China Economics Update Who in Asia is most vulnerable to a hard landing in China? Recent weak data from China has led to renewed fears of a hard landing in Asia’s biggest economy. The countries most exposed would be those for which China is an important export market such as Hong... 6th June 2012 · 1 min read
Asia Chart Pack Currencies and equities fall sharply, further falls likely Following a strong start to the year, most Asian currencies and equities fell sharply in May. The main reason is that renewed concerns over the euro-zone’s future brought a return in global risk... 31st May 2012 · 1 min read
Asia Economics Update India’s growth rate slows further, worse still to come The sharp slowdown in India’s GDP growth in the first quarter means hopes for growth of 7% or more this calendar year are too optimistic. We are cutting our forecast to 6%. 31st May 2012 · 1 min read
Asia Economics Update What should we expect from first quarter GDP in India? India’s first quarter GDP data, due to be published on 31st May, are likely to show a further slowdown in activity compared to the last quarter of 2011. With no sign that growth is likely to pick up... 24th May 2012 · 1 min read
Asia Economics Update Will the Reserve Bank‘s support for the rupee succeed? We doubt that the Reserve Bank of India’s recent efforts to prop up the rupee will succeed. However, this may be a good thing, as India would benefit from a more competitive currency. 14th May 2012 · 1 min read
Asia Economics Update April PMIs suggest Asia’s industrial recovery is losing steam April PMIs for Asia were generally disappointing, and in Australia in particular the index was outright alarming. The weak numbers reinforce our belief that the region’s industrial sector is set for a... 2nd May 2012 · 1 min read
Asia Chart Pack Export improvement brings fragile recovery Emerging Asia’s economies fared better in Q1 than Q4. Both Singapore and Taiwan returned to quarterly growth, while Korea’s economy grew at a faster q/q rate. Business and consumer surveys show an... 30th April 2012 · 1 min read
Asia Economics Weekly India trade boost for Pakistan? Ties between India and Pakistan have warmed in recent months, raising hopes of a normalisation of trade relations. While this would have the potential to boost bilateral trade, we have doubts over how... 23rd April 2012 · 1 min read
Asia Economic Outlook Asia well placed to withstand weaker global growth Asia is well placed to withstand the impact of any major shocks to the global economy. The health of economic fundamentals and policymakers’ room for stimulus should enable the region to grow by just... 19th April 2012 · 1 min read
Asia Economics Update India and Vietnam: Asia’s disappointing duo Growth has weakened significantly in both Vietnam and India over the past 12 months. In the next couple of years, neither economy looks like recapturing the impressive growth rates that were recorded... 18th April 2012 · 1 min read
Asia Economics Update Reserve Bank of India cuts repo rate, prioritising growth The Reserve Bank of India cut its key policy rate by 50bp today in response to slower growth and a fall in underlying inflation. We suspect it will deliver a further 50bp of rate cuts by year-end as... 17th April 2012 · 1 min read
Asia Economics Weekly Challenges for South Korea While the world’s eyes were fixed on the North Korean rocket launch, last week’s election in the South brought into focus some of the challenges its policymakers face, in addition to dealing with... 16th April 2012 · 1 min read
Asia Economics Update Asia’s costly fuel subsidies to remain in place The recent increase in oil prices is putting the budgets of countries that operate fuel subsidy regimes under strain. Nevertheless, any meaningful reform of subsidy programmes across Asia looks... 9th April 2012 · 1 min read
Asia Economics Update Policy paralysis to continue in India Events over the past year have taken the shine off India’s economy as the growth rate has slowed, reform efforts have been blocked and slow and opaque decision-making has undermined investor... 4th April 2012 · 1 min read
Asia Economics Update March PMIs point to continued manufacturing recovery March PMIs for Asia suggested that a pick-up in trade is giving a boost to the region’s manufacturers. However, problems in the euro zone mean that the improvement could be short-lived. 3rd April 2012 · 1 min read
China Economics Update Is China's move up the value chain a threat to Asian economies? As China develops, its manufacturing firms are moving into higher-value sectors. While this is a boon for low-wage Asian economies that represent a good alternative for low-end producers... 29th March 2012 · 1 min read
