China Economics Update Is China's move up the value chain a threat to Asian economies? As China develops, its manufacturing firms are moving into higher-value sectors. While this is a boon for low-wage Asian economies that represent a good alternative for low-end producers... 29th March 2012 · 1 min read
Asia Economics Weekly High oil prices will not lift inflation The pick-up in oil prices in recent weeks has caused some to fear that inflation in Asia will soon rise sharply. These fears are over-blown. Even if oil prices stayed at current levels, inflation... 26th March 2012 · 1 min read
Asia Chart Pack A promising start to 2012, but will it last? Growth in emerging Asia looks to have picked up in Q1. Strength in the US is helping to offset weakness in Europe for Asia’s exporters. There are encouraging signs of domestic demand improving early... 20th March 2012 · 1 min read
Asia Economics Weekly Does the US still matter to Asia? The recent run of improved data from the US has led us to raise our US GDP growth forecasts for 2012 and 2013. But we believe that improved prospects for the US will make little difference to emerging... 19th March 2012 · 1 min read
Asia Economics Update How have last year's natural disasters affected Asia? Asia was hit by several natural disasters in 2011, most notably the tsunami that struck Japan in mid- March. These events were foremost human tragedies, but they also had an economic impact. While... 12th March 2012 · 1 min read
Asia Economics Weekly Policymakers in wait-and-see mode The trend in Asia has been towards loosening policy recently. However, signs of stronger global growth and the pick-up in oil prices are likely to persuade central banks across the region to keep... 5th March 2012 · 1 min read
Asia Economics Update Capital inflows are a threat to Asia The return of global risk appetite has helped to push up asset prices across Asia. If we are correct that the crisis in the euro-zone will worsen again later this year, global risk appetite is likely... 28th February 2012 · 1 min read
Asia Economics Update How vulnerable is Asia to high oil prices? Recent oil price increases are not a big threat to emerging Asia. The inflationary impact will be small even if prices remain at current levels. Asian economies are relatively oil-dependent but their... 28th February 2012 · 1 min read
Asia Chart Pack Risks to growth still skewed to the downside Almost all countries in emerging Asia have now released their Q4 GDP figures. Growth slowed across most of the region, mainly due to weakness in external demand. The recent improvement in the US, a... 23rd February 2012 · 1 min read
Asia Economics Focus How would emerging Asia cope with a euro break-up? The major impact of euro-zone break-up on emerging Asia would come from the resulting weakness of export demand. If the break-up was relatively smooth and the US continued to grow, as we think is... 23rd February 2012 · 1 min read
Asia Economics Update How bad were the Q4 GDP data for emerging Asia? Economic growth in the final quarter of last year was disappointing for most economies in emerging Asia. Although risks to growth are generally on the downside, a closer look at Q4 GDP data suggests... 22nd February 2012 · 1 min read
Asia Economics Weekly Singapore budget focuses on the medium term Singapore’s FY2012 budget, released on Friday, focused on medium-term issues rather than providing a near-term boost for the economy. The outlook for Singapore’s export-oriented economy is not as bad... 20th February 2012 · 1 min read
Global Economics Focus How well will growth in emerging economies hold up? Emerging Asia and Latin America should continue to grow relatively fast even if the euro-zone slides into prolonged recession, as long as the US avoids the same fate. The outlook for emerging Europe... 16th February 2012 · 1 min read
Asia Economics Weekly Asia’s buoyant labour markets Asia’s rapid economic rebound following the 2008-09 global crisis has led to sharp falls in unemployment over the past couple of years. This has raised hopes that robust household spending will... 13th February 2012 · 1 min read
Asia Economics Update How much will weak export demand weigh on Asia? Exports from Asia have weakened significantly in recent months. Not only are they contracting in y/y terms in many countries, but they have slowed much more sharply compared with other emerging... 8th February 2012 · 1 min read
Asia Economics Update Manufacturing PMIs signal industrial slowdown has abated Purchasing Managers’ Indices (PMIs) improved for four out of the five economies in Asia (outside Japan and China) for which they were released today. This suggests that the slowdown in industrial... 1st February 2012 · 1 min read
