Asia Economics Update Malaysian rates to stay on hold in 2017 Today’s decision by Malaysia’s central bank (BNM) to keep interest rates on hold at 3.0% came as no surprise. With the economy now recovering and the ringgit vulnerable to turns in investor sentiment... 19th January 2017 · 1 min read
Asia Chart Pack Vietnam complacent over credit risks Policymakers in Vietnam are becoming increasingly complacent of the risks posed by the rapid build-up in debt, as reflected by the government’s recent announcement that it was targeting credit growth... 17th January 2017 · 1 min read
Asia Economic Outlook Steady growth ahead Most countries in Emerging Asia should continue to grow at a decent pace over the next couple of years as loose monetary policy helps support demand. The key exception is China, where growth looks set... 13th January 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Dec.) Emerging Asia’s PMIs were a mixed bag in December. Focusing on the two economies where the PMIs most closely track the hard data, the recovery in Taiwan’s manufacturing sector appears to have... 3rd January 2017 · 1 min read
Asia Chart Pack Malaysia moves to stabilise the ringgit The Malaysian central bank (BNM) has introduced a range of measures to stabilise the ringgit, which has been the region’s worst performing currency over the past month. The most significant step it... 14th December 2016 · 1 min read
Asia Economics Weekly Asia well-placed to weather Fed rate hikes For most countries in Emerging Asia an increase in US interest rates is not a major cause for concern. However, aggressive Fed tightening could cause problems in Hong Kong, Malaysia and Indonesia. 9th December 2016 · 1 min read
Asia Economics Focus Time to worry about a foreign currency debt crisis in Asia? The sharp rise in the US dollar since Donald Trump’s election victory has led to renewed concerns over the rapid build-up in foreign currency (FX) debt in Emerging Asia. For most countries, FX debt... 5th December 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Nov.) The PMIs for Emerging Asia suggest conditions in the region’s manufacturing sectors mostly remained subdued in November. Focusing on the two economies where the PMIs most closely track the hard data... 1st December 2016 · 1 min read
Asia Economics Update Asian markets stabilise Asian financial markets have stabilised after falling sharply in the immediate aftermath of Donald Trump’s surprise US election victory. Looking ahead, we expect to see further falls in currencies... 30th November 2016 · 1 min read
Asia Chart Pack Political developments take centre stage Political developments have taken centre stage over the past month. Aside from Donald Trump’s election victory, most attention in Asia has focused on Korea, where President Park Geun-hye is clinging... 23rd November 2016 · 1 min read
Asia Economics Update Malaysia’s policy rate to stay on hold throughout 2017 Today’s decision by Malaysia’s central bank (BNM) to keep interest rates on hold at 3.0% suggests that it is more worried about supporting the weak currency than boosting the sluggish economy. Looking... 23rd November 2016 · 1 min read
Asia Economics Update Malaysian ringgit weakness to deter interest rate cuts The Malaysian central bank confirmed today that it has been intervening in foreign exchange markets to support the ringgit, which is now close to its lowest level since the Asian financial crisis... 18th November 2016 · 1 min read
Asia Data Response Malaysia GDP (Q3) GDP growth in Malaysia picked up in the third quarter of 2016, and while the worst for the economy is now over, a sharp rebound is unlikely. 11th November 2016 · 1 min read
Asia Economics Update What would a Trump victory mean for Asia? The Philippines, followed by Taiwan and Korea, stand out as the countries in Asia with most to lose inthe event Donald Trump is elected as the next president of the United States. 7th November 2016 · 1 min read
Asia Economics Focus Household debt mountain to weigh on Asian consumers A surge in household borrowing has provided a key support to economic growth across large parts of Emerging Asia over the past few years. Worst case scenarios of a financial crisis are unlikely to... 3rd November 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Oct.) Manufacturing conditions in Emerging Asia were lacklustre in October. Focusing on the two economies where the PMIs most closely track the hard data, there are further signs of improvement in Taiwan’s... 1st November 2016 · 1 min read
