Asia Economics Weekly Where do the risks lie? Financial markets across Emerging Asia have rebounded in recent months as investors have become more confident over the short-term economic outlook for the region. However, as we make clear in our... 8th April 2016 · 1 min read
India Economics Update Inflation to ease again but RBI's targets under threat Inflation is likely to have fallen in March as food price pressures continued to ease. But further ahead, the RBI still faces a difficult task in meeting its inflation targets for 2017 and 2018. Given... 7th April 2016 · 1 min read
India Economics Update Will commercial banks now pass on policy rate cuts? Having now cut its repo rate by 150bp since January 2015, the RBI yesterday re-emphasised the need for commercial banks to boost lending by passing on rate reductions to borrowers. In truth, high... 6th April 2016 · 1 min read
Asia Economic Outlook Tigers in trouble, but better prospects elsewhere The region’s original tiger economies, Hong Kong, Singapore, Taiwan and Korea, are likely to struggle over the next couple of years against a backdrop of cooling credit growth, bursting property... 6th April 2016 · 1 min read
India Economics Update RBI cuts repo rate but loosening cycle now at an end The Reserve Bank of India (RBI) reduced its repo rate by 25bp to 6.50% today but, given the difficulties it faces in meeting its inflation targets for March 2017 and 2018, we think that rates will now... 5th April 2016 · 1 min read
India Economics Update State elections take centre stage The raft of upcoming state elections in India are likely to have an important bearing on economic policy at the local level. But perhaps more significant, the outcome of the state elections could be... 31st March 2016 · 1 min read
Asia Chart Pack Where next for Myanmar? 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... 30th March 2016 · 1 min read
RBI Watch Stage set for further modest loosening It's not a done deal yet, but the balance appears to be tipped towards the Reserve Bank of India (RBI) deliver ing another interest rate cut in next week's policy meeting . This is due to a number of... 29th March 2016 · 1 min read
India Chart Pack Stars align for another modest rate cut Developments over the past month have paved the way for the Reserve Bank of India to deliver another modest interest rate cut in its April meeting. For a start, the finance ministry pledged to... 23rd March 2016 · 1 min read
India Economics Update External position continues to strengthen The narrowing in India's current account deficit in Q4 2015, along with the pick-up in foreign direct investment inflows, supports our view that the country's external position will remain far less a... 22nd March 2016 · 1 min read
India Economics Update Markets regain their poise India's financial markets have rallied over the past couple of weeks following a terrible start to the year. The rupee has strengthened, while local equities have made significant gains. Meanwhile... 21st March 2016 · 1 min read
India Economics Update Investment activity showing tentative signs of improvement The government’s plans to boost capital expenditure should help sustain the recent tentative pick-up in investment activity. But slow movement on the reform front means that a spectacular rebound is... 18th March 2016 · 1 min read
India Economics Update Lower import bill to keep trade deficit in check India’s monthly trade deficit narrowed in February to its smallest since September 2013. With a number of factors likely to keep commodity imports in check, the overall current account position is... 16th March 2016 · 1 min read
India Data Response Consumer Prices (Feb.) Indian consumer price inflation dropped in February as food price pressures abated. However, the RBI still faces a difficult task in meeting its inflation targets for the next two years. 14th March 2016 · 1 min read
India Data Response Wholesale Prices (Feb.) Wholesale price inflation held steady in February, but we think that it will return to positive territory over the next couple of months. 14th March 2016 · 1 min read
India Data Response Industrial Production (Jan.) Today’s industrial production data suggest that output has continued to contract at the start of this year. The continued struggles of industry cast a dark cloud over the Modi government’s efforts to... 11th March 2016 · 1 min read
