Asia Economics Weekly Reform boost for Vietnam, regional growth slows The opening up of Vietnam’s economy has gathered pace over the pace couple of months, with the government pressing ahead with a series of reforms which should boost the country’s economic prospects... 9th November 2018 · 1 min read
Asia Economics Update Rates set to stay on hold in Malaysia Bank Negara Malaysia today left interest rates unchanged at 3.25% and gave no hint in its accompanying statement that it is in a rush to change its policy stance anytime soon. Whereas the consensus is... 8th November 2018 · 1 min read
Asia Economics Weekly TPP boost to Asia, rate hikes unlikely in Korea The announcement that the Trans-Pacific Partnership will come into force on 30th December is important in a number of ways. Not only should it provide a boost to growth prospects across parts of Asia... 2nd November 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Oct.) The October PMIs for Emerging Asia indicate that the region’s manufacturing sectors lost further momentum at the start of Q4. Meanwhile, the weakness in new export orders supports our view that the... 1st November 2018 · 1 min read
Asia Economics Update What does the recent jump in oil prices mean for Asia? The biggest impact of a period of sustained higher oil prices would be in India and the Philippines, whose current account deficits would be pushed even more into the red, putting further downward... 4th October 2018 · 1 min read
Asia Economics Update Malaysia: BNM unlikely to change policy With growth easing and inflation very low, Bank Negara Malaysia’s decision to leave its main policy rate on hold at 3.25% today was no surprise. While the risks are skewed towards looser policy, we... 5th September 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Aug.) The August PMIs for Emerging Asia suggest that the region’s manufacturing sectors remained lacklustre. Meanwhile, Korean export data suggest export growth in the rest of the region stayed robust last... 3rd September 2018 · 1 min read
Asia Economics Weekly BoT signals rate hike, Malaysia pushes back on BRI Stronger-than-expected Q2 GDP figures this week and the Bank of Thailand’s (BoT) increasingly hawkish rhetoric suggest a 25bp rate hike is likely at its next meeting on 19 th September. However, with... 24th August 2018 · 1 min read
Asia Data Response Malaysia GDP (Q2) Today’s figures show that Malaysia’s growth slowed sharply in Q2, partly reflecting the political transition following the May election. While consumer spending should continue to be buoyed by the... 17th August 2018 · 1 min read
Asia Economics Focus Malaysia: what to make of Mahathir’s first 100 days Following his shock election victory at the start of May, 93-year-old Prime Minister Mahathir Mohamad has wasted no time in carrying out his main campaign promises. With his first 100 days in office... 16th August 2018 · 1 min read
Asia Economics Update What does the crisis in Turkey mean for Asia? There is a good chance that the recent volatility in financial markets triggered by the crisis in Turkey will prompt Bank Indonesia into hiking interest rates at its meeting on Wednesday. For most... 13th August 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Jul.) Most of Emerging Asia’s PMIs fell in July. However, there were no clear signs in the PMI surveys that suggest the first tranche of US tariffs on Chinese goods that came into effect in early July have... 1st August 2018 · 1 min read
Asia Data Response Malaysia CPI (Jun) The removal of the Goods and Service Tax (GST) was the key reason behind the sharp fall in inflation in Malaysia last month. Although inflation is likely to remain low for the rest of the year, we... 18th July 2018 · 1 min read
Asia Economics Update The impact of Trump’s China tariffs on the rest of Asia US plans to impose tariffs on an additional $200bn of Chinese imports represent a marked escalation of the ongoing trade tensions between the US and China. The tariffs would have knock-on effects on... 11th July 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Jun.) The June PMIs for Emerging Asia indicate that the region’s manufacturing sectors remained in decent health. Meanwhile, Korean export data suggest export growth in the rest of the region likely ended... 2nd July 2018 · 1 min read
Asia Economics Update Malaysia: What to make of BNM head’s resignation The resignation of Malaysia’s central bank governor amid accusations of corruption at the Bank is an encouraging sign that the new government’s anti-corruption drive is gathering pace. The new... 6th June 2018 · 1 min read
