Asia Economics Update Regaining some lost ground Financial markets in Asia have fallen back following the US Fed’s monetary policy statement on Wednesday, which struck a more hawkish tone than many had expected. Despite the most recent falls, almost... 29th October 2015 · 1 min read
Asia Chart Pack Vietnam and Bangladesh exports bucking the trend Fossil fuels should continue to be the world’s most important energy source for the foreseeable future. However, renewable energy production will grow rapidly and become an increasingly large part of... 27th October 2015 · 1 min read
Asia Economics Update Malaysia’s budget signals continued fiscal discipline The Malaysian government remains committed to keeping the budget deficit in check, despite the fall in oil prices which has hit fiscal revenues hard. This has left the government with little scope to... 26th October 2015 · 1 min read
Asia Economics Focus Can Malaysia ride out challenging times? Malaysia faces a number of challenges over the coming years, not least in adjusting to lower commodity prices. But there are reasons to think the economy will hold up relatively well and, while it is... 13th October 2015 · 1 min read
Commodities Update Malaysia Monthly Palm Oil Data (Sep.) September data released earlier today by Malaysia’s Palm Oil Board show that palm oil stocks rose to the highest monthly level on record. 12th October 2015 · 1 min read
Asia Economic Outlook Emerging Asia set for recovery The jump in Egyptian inflation to 9.2% y/y in September was driven almost entirely by a rise in the volatile food component. While we do expect inflation to fall back again, last month’s data mean an... 12th October 2015 · 1 min read
Asia Economics Update Panic subsides, but pessimism lingers Although the China-led panic that swept through Asian markets in August has subsided over the past month, most of the region’s currencies and equity markets still recorded losses. Investor sentiment... 30th September 2015 · 1 min read
Asia Chart Pack Time to worry about a weak rupiah? The Indonesian rupiah has fallen again over the past week, hitting a fresh 17-year low against the US dollar. The sharp drop in the currency, which is down by a cumulative 33% since the start of 2013... 23rd September 2015 · 1 min read
Asia Economics Weekly Why have exports been so weak? The slump in commodity prices accounts for most of the decline in Asian exports this year, even in countries which are not major commodity exporters. 11th September 2015 · 1 min read
Asia Economics Update Malaysia to hold rates amid balancing act The decision to keep interest rates on hold today at 3.25% reflects the difficult balancing act facing the Malaysian central bank (BNM) as it continues to grapple with the problems caused by slowing... 11th September 2015 · 1 min read
Asia Economics Update Asian markets bear brunt of China-led sell-off Asian financial markets have been at the centre of the recent financial market turmoil that was triggered by fears about the health of the Chinese economy. The sell-off has raised concerns that a... 31st August 2015 · 1 min read
Asia Chart Pack Foreigners head for the exits The financial turmoil of the past month in Asia has seen foreign investors scramble for the exit. Net foreign outflows from the region’s equity markets have reached nearly US$10bn so far in August... 27th August 2015 · 1 min read
Asia Economics Update 1MDB scandal highlights problems that hold Malaysia back The scandal over 1MDB is not the biggest threat to Malaysia’s short-term economic outlook or the main cause of the recent collapse in the ringgit. However, it does shine a light on institutional... 25th August 2015 · 1 min read
Asia Data Response Malaysia GDP (Q2) Considering the headwinds that were facing Malaysia’s economy in the second quarter – such as the introduction of the Goods & Services tax (GST) in April, low commodity prices and the generally weak... 13th August 2015 · 1 min read
Commodities Update Malaysia Monthly Palm Oil Data (Jul.) Data released earlier today by Malaysia’s Palm Oil Board show that crude palm oil production in July reached its highest monthly level since October last year. Stocks also rose sharply, adding to... 10th August 2015 · 1 min read
Asia Economics Update How useful is Malaysia's PMI? A new manufacturing PMI survey for Malaysia launched by Nikkei and Markit earlier this month appears to track the hard data reasonably well and points to a further slowdown in the manufacturing sector... 31st July 2015 · 1 min read
