Asia Economic Outlook South East Asia to outperform Emerging Asia began the year with plenty of momentum, but the recovery is already showing signs of losing steam. Growth in 2013-14 is likely to be slower than has been the norm. Lacklustre global... 4th April 2013 · 1 min read
Asia Chart Pack Signs that Asia's recovery may be losing steam Economic activity in emerging Asia rebounded strongly in the final quarter of last year. However, there are signs that the recovery may be running out of steam. Our GDP tracker dipped slightly in... 26th March 2013 · 1 min read
Asia Chart Pack Regional recovery continues Economic activity across emerging Asia is showing further signs of recovery. Growth has been strongest in South East Asia, where domestic demand has continued to shrug off the impact of weak exports... 28th February 2013 · 1 min read
Asia Economics Update Pakistan's central bank is in a bind While the State Bank of Pakistan may wish to cut rates further to stimulate the economy, there is a growing risk that the central bank will be forced into tightening policy instead. 13th February 2013 · 1 min read
Asia Economic Outlook Gathering momentum? Asian growth looks to have picked up late last year and is likely to fare well in the near term. However, growth in 2013-14 is unlikely to be strong due to lacklustre external demand and structural... 17th January 2013 · 1 min read
Asia Chart Pack Signs growth has bottomed out in Q4 Data for the past couple of months suggest that GDP growth has picked up slightly in the fourth quarter. Nevertheless, growth still remains weak by historical standards. Subdued global demand will... 19th December 2012 · 1 min read
Asia Economics Update Pakistan's policy rate has further to fall The State Bank of Pakistan (SBP) cut its discount rate by 50bp to 9.5% today. We think monetary policy is likely to be loosened further in a bid to revive private sector credit growth, although rate... 14th December 2012 · 1 min read
Asia Economics Weekly Asian currencies undervalued, but still set to weaken Most currencies in Asia look undervalued. However, it would be wrong to conclude that Asia’s currencies are set for rapid appreciation. In 2013, we think an escalation in the euro-zone crisis will... 3rd December 2012 · 1 min read
Asia Chart Pack Central banks step up policy loosening Over the past month, central banks in South Korea, Thailand, Australia and Pakistan have all cut their policy rates. The moves come in response to continued weakness in exports, which has caused GDP... 19th October 2012 · 1 min read
Asia Economic Outlook Bumpy road ahead Although Asia will not be immune from the continuing crisis in the euro-zone and weak global demand, healthy fundamentals and plenty of scope for policy easing mean growth should hold up relatively... 10th October 2012 · 1 min read
Asia Economics Weekly Pakistan’s central bank aiming to rekindle investment In a bid to revive investment, the State Bank of Pakistan (SBP) cut its policy rate for the second successive meeting on Friday. The SBP is likely to loosen monetary policy further, even at the risk... 8th October 2012 · 1 min read
Asia Economics Update Is inflation about to reach a turning point? Headline inflation rates across emerging Asia, which had been trending lower this year, look set to pick up in coming months. Nonetheless, inflation in the region is unlikely to rise sharply and... 11th September 2012 · 1 min read
Asia Economics Weekly Asia's consumers far from immune to global problems We expect global demand to stay weak in coming quarters and for labour markets and consumer confidence in Asia to soften as a result. Central banks in the region are likely to ease further, which... 31st August 2012 · 1 min read
Asia Economics Update Pakistan’s central bank in a difficult balancing act The State Bank of Pakistan (SBP) cut its discount rate by 150bp to 10.5% today. Monetary policy is likely to be loosened further in an effort to revive growth, even at the risk of stoking already-high... 13th August 2012 · 1 min read
Asia Economic Outlook Weak global demand to hamper growth Compared with other emerging regions, Asia is relatively well placed to withstand sluggish global growth. For one thing, policymakers have the ability and willingness to significantly loosen monetary... 26th July 2012 · 1 min read
Asia Chart Pack Falling oil prices provide more scope to loosen policy Exports from Asia have been weak so far in Q2 but domestic demand has held up reasonably well. Nonetheless, we doubt that growth in Asia’s trade-dependent economies would remain so resilient if global... 26th June 2012 · 1 min read