Asia Chart Pack Asia well-placed to cope with the Fed’s next rate hikes The US Fed looks set to increase interest rates soon, possibly as early as its June meeting, and we think it will end up hiking more than is generally expected over the next couple of years. However... 26th May 2016 · 1 min read
Asia Economics Update Malaysian ringgit rebound continues Most currencies and equity markets are up so far this month. The Malaysian ringgit has continued to rebound strongly, but political uncertainty ahead of presidential elections in the Philippines is... 28th April 2016 · 1 min read
Asia Chart Pack Drought hits agricultural output in Thailand and Vietnam Vietnam and Thailand are facing their worst drought in decades, with water levels in the Mekong River at their lowest since 1926. The drought is already having an impact on growth. A decline in... 27th April 2016 · 1 min read
Asia Economic Outlook Tigers in trouble, but better prospects elsewhere The region’s original tiger economies, Hong Kong, Singapore, Taiwan and Korea, are likely to struggle over the next couple of years against a backdrop of cooling credit growth, bursting property... 6th April 2016 · 1 min read
Asia Economics Update Korean won leads the way Asian currencies continued their recovery in March, helped in part by fading fears of a sudden devaluation in the renminbi. 31st March 2016 · 1 min read
Asia Chart Pack Where next for Myanmar? Today’s handover from military to civilian rule in Myanmar marks another welcome step forward in the country’s political development. But the new government must overcome a number of major challenges... 30th March 2016 · 1 min read
Asia Economics Weekly Better times ahead for Asian currencies After a few years of heavy declines, Asian currencies have started to make up some lost ground against the US dollar. We think other forecasters are being too negative in expecting the region’s... 11th March 2016 · 1 min read
Asia Economics Weekly Inflation to rise, but not by enough to worry policymakers Inflation looks to have bottomed out and is set to rise across most of Emerging Asia over the coming year. However, it will remain relatively low in most places, meaning central banks will be able to... 7th March 2016 · 1 min read
Asia Chart Pack Philippines presidential election: runners and riders Political campaigning in the Philippines ahead of presidential elections due on 9 th May is now well underway. Grace Poe, an independent candidate and adopted daughter of Fernando Poe, a defeated... 26th February 2016 · 1 min read
Asia Economics Weekly Asian growth holding up well despite export slowdown The recent weakness of Asian exports has stoked fears about the region’s growth prospects. However, regional GDP growth remained stable in the fourth quarter of 2015. Strong domestic demand is likely... 19th February 2016 · 1 min read
Asia Economics Update Calm returns to Asian financial markets Asia’s markets were badly caught up in the global sell-off earlier in the month, and although sentiment seems to have settled down in recent days, most of the region’s equity markets are still down... 29th January 2016 · 1 min read
Asia Chart Pack Weak inflation means rates will remain low for longer Inflation across Emerging Asia remains very low, with consumer prices rising by less than 2% y/y in seven of the 14 countries we track. Two of those, Thailand and Singapore, are in deflation, while... 27th January 2016 · 1 min read
Asia Economics Weekly Asia well-placed to ride out financial market storms Global markets have had a rocky start to the year with equities, emerging market currencies and oil bearing the brunt of the declines. The stock market falls are unlikely to have much of an impact on... 22nd January 2016 · 1 min read
Asia Economics Weekly Should Asia fear a collapse in the renminbi? Fears of a sudden devaluation of the Chinese renminbi have cast a shadow over Emerging Asia’s economic prospects since the start of the year. But while Asian exporters would hardly welcome a slump in... 15th January 2016 · 1 min read
Asia Economic Outlook China holds the key to regional recovery Turmoil in China’s financial markets has fuelled concerns that its real economy is also on the brink of a crisis, but we expect continued policy support to drive a recovery over the coming months... 13th January 2016 · 1 min read
Asia Economics Update A quiet end to the year Asian financial markets have taken the start of Fed tightening in their stride. Currencies, equities and government bond yields have all been fairly stable over the past month. 23rd December 2015 · 1 min read
