Asia Economics Weekly Korea spending boost, Malaysia rate meeting Korea’s proposed budget for 2022 indicates that fiscal policy will remain supportive next year. This should give the BoK added reassurance that the economy will be able to withstand further rate hikes... 3rd September 2021 · 5 mins read
Asia Chart Pack Exports won’t come to the rescue in H2 Q2 GDP data released over the past month or so did not show a repeat of the across-the-board rises in exports seen in previous quarters, but the external sector still proved an important prop to GDP... 31st August 2021 · 13 mins read
Asia Economics Weekly South East Asia: hit from Delta will be slow to fade There are some signs that the Delta outbreak battering South East Asia is at least past its worst. But a rapid turnaround in the region’s economic fortunes looks unlikely. 27th August 2021 · 6 mins read
Emerging Markets Activity Monitor Em. Europe & Lat Am leading the recovery in Q3 Most economies in Emerging Europe and Latin America look set for a strong third quarter and, while the near-term outlook for Southeast Asian economies remains challenging, high-frequency mobility... 25th August 2021 · 3 mins read
Asia Economics Update Malaysia: major challenges await new PM Malaysia’s new prime minister, Ismail Sabri Yaakob, takes over an economy poised to rebound strongly from the COVID-19 pandemic. But the new government looks ill-equipped to deal with the many long... 20th August 2021 · 4 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor Net capital outflows from major emerging markets have picked up sharply over the past couple of weeks, driven by virus concerns, growing expectations that the Fed will begin tapering asset purchases... 20th August 2021 · 2 mins read
Asia Economics Weekly Bank of Korea to hike rates next week With new cases of COVID-19 rising, most analysts expect the Bank of Korea (BoK) to leave rates unchanged on Thursday. While it is likely to be a close call, we are sticking with our view that the... 20th August 2021 · 5 mins read
Emerging Markets Economics Chart Pack Asia bucks the monetary policy trend Several EM central banks have continued to tighten monetary policy over the past month or so in response to strong reopening rebounds (Chile, Czech Republic, Hungary) and/or rising inflation concerns... 18th August 2021 · 10 mins read
Asia Data Response Malaysia GDP (Q2) Malaysia’s economy shrank by less than most had expected last quarter and while a further worsening in the virus situation means the immediate outlook is poor, rapid progress on vaccination has set... 13th August 2021 · 3 mins read
Asia Economics Weekly Slow vaccine progress will delay return to normality Slow vaccine rollouts mean the economic disruption from COVID-19 is likely to last well into next year in many countries. There are a few exceptions though. In particular, Singapore has already... 13th August 2021 · 7 mins read
Asia Economics Weekly Rate cuts coming in Thailand and the Philippines Whereas several EM central banks are in the middle of aggressive tightening cycles, Thailand and the Philippines are likely to resume rate cutting soon. 6th August 2021 · 7 mins read
Asia Data Response Manufacturing PMIs (July) The July PMIs for Emerging Asia point to sharp contractions in manufacturing in those places worst affected by the virus. With outbreaks likely to remain a key headwind for months to come, the rapid... 2nd August 2021 · 2 mins read
Asia Economics Weekly Virus now hitting industry in Malaysia and Vietnam Industry in Malaysia and Vietnam was already feeling a pinch from restrictions and worker shortages brought about by a jump in COVID-19 cases, but the situation is deteriorating fast. Data early next... 30th July 2021 · 9 mins read
Asia Chart Pack Singapore: moving beyond zero-COVID In a bold move that will be closely watched across the region, Singapore is set to drop its implicit target of pursuing zero local COVID-19 cases, with restrictions set to be eased gradually from... 28th July 2021 · 14 mins read
Asia Economics Rates to remain low as virus disruption worsens Surging infections across South East Asia and the slow progress of vaccine rollouts mean that COVID-19 will continue to cause widespread economic disruption across large parts of the region until at... 20th July 2021 · 34 mins read
Asia Economics Weekly South East Asia becomes virus epicentre The virus situation across South East Asia has gone from bad to worse over the past couple of weeks, with Indonesia, Thailand, Malaysia and Vietnam all reporting a record high number of daily cases... 16th July 2021 · 6 mins read
