Asia Chart Pack Asian banks in decent shape, but credit risks lurk The turmoil in the global banking system over the past month has had a limited impact on Asia – currencies have held up well and outflows of capital have been small. And in general, banking sectors in... 30th March 2023 · 16 mins read
Event Asia Drop-In: What does the recent banking sector turmoil mean for Asia? 1680163200 Although the recent flare-up of financial stability concerns has been a US-Europe story, its reverberations could be global.
Asia Economics Update Singapore tightens fiscal policy despite economic slowdown While Singapore’s government has framed today’s budget as being designed to help poorer households cope with a rise in the cost of living, the main macro impact is a tightening of fiscal policy at a... 14th February 2023 · 3 mins read
Asia Data Response Singapore GDP (Q4, final estimate) The economy slowed sharply in Q4 and we expect growth to remain tepid and well below-trend over the coming months as multi-decade high interest rates and weak global demand weigh on prospects. 13th February 2023 · 3 mins read
Event EM Drop-In: What China’s re-opening means for emerging markets 1675350000 China has made an abrupt shift away from zero-COVID, prompting a wave of market euphoria – and some anxiety – about a surge in demand.
Event Asia Drop-In: The latest on China’s reopening, Asian monetary policy, and markets 1674720000 China’s shift from zero-COVID is the big Asia story of the moment and our economists gave an update on what this means for the region’s growth outlook, including how quickly outbound tourism is rec
Asia Data Response Singapore GDP (Q4, flash estimate) Growth slowed sharply in the first two months of Q4 and we expect a further slowdown over the coming months as high inflation, multi-decade high interest rates and weaker global demand weigh on... 3rd January 2023 · 3 mins read
Asia Economics Weekly Exporters take a beating, worse still to come Recent trade data from Emerging Asia have been downbeat and, with the global economy heading for recession, worse is still to come. 23rd December 2022 · 12 mins read
Asia Economic Outlook Rate cuts in 2023 as growth slows Economic growth will slow sharply in most of the region in 2023 as higher interest rates and weaker exports drag on demand. Our GDP growth forecasts are below consensus in most countries. With... 13th December 2022 · 3 mins read
Asia Chart Pack Consumer resilience unlikely to last Most countries in the region have now reported GDP figures for the third quarter, and growth was generally faster than we (and the consensus) had expected. One factor behind this resilience was the... 29th November 2022 · 15 mins read
Asia Data Response Singapore GDP (Q3, revised estimate) Revised GDP data confirm that the economy rebounded strongly in the third quarter. However, we don’t expect this strength to last. A combination of weaker global growth, high inflation and tighter... 23rd November 2022 · 3 mins read
Event Asia Drop-In: China’s Congress, more yen weakness, hawkish central banks and more 1666857600 Economists from across our Asia teams were online for this 20-minute briefing on the region’s big investment stories.
Asia Economics Update MAS tightens despite bleak growth outlook The Monetary Authority of Singapore (MAS) tightened policy today, in an attempt to contain elevated price pressures, but with inflation likely to fall in the coming quarters and the economy set to... 14th October 2022 · 3 mins read
Asia Economics Weekly Better news on inflation, as growth disappoints The recent national accounts data show most countries experienced a difficult second quarter. However, there was some more encouraging news on inflation – which already appears to have peaked in a few... 12th August 2022 · 6 mins read
Asia Economic Outlook Tightening cycles to be short lived as headwinds grow Further interest rate hikes are likely across the region in the near term, and we have raised some of our year-end forecasts to reflect growing concern among the region’s policymakers about inflation... 20th July 2022 · 34 mins read