Asia Chart Pack ASEAN Economic Community is no game changer The ASEAN Economic Community (AEC) formally takes effect on 31st December and aims to transform ASEAN into a single market and production base, which its supporters hope will one day enable it to... 23rd December 2015 · 1 min read
Asia Economics Weekly What to expect from Asia in 2016 A slump in exports, slowing growth and falling currencies made for a grim 2015. But will next year be any better? In this final Weekly of the year, we outline our key calls for 2016. 18th December 2015 · 1 min read
Asia Economics Weekly No need to panic about Fed lift-off For most of Emerging Asia an increase in US interest rates is not a major cause for concern. Only in Malaysia, Hong Kong and Singapore do we think Fed tightening could cause some problems. 11th December 2015 · 1 min read
Asia Economics Update No sense of panic as Fed hike approaches Asian financial markets have held up well over the past month despite a renewed slump in China’s equity market at the end of last week and growing expectations of a December Fed rate hike. 30th November 2015 · 1 min read
Asia Economics Weekly Fears of Asia slowdown overdone For all the talk of a sharp slowdown in Asia, regional growth remains remarkably stable. That said, there are still no signs of recovery, with exports again acting as a drag on growth in the third... 27th November 2015 · 1 min read
Asia Chart Pack Rate debate heats up in Indonesia The war of words between Bank Indonesia (BI) and the government is heating up after the country’s vice president, Jusuf Kalla, earlier this week renewed its call for the central bank to cut interest... 25th November 2015 · 1 min read
Asia Economics Weekly Asia well placed to weather Fed lift-off The parts of Asia that were hardest hit during the 2013 “Taper Tantrum” have seen their current account deficits fall back, or even disappear, over the past couple of years. This should make them less... 20th November 2015 · 1 min read
Asia Economics Weekly Asia’s central banks in no rush to reverse rate cuts Asia’s central banks will be in no hurry to raise interest rates next year despite the fact that inflation is likely to rise sharply over the coming months and the US Fed could just be a few weeks... 13th November 2015 · 1 min read
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 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 Update Pakistan’s central bank has lost sight of the medium term The State Bank of Pakistan (SBP) responded to the latest fall in headline inflation by cutting interest rates again over the weekend. The SBP’s aggressive series of rate cuts during the last year... 14th 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
