Asia Economics Update How does India today compare with previous crises? The rupee continued to slide today, breaking through 65 to the US dollar for the first time. Newspaper headlines continue to talk of a crisis. In this Update we compare the current situation with... 22nd August 2013 · 1 min read
Asia Economics Update Emerging Asia Markets Monitor (Aug.) Asian currencies and equity markets have been hit hard by the recent sell-off inemerging market assets with India and Indonesia the worst affected in the region.Bond yields have risen, but remain low... 21st August 2013 · 1 min read
Asia Economics Update Is India heading toward crisis? The slide of the rupee has triggered speculation that India is heading toward a balance of payments crisis. We do not think a crisis is on the cards, but the outlook is downbeat and fraught with risks... 20th August 2013 · 1 min read
Asia Economics Weekly Asia’s industrial outperformance to continue Asia’s manufacturers have had a hard time since the global financial crisis, and are currentlystruggling through yet another weak patch. However, they have actually done much betterthan their peers in... 19th August 2013 · 1 min read
Asia Economics Update India’s latest data underline stagflation problem India’s latest data releases underline the challenges faced by the country and its new central bank governor. Today’s inflation data show that wholesale price inflation accelerated and consumer price... 14th August 2013 · 1 min read
Asia Economics Weekly Asia’s consumers seeing mixed fortunes For all the hype about the rise of the Asian consumer, the recent performance of consumer spending in Asia has been disappointing. The weakness is largely explained by subdued spending in the region’s... 5th August 2013 · 1 min read
Asia Economics Update July PMIs point to continued manufacturing weakness The July PMIs for Emerging Asia point to weakening conditions in the region’s manufacturing sectors. Both output and new orders were especially disappointing. We maintain our view that fragile global... 1st August 2013 · 1 min read
Asia Economics Update Indian rates to be kept on prolonged hold The Reserve Bank of India (RBI) kept its policy rates unchanged at its meeting today, as was widely expected. Recently-implemented tightening measures could be removed within the next few months, if... 30th July 2013 · 1 min read
Asia Chart Pack Bottoming out? Growth in Emerging Asia, which has slowed sharply since the start of the year, may have bottomed out. According to our GDP Tracker, which uses monthly data for output and expenditure, regional GDP... 24th July 2013 · 1 min read
Asia Economics Weekly Asia’s export weakness to continue Exports from Emerging Asia remain lacklustre and continue to hold back the region’s growth. As this Weekly explains, a strong and sustained export recovery is unlikely anytime soon. 22nd July 2013 · 1 min read
China Economics Focus Asia’s diverging growth prospects China’s Q2 GDP data underline the extent to which Asia’s economic landscape has shifted. We expect growth in China to continue to slow over the next couple of years. For India, the worst of the... 17th July 2013 · 1 min read
Asia Economics Update India’s liquidity measures push policy rate cuts off the table The Reserve Bank of India’s (RBI) efforts to tighten liquidity have given a bounce to the rupee today. But greater currency stability, even if sustained, will come at the cost of a further economic... 16th July 2013 · 1 min read
Asia Economics Update India's rising inflation makes near-term rate cut even less likely Today’s slight increase in India's wholesale price inflation will not have greatly alarmed policymakers, but the increase in consumer price inflation is a bigger worry. The chances of the Reserve Bank... 15th July 2013 · 1 min read
Asia Economic Outlook Policy approaches turning point Despite China’s ongoing slowdown, growth in the rest of Emerging Asia should pick up over the next couple of years, helped by a combination of loose monetary policy and stronger global demand. The... 5th July 2013 · 1 min read
Asia Economics Update June PMIs provide little encouragement The June PMIs for Emerging Asia suggest the region’s manufacturing sectors continue to struggle. New orders were particularly disappointing. We think fragile global demand will make life difficult for... 1st July 2013 · 1 min read
Asia Chart Pack Capital outflows pose economic challenge The main development of the past month has been the big sell-off in financial markets which has been triggered by worries about the consequences of a scaling back of QE in the US. Foreign investors... 26th June 2013 · 1 min read
