India Economics Update Export slump looks set to continue India’s trade deficit remained in check in December but this positive headline story masks the fact that exports continue to contract sharply. With progress on the reforms needed to support a vibrant... 18th January 2016 · 1 min read
Asia Economics Weekly Should Asia fear a collapse in the renminbi? Fears of a sudden devaluation of the Chinese renminbi have cast a shadow over Emerging Asia’s economic prospects since the start of the year. But while Asian exporters would hardly welcome a slump in... 15th January 2016 · 1 min read
India Data Response Wholesale Prices (Dec.) Wholesale price inflation picked up in December and, looking ahead, we think that it will rise further, returning to positive territory early this year. 14th January 2016 · 1 min read
Asia Economic Outlook China holds the key to regional recovery Turmoil in China’s financial markets has fuelled concerns that its real economy is also on the brink of a crisis, but we expect continued policy support to drive a recovery over the coming months... 13th January 2016 · 1 min read
India Economics Update Rise in coal production belies longer-term challenges A recent pick-up in domestic production and a fall in imports of coal have led to suggestions that the government is on track to meet its target of doubling output by 2020. But the sector continues to... 13th January 2016 · 1 min read
India Data Response Consumer Prices (Dec.) & Industrial Production (Nov.) India’s consumer price inflation accelerated in December. While this doesn’t put the RBI’s inflation target for January 2016 under threat, it does highlight the difficult task the RBI faces in meeting... 12th January 2016 · 1 min read
India Economics Update Food and fuel inflation on the rise Inflation is likely to have risen in December on account of accelerating food inflation and the government’s incremental hiking of fuel duties even as global oil prices continue to slump. Further... 7th January 2016 · 1 min read
India Economics Update What to expect in 2016 In our first India Watch of 2016, we outline the prospects for India’s economy over the coming year. The lagged effect of earlier policy loosening and weakness in global commodity prices should... 6th January 2016 · 1 min read
India Data Response Manufacturing PMI (Dec.) The slump in India’s manufacturing PMI reading in December highlights that, despite the recent strength of the hard activity data, local manufacturers continue to face significant structural headwinds... 4th January 2016 · 1 min read
India Chart Pack Reform agenda fails to launch in 2015 On the face of it, 2015 has been a decent year for the Indian economy. Admittedly, activity indicators are pointing to a slow and bumpy recovery, but conditions have undoubtedly improved following... 23rd December 2015 · 1 min read
India Economics Update External vulnerabilities remain low The widening in India’s current account deficit in Q3 was due in large part to seasonal patterns. Over a four-quarter sum, the deficit narrowed and, given also that FDI inflows remain strong, there is... 23rd December 2015 · 1 min read
Asia Chart Pack ASEAN Economic Community is no game changer The ASEAN Economic Community (AEC) formally takes effect on 31st December and aims to transform ASEAN into a single market and production base, which its supporters hope will one day enable it to... 23rd December 2015 · 1 min read
Asia Economics Weekly What to expect from Asia in 2016 A slump in exports, slowing growth and falling currencies made for a grim 2015. But will next year be any better? In this final Weekly of the year, we outline our key calls for 2016. 18th December 2015 · 1 min read
India Economics Update Markets take Fed tightening in their stride Financial markets in India have taken yesterday's decision by the US Fed to hike interest rates for the first time in nearly a decade in their stride. A bigger test might come if the Fed now tightens... 17th December 2015 · 1 min read
India Economics Update What is holding up the Goods and Services Tax? Passage of the long-awaited Goods and Services Tax (GST) in India continues to be delayed by major issues ranging from disagreements over the tax rate itself to which items will be covered. Given this... 16th December 2015 · 1 min read
India Economics Update Trade deficit looks sustainable despite export weakness India’s trade deficit remained stable in November as the continued slump in exports was offset by another collapse in imports. With this trend set to continue, the overall current account position... 16th December 2015 · 1 min read
