Asia Economic Outlook Economic weakness to prompt policy easing in 2024 GDP growth across most of Emerging Asia has struggled over the past year and we expect growth to remain weak in the near term as tight monetary policy at home and subdued activity abroad weigh on... 25th September 2023 · 34 mins read
Asia Economics Weekly Bad news on inflation Headline inflation across Emerging Asia jumped last month due to a rise in food and fuel price inflation. We have raised our inflation forecasts for a number of countries to reflect the deterioration... 8th September 2023 · 5 mins read
Asia Economics Update Higher food prices pose risk to disinflation process Inflation across Emerging Asia should continue to decline over the coming months. However, the risks are to the upside amid uncertainty over the outlook for food prices. And while we are sticking with... 15th August 2023 · 3 mins read
Asia Economics Weekly Korea labour market weakness, Singapore Q2 GDP The slowing labour market in Korea adds to the evidence that the economy is struggling, and supports our view that the central bank will cut interest rates before the end of the year. Meanwhile... 11th August 2023 · 8 mins read
Asia Economics Weekly Singapore labour market cools, Taiwan rate cut delayed Labour market and inflation figures for Singapore published this week support our view that the central bank (MAS) will loosen policy at its October meeting. Meanwhile, we have changed our Taiwan... 28th July 2023 · 8 mins read
Asia Economics Update GDP and inflation data support the case for MAS easing Data released today show Singapore's economy remains very weak and we continue to expect growth to come in well below consensus this year. With inflation also falling back sharply, we expect the... 14th July 2023 · 3 mins read
Asia Economic Outlook Slower growth, falling inflation and interest rate cuts GDP growth has slowed sharply across most of Emerging Asia since the middle of last year and looks set to remain weak over the coming quarters, as tight monetary policy at home and subdued activity... 22nd June 2023 · 34 mins read
Asia Economics Weekly Thai inflation below target, tourism rebound continues Inflation in Thailand fell back sharply last month and is now below the central bank’s target, further supporting our view that the BoT’s tightening cycle is now over. Tourism across Asia has... 9th June 2023 · 8 mins read
Asia Economics Update Singapore set to struggle in 2023 Singapore’s economy is being hit hard by multi-decade high interest rates and elevated inflation. And with external demand set to weaken, we expect growth to be much weaker than consensus projections. 25th May 2023 · 3 mins read
Event EM Asia Drop-In: Thailand’s election and near to long-term economic risks 1683792000 The Thai economy is poised for recovery this year, but before that the country faces a contentious general election on 14th May which could be a trigger for fresh political unrest.
Asia Economics Update MAS keeps policy settings on hold as economy contracts The Monetary Authority of Singapore (MAS) kept policy on hold today and with the economy set to struggle and inflation likely to fall sharply over the coming quarters we expect today’s decision to... 14th April 2023 · 3 mins read
Asia Economics Weekly MAS decision on a knife edge, Thai inflation falling The Monetary Authority of Singapore is likely to leave its policy settings on hold at its scheduled meeting next week, with concerns about the growth outlook set to outweigh lingering worries on... 6th April 2023 · 6 mins read
Asia Economics Weekly Korean industry struggling, CPTPP+UK Korea’s manufacturing sector is in for a painful year with bloated inventories and weak external demand set to drag on production. Data published earlier today showed that production of semiconductors... 31st March 2023 · 10 mins read