Asia Data Response Malaysia GDP (Q3) Malaysia’s economy slowed in Q3, and we think growth will struggle over the coming quarters as lower commodity prices, weaker global demand and tighter monetary policy drag on prospects. 11th November 2022 · 2 mins read
Asia Economics Update Bank Negara Malaysia closing in on the finish line Malaysia’s central bank (BNM) raised its main policy rate by 25bp (to 2.75%) today, but with inflation falling and growth set to slow, we think the tightening cycle is nearing an end. 3rd November 2022 · 3 mins read
Asia Chart Pack Policymakers increase currency support Central banks across the region have been stepping up the pace of intervention in foreign exchange markets to support their currencies, resulting in a drop in FX reserves. In most countries, reserves... 31st October 2022 · 15 mins read
Event Asia Drop-In: China’s Congress, more yen weakness, hawkish central banks and more 1666857600 Economists from across our Asia teams were online for this 20-minute briefing on the region’s big investment stories.
Asia Data Response Manufacturing PMIs, Korea Trade, Indonesia CPI Manufacturing PMIs across the region were downbeat in September, as new export orders declined again. We expect conditions to remain subdued, as weaker global demand, high inflation and tighter... 3rd October 2022 · 2 mins read
Asia Economics Update Bank Negara Malaysia will continue gradual tightening Malaysia’s central bank (BNM) today raised its main policy rate by 25bp (to 2.5%), and signalled that further hikes were likely over the coming months. However, with inflation set to fall back later... 8th September 2022 · 3 mins read
Asia Data Response Malaysia GDP (Q2) GDP growth in Malaysia edged down in q/q terms last quarter, and we expect a further slowdown over the coming quarters as commodity prices drop back and the boost from reopening fades. 12th August 2022 · 3 mins read
Asia Economics Weekly Lift-off for the Bank of Thailand Thailand is one of the few countries in the region not to have raised interest rates this year, but that looks set to change on Wednesday. We, along with the majority of other analysts, are expecting... 5th August 2022 · 6 mins read
Asia Economic Outlook Tightening cycles to be short lived as headwinds grow Further interest rate hikes are likely across the region in the near term, and we have raised some of our year-end forecasts to reflect growing concern among the region’s policymakers about inflation... 20th July 2022 · 34 mins read
Asia Economics Update Malaysia: central bank signals gradual tightening cycle Bank Negara Malaysia today raised its main policy rate by 25bps to 2.25% and reiterated that further tightening would be gradual. With the economy on the mend but inflation still low, we are sticking... 6th July 2022 · 3 mins read
Asia Data Response Manufacturing PMIs, Korea Trade, Indonesia CPI Manufacturing PMIs for June fell back mainly due to the weakness of external demand. We think weaker global growth will remain a drag on exports over the coming months and that the region’s industrial... 1st July 2022 · 2 mins read
Asia Chart Pack Thai economy to receive tourism boost After more than two years in the doldrums, Thailand’s tourism sector is finally showing signs of life. Arrivals in May reached 520,000 – a 77% increase from the previous month and 19% of the level... 27th June 2022 · 14 mins read
Asia Data Response Manufacturing PMIs, Korea Trade (May) Manufacturing PMIs for May suggest that cost pressures remain high, but there were more encouraging signs on the external front, with new export orders showing signs of stabilising. Meanwhile, Korean... 1st June 2022 · 2 mins read