to weigh heavily on Asia this year. However, the... 23rd May 2012 · 1 min read
Asia Economics Update What would a rebalancing of China’s economy mean for Asia? A rebalancing of China’s economy away from investment and towards consumption would be bad for the region’s capital goods and commodities exporters, with Korea, Indonesia and Australia likely to be... 18th May 2012 · 1 min read
Asia Economics Update Bank of Korea inflation worries to dissipate The Bank of Korea (BoK) kept its policy rate at 3.25% today, as expected. Given that inflation is in retreat and concerns for the global economy are on the rise, we think the BoK’s stance will soon... 10th May 2012 · 1 min read
Asia Economics Weekly Is expropriation a risk in Asia? Recent developments in Latin America have raised concerns in some quarters that the region could be set for another wave of nationalisations. The level of protection offered to foreign investors is... 7th May 2012 · 1 min read
Asia Economics Update April PMIs suggest Asia’s industrial recovery is losing steam April PMIs for Asia were generally disappointing, and in Australia in particular the index was outright alarming. The weak numbers reinforce our belief that the region’s industrial sector is set for a... 2nd May 2012 · 1 min read
Asia Chart Pack Export improvement brings fragile recovery Emerging Asia’s economies fared better in Q1 than Q4. Both Singapore and Taiwan returned to quarterly growth, while Korea’s economy grew at a faster q/q rate. Business and consumer surveys show an... 30th April 2012 · 1 min read
Asia Economics Weekly Chinese tourism bonanza for Asia The past 15 years has seen a surge in the number of mainland Chinese travelling overseas. Although Chinese tourists are becoming increasingly adventurous and travelling further afield, the vast... 30th April 2012 · 1 min read
Asia Economics Update Korea faces sub-trend growth this year and next Today’s GDP data from Korea show that quarterly growth picked up in Q1. Nonetheless, the economy has expanded at a sub-trend pace over the past year and growth is unlikely to pick up strongly amid... 26th April 2012 · 1 min read
Asia Economic Outlook Asia well placed to withstand weaker global growth Asia is well placed to withstand the impact of any major shocks to the global economy. The health of economic fundamentals and policymakers’ room for stimulus should enable the region to grow by just... 19th April 2012 · 1 min read
Asia Economics Weekly Challenges for South Korea While the world’s eyes were fixed on the North Korean rocket launch, last week’s election in the South brought into focus some of the challenges its policymakers face, in addition to dealing with... 16th April 2012 · 1 min read
Asia Economics Update Asia’s costly fuel subsidies to remain in place The recent increase in oil prices is putting the budgets of countries that operate fuel subsidy regimes under strain. Nevertheless, any meaningful reform of subsidy programmes across Asia looks... 9th April 2012 · 1 min read
