Asia Economics Weekly It’s not all doom and gloom for Asia Recent headlines have been dominated by a sharp shift in sentiment against EM assets. Asian economies have been hit harder than most in the sell-off. However, away from the financial markets, there... 26th 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 Malaysia’s 2013 growth to disappoint The Bank of Thailand kept its policy rate at 2.50% today. We continue to expect the central bank to keep rates low for the rest of 2013 before gradually tightening in 2014 as growth prospects improve. 21st 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 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 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 Malaysia to wait until 2014 before hiking rates Malaysia’s central bank (BNM) kept its policy rate unchanged at 3.0% at its meeting today. We think rates will remain on hold until early 2014, when we have pencilled in a hike. 11th 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 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
Asia Chart Pack Weak growth prompts monetary easing Economic growth slowed nearly everywhere in Asia last quarter. This weakness, alongside low inflation and, in the case of Korea and Australia, worries over currency strength, prompted five central... 22nd May 2013 · 1 min read
Asia Economics Update Malaysia’s economy to settle at a slower growth rate Today’s GDP data show that Malaysia’s economy slowed more than expected in Q1. Subdued global demand is likely to prevent a strong recovery over the coming quarters. 15th May 2013 · 1 min read
Asia Economics Focus The winners and losers from China's rise China has come to play a key role as an assembly hub at the centre of increasingly sophisticated supply chain networks. For the rest of Asia, the main winners from this process have been those... 8th April 2013 · 1 min read
Asia Economics Weekly Malaysia's election - what it means for the economy Malaysia’s government dissolved parliament on Wednesday, leaving the election commission a 60-day window in which to call an election. This Weekly explains why, although an opposition victory is... 8th April 2013 · 1 min read
