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 Update Rate cuts unlikely any time soon in India The central bank left interest rates unchanged today, as expected. Looking ahead, rate cuts are unlikely any time soon despite subpar economic growth as consumer price inflation remains high. 3rd 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 Economics Update India's economy devoid of momentum as Modi takes charge Today’s GDP data confirm that India’s economic growth was very subdued at the start of the year. There will be a temptation to see this as essentially old news given how much the landscape has changed... 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 Update India’s current account deficit likely to widen, but gradually India’s current account deficit fell to its lowest level in five years last quarter. Looking ahead, the deficit looks set to widen as imports are likely to rise on the back of an economic recovery and... 27th 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 Update Will India’s central bank stand in the way of a stronger rupee? With India’s economy set to benefit from the stability provided by the first single-party majority government since the 1980s, an influx of foreign investment should push the rupee higher against the... 21st 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 Strong BJP mandate could be a game-changer for India For the first time in 30 years, it appears that a national government in India will be free from the chains of coalition politics, giving it a strong platform from which to launch much-needed economic... 16th May 2014 · 1 min read
Asia Economics Update India’s wholesale inflation eases, but RBI unlikely to budge India’s wholesale price inflation dipped unexpectedly last month, but this is unlikely to persuade the Reserve Bank of India (RBI) to abandon its hawkish stance on monetary policy any time soon. 15th May 2014 · 1 min read
Global Markets Update Will India really deliver equity-friendly reforms? The prospect of a new government delivering economic reform in India has provided a substantial boost to the country’s stock market. Although we are also optimistic that a new government will make... 14th May 2014 · 1 min read
Asia Economics Update India’s next government forced to build on sluggish economy As voting in India’s general election draws to a close today, another batch of disappointing data has underlined the economic challenges that will face the new government. 12th May 2014 · 1 min read
Asia Economics Weekly Are expectations too high for Modi’s India? All eyes will be on India next week as its much-talked-about election comes to an end. Opinion polls have consistently suggested that the opposition BJP party, which has nominated Narendra Modi as its... 12th May 2014 · 1 min read
