Asia Economics Update India on cusp of export rebound With India’s domestic demand held back by tight monetary policy, export demand is likely to play a pivotal role in any economic recovery this year. Recent export data have been disappointing. But a... 12th March 2014 · 1 min read
Asia Economics Update Encouraging Indian data unlikely to sway hawkish central bank Today’s industrial production and inflation data show India’s beleaguered economy moving in the right direction, but we doubt the latest drop in inflation will be enough to prompt the Reserve Bank to... 12th March 2014 · 1 min read
Asia Economics Update PMIs point to gradual and uneven recovery The February PMIs for Emerging Asia point to a slight deterioration in the region's manufacturing conditions. The pullback in the new orders component suggests Asia's manufacturing recovery is likely... 3rd March 2014 · 1 min read
Asia Economics Weekly Export recovery to support growth in Asia GDP data for the fourth quarter of 2013 showed that regional growth was unchanged from Q3. Improving prospects for exports bode well for the outlook, but domestic demand needs to cool in some... 3rd March 2014 · 1 min read
Asia Economics Update India’s road to recovery to remain bumpy Economic growth in India dipped in the final quarter of 2013, having picked up in Q3. Looking ahead,we continue to expect the economic recovery to remain slow and uneven. 28th February 2014 · 1 min read
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 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 Update India’s auto industry highlights weakness of domestic demand Domestic demand in India remains lacklustre, overshadowing the encouraging performance of exports. Trends in the auto industry provide a case in point, as healthy passenger vehicle exports have not... 18th 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 India's policy options limited by stubborn inflation Today’s output and inflation data from India were, in each case, a little better than expected but they won’t drive away the dark cloud that hangs over the outlook for the economy. Industrial... 12th February 2014 · 1 min read
Asia Economics Update Rupee stability key to relaxation of India’s gold import curbs The rupee has come through the recent EM turbulence largely unscathed. But the authorities have hinted at the possibility of easing the gold import curbs that have reduced the trade deficit and... 11th February 2014 · 1 min read
Asia Economics Update Rajan is laying foundations for long-term growth in India After five months in office, nobody would accuse Raghuram Rajan of keeping a low profile. Rarely has a central bank governor been such a regular fixture in local papers. The global media is also... 10th 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 Economics Update Dual concerns over inflation and rupee behind India rate hike The Reserve Bank of India (RBI) surprised the market with a rate hike today, signalling its commitment to bringing down inflation, while perhaps also hoping to protect the rupee amid the ongoing... 28th January 2014 · 1 min read
